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This documentation refers to the on premises version of MongoDB Charts. For documentation on the MongoDB Charts SaaS application in Atlas, click here.

Dashboard Permissions

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 open a dashboard and view charts provided they have (at minimum) the read role on the data source used by the charts on the dashboard. If the user does not have the read role on a chart’s corresponding data source, the chart will not render in the dashboard.

Viewers cannot make any modifications to the dashboard.

Author Can add, modify, or delete charts, change dashboard layout, and rename the dashboard.
Owner

Has all privileges of Author and can also manage permissions on the dasbhoard and delete the dashboard.

The creator of the dashboard automatically has the Owner permission. The creator cannot be removed from the list of dashboard users and their Owner permission cannot be modified.

Note

It is also possible to have no permissions on a dashboard, meaning it will not appear on your dashboards tab. Newly-created dashboards are not shared by default, so no one except the dashboard Owner can view the dashboard until more user permissions are added.

View Dashboard Permissions

To view permissions for a specific dashboard, hover over the icon next to the dashboard’s Access 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 Eye Icon You have Viewer permission.
globe icon Globe Icon You have either Author or Owner permission and Everyone has some level of access to the dashboard.
users icon Group Icon You have either Author or Owner permission and additional users have some level of access to the dashboard.
lock icon Lock Icon You have Owner permission and no other user has access.

Modify Dashboard Permissions

Important

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 tab:

Dashboard permission icon

Or click the Access button at the top-right of the dashboard within the specific dashboard view:

Dashboard access button

With the Dashboard Permissions dialog open, refer to the following sections for instructions on granting a specific user permissions on a dashboard and granting all users on your MongoDB Charts deployment permissions on a dashboard:

Specific User Permissions

To give specific users permissions on the dashboard:

  1. Search for the desired user using the search bar directly above where the dashboard users are listed. You can search for users by their username or email address.
  2. Click the desired user to add them to the permissions list.
  3. Use the dropdown to the right of the user’s name to assign the appropriate permission.
  4. Repeat steps 1-3 for each user you would like to provide dashboard permissions for.
  5. Click Apply Changes.

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 on your MongoDB Charts deployment:

  1. Toggle the switch on the right-side of the Everyone user to On.

  2. Select the permission to apply to all MongoDB Charts users.

    Note

    If permissions are assigned to both Everyone and a specific user, the user’s specific permissions take precedence over the permissions set to Everyone.

    For example, if Everyone has the Author permission and a specific user Alice has the Viewer permission, Alice’s effective permission is Viewer.

  3. Click Apply Changes.

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