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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.

User Management

MongoDB Charts user administrators are authorized to add users, delete users, edit other user’s profiles and change their passwords. User administrators can access the user management view by clicking the User Management tab on the top navigation bar.

Diagram of the "User Management" view

Roles

Charts users are assigned one of the following roles upon creation depending on whether they are a standard user or a user administrator:

Role Description
User

Authorized to add data sources, create dashboards, build charts, and change their own passwords.

When sharing a data source or dashboard with a user, the roles granted to that user may authorize them to view, modify, or delete the shared resources. For more information, see Data Source Permissions and Dashboard Permissions.

UserAdmin

Includes all privileges from the User role and is authorized to add users, delete users, edit the profile of other users, and change the password of other users.

User administrators are unable to view, modify, or delete the data sources and dashboards of other users unless they are shared with the appropriate permissions.

Add a User

You can add a user either through the Charts User Management interface or by executing the charts-cli add-user script on the Charts host.

User Management Interface

To add a user, log in to Charts as a user administrator with the UserAdmin role:

  1. From the User Management view, click the New User button.
  2. Fill in all form fields, then click Add User.

Note

For more information on the actions each role authorizes, see Roles.

Add User Script

System administrators with access to the Charts host can add users via the charts-cli add-user script.

To add users with the script, run the following command. Replace the placeholders in angle brackets with the appropriate values.

docker exec -it `
  $(docker container ls --filter name=_charts -q) `
  charts-cli add-user --first-name "<First>" --last-name "<Last>" `
  --email "<user@example.com>" --password "<Password>" `
  --role "<UserAdmin|User>"
docker exec -it \
  $(docker container ls --filter name=_charts -q) \
  charts-cli add-user --first-name "<First>" --last-name "<Last>" \
  --email "<user@example.com>" --password "<Password>" \
  --role "<UserAdmin|User>"
docker exec -it \
  $(docker container ls --filter name=_charts -q) \
  charts-cli add-user --first-name "<First>" --last-name "<Last>" \
  --email "<user@example.com>" --password "<Password>" \
  --role "<UserAdmin|User>"

Note

The first Charts user must be created using this script. Subsequent users can be added by either rerunning the script or using the user management interface.

Delete a User

Important

Before deleting a user, update the permissions for any data sources or dashboards for which they are the sole owner. Any items owned solely by the user being deleted will not be transferred and may become orphaned.

To delete a user:

  1. From the User Management view, click the red trash can icon on the right-hand side of the user you wish to delete.
  2. Click Delete User to confirm deletion.

Edit a Profile

User administrators can edit the profile of other users, including other user administrators:

  1. From the User Management view, click the ellipses, , of the user whose profile you wish to edit.
  2. Click Edit Profile.
  3. Fill in the form and click Save.

Note

User administrators can not edit the email address of another user.

Change Passwords

In MongoDB Charts, users can change their own passwords and user administrators can change the password of any user.

To change your own password:

  1. Click the down arrow next to your name on the upper-right hand side of the application.
  2. Click Change Password.
  3. Fill in the form and click Save.

To change another user’s password as a user administrator:

  1. From the User Management view, click the ellipses, , of the user whose password you wish to change.
  2. Click Change Password.
  3. Fill in the form and click Save.