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This documentation refers to the on-premises edition of MongoDB Charts. Read the Atlas service documentation to learn how to use MongoDB Charts with your Atlas project.

Data Source Permissions

Data source permissions dictate which actions Charts users can perform on the data source. You can also set data source permissions to make a data source only visible to a subset of users.

The following table describes the data source permission levels:

Permission Description
Viewer

Can view any chart on a dashboard that uses the data source.

Data source Viewers cannot see the data source in the Data Sources list, or in the Data Source dropdown in the Chart Builder.

Author
Inherits all actions from Viewer and can also create and edit charts using the data source.
Owner
Inherits all permissions from Author and can also manage all aspects of the data source. The creator of the data source automatically has the Owner permission.

View Data Source Permissions

To view permissions for a specific data source, navigate to the Data Sources tab and hover over the data source’s Access button. A tooltip describing the data source permissions will appear. The tooltip displays your permissions, the owner of the data source, and all other users who have access.

The following table lists the possible icons and their associated permissions:

Icon Description
eye icon Eye Icon You have the Viewer permission.
globe icon Globe Icon You have either the Author or Owner permission and everyone has some level of access to the data source.
users icon Group Icon You have either the Author or Owner permission and specific additional users have some level of access to the data source.
lock icon Lock Icon You have the Owner permission and no other user has access to the data source.

Set Data Source Permissions

You set data source permissions when you first add a data source. Data source Owners can modify permissions on a data source which has already been created.

Refer to the following sections for instructions on granting specific users permissions on a data source and granting all users on your MongoDB Charts deployment permissions on a data source:

Specific User Access

To grant specific users permissions on your data source:

  1. Search for the desired user using the search bar directly above where the data source 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 wish to grant data source access.

To remove access for a user you have added, click the trash can icon to the right of the user’s name.

Access for All Users

In addition, 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 role and a specific user Alice has the Reader permission, Alice’s effective permission is Reader.