Docs Menu

Dashboard Permissions and Sharing

On this page

  • View Dashboard Permissions
  • Modify 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 perform the following actions:

  • Open a dashboard and view charts that are backed by a data source the user has permission to view. If the user doesn't have the Viewer role on a chart's backing data source, the dashboard doesn't render the chart.

    Viewers cannot make any modifications to the dashboard.

  • Filter dashboards based on available fields.
  • Configure auto-refresh settings and manually refresh dashboard data.

    Note

    Auto-refresh settings are stored in the local browser state. These settings are not persisted with the dashboard or shared between users.

Author

Has all privileges of Viewer and can also:

Owner

Has all privileges of Author and can also:

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.

To view a chart on a dashboard, the user must have both:

  • The Viewer role (or higher) on the chart's data source
  • Any role on the dashboard
Note
Default Dashboard Permissions

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.

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.
Note

If Anyone with this link can view sharing is enabled and you have Author or Owner permission, the icon doesn't change.

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 page:

Dashboard permission icon

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

Dashboard access button

With the Share Dashboard dialog open, read the following sections to learn how to grant permissions to a dashboard to:

To give specific users permissions on the dashboard:

  1. Select the User Access tab.
  2. Search for the desired user using the search bar. You can search for users by their username or email address.
  3. Click the desired user to add them to the permissions list.
  4. Use the dropdown to the right of the user's name to assign the appropriate permission.

    Important

    MongoDB 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.
  5. Repeat steps 1-3 for each user you would like to provide dashboard permissions for.
  6. 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.

To allow access to the dashboard for all users in your Atlas project:

  1. Select the User Access tab.
  2. Toggle the switch on the right-side of the Everyone user to On.
  3. Select the permission to apply to all MongoDB Charts users.

    A user's own permissions override others that could come from the Everyone setting.

    Example

    If Everyone has the Author permission and Alice has the Viewer permission, Alice's effective permission is Viewer.

    Important

    MongoDB 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.
  4. Click Close. MongoDB Charts saves your changes automatically.

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:

  1. Select the Public Link tab.
  2. 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.

    Important

    MongoDB 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.
  3. Click Close. MongoDB Charts saves your changes automatically.
Warning
Link Sharing with Sensitive Data

Don't share links to dashboards that display sensitive data. You can't verify who has access to the link.

Give Feedback
© 2021 MongoDB, Inc.

About

  • Careers
  • Legal Notices
  • Privacy Notices
  • Security Information
  • Trust Center
© 2021 MongoDB, Inc.