Dashboard Permissions and Sharing
Dashboard permissions dictate which MongoDB Charts users have access to the dashboard and the actions they can perform on the dashboard. The following dashboard permissions are available:
Permission | Description |
|---|---|
Viewer | Can perform the following actions:
|
Author | Has all privileges of
|
Owner | Has all privileges of
The creator of the dashboard automatically has the
|
To view a chart on a dashboard, the user must have both:
- The
Viewerrole (or higher) on the chart's data source - Any role on the dashboard
You can have no permissions on a dashboard. That dashboard won't
appear on your dashboards page. Newly-created
dashboards aren't shared by default. Only the dashboard Owner
can view the dashboard until they grant access to more users.
View Dashboard Permissions
To view permissions for a specific dashboard, hover over the icon next to the dashboard's Share button. A tooltip appears describing what permission you have on the dashboard, who the owner of the dashboard is, and who else has access to the dashboard.
The following table lists the possible icons and their associated permissions:
Icon | Description |
|---|---|
Eye Icon | You have Viewer permission. |
Group Icon | You have either Author or Owner permission and
additional users or Everyone in your Atlas
project some level of access to the dashboard. |
Globe Icon | You have the setting
Anyone with this link can view
enabled. |
Lock Icon | You have Owner permission and no other user has
access. |
If Anyone with this link can view
sharing is enabled and you have Author or Owner permission,
the icon doesn't change.
Modify Dashboard Permissions
To modify a dashboard's permissions, you
must have the Owner role on that dashboard.
To modify dashboard permissions, either click the click the permission icon at the top-right of the dashboard from the Dashboards page:
Or click the Share button at the top-right of the dashboard within the specific dashboard view:
With the Share Dashboard dialog open, read the following sections to learn how to grant permissions to a dashboard to:
Specific User Permissions
To give specific users permissions on the dashboard:
- Select the User Access tab.
- Search for the desired user using the search bar. You can search for users by their username or email address.
- Click the desired user to add them to the permissions list.
Use the dropdown to the right of the user's name to assign the appropriate permission.
ImportantMongoDB Charts displays a warning banner when the desired user can't access one or more Data Sources used on the dashboard. The user can't see any charts that use that Data Source.
- If you own a Data Source used in the dashboard, click Grant <Level> Access to assign the required permissions.
- If you don't own a Data Source used in the dashboard, ask an Owner to grant permission to the desired user so they can view the data.
- Repeat steps 1-3 for each user you would like to provide dashboard permissions for.
- Click Close. MongoDB Charts saves your changes automatically.
To remove permissions for a user, click the trash can icon to the right of the user's name.
Access for All Users
To allow access to the dashboard for all users in your Atlas project:
- Select the User Access tab.
- Toggle the switch on the right-side of the Everyone user
to
On. Select the permission to apply to all MongoDB Charts users.
A user's own permissions override others that could come from the Everyone setting.
ExampleIf Everyone has the Author permission and Alice has the Viewer permission, Alice's effective permission is Viewer.
ImportantMongoDB Charts displays a warning banner when Everyone in <Project Name> can't access one or more Data Sources used on the dashboard. A user might not see a chart that uses a Data Source that to which the user wasn't granted access.
- If you own a Data Source used in the dashboard, click Grant <Level> Access to assign the required permissions to all users in the project.
- If you don't own a Data Source used in the dashboard, ask an Owner to grant permission to Everyone to view the data.
- Click Close. MongoDB Charts saves your changes automatically.
Access for Users with a Link to the Dashboard
If you want to view a dashboard using a public link, enable Unauthenticated External Sharing on each data source in the charts in the dashboard.
To allow access to the dashboard for users on your MongoDB Charts deployment who have a direct link:
- Select the Public Link tab.
Toggle the switch on the right-side of the Anyone with this link can view user to
On.A user's permissions don't affect their ability to view a chart using a link. MongoDB Charts generates two links: a public and a private one. The public link has no permission requirements.
ImportantMongoDB Charts displays a warning banner when the Data Source Owner hasn't enabled Unauthenticated External Sharing. Users with the link won't be able to see the charts with the specified data source.
- If you own a Data Source used in the dashboard, click Enable External Sharing to fix this issue.
- If you don't own a Data Source used in the dashboard, ask an Owner to enable external sharing to view the data.
- Click Close. MongoDB Charts saves your changes automatically.
Don't share links to dashboards that display sensitive data. You can't verify who has access to the link.