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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.

Data Source Permissions

Data source permissions dictate which Charts users have access to the data source and the actions they can perform on the data source. The following data source permissions are available:

Permission Description
Reader Can access the data source by viewing existing charts or creating new charts which use the data source.
Manager Has all privileges of Reader and can also modify the alias and modify the connection URI of a data source.
Owner

Has all privileges of Manager and can also manage permissions on the data source and remove the data source.

The creator of the data source automatically has the Owner role. The creator cannot be removed from the list of data source users and thier Owner role cannot be modified.

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 Reader permission.
globe icon Globe Icon You have either Manager or Owner permission and Everyone has some level of access to the data source.
users icon Group Icon You have either Manager or Owner permission and additional users have some level of access to the data source.
lock icon Lock Icon You have Owner permission and no other user has access.

Set Data Source Permissions

You can set data source permissions when you first add a data source, or you 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 role.


    Adding a data source user
  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 role 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 Manager role and a specific user Alice has the Reader role, Alice’s effective permission level is Reader.

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