Manage dashboard permissions

You can manage dashboard permissions in the dashboard editor. You can assign specific access permissions to individual users or to user groups. If you assign permissions to a user group, the permissions are automatically assigned to all members of the user group.

For new users and user groups of a dashboard, you can automatically assign view permissions to all associated assets of the dashboard, such as data feeds and aliases. It is not required to assign the permissions to each asset manually. A user requires the view permission for all associated assets to display the corresponding source data in the dashboard. If view permissions are not assigned to all associated assets, a corresponding option to assign the missing view permissions is additionally displayed in the dialog.

Note: You can only assign access permissions to saved dashboards.

Access permissions

Edit

Users are able to display and edit dashboards in the MashZone NextGen dashboard editor.

View

Users are able to view dashboards in the MashZone NextGen dashboard editor.

Procedure

1. Create a dashboard or open a dashboard in the dashboard editor.

2. Click Manage > Permissions in the dashboard main menu. The Manage dashboard permissions dialog is displayed.

3. Enter a term in the search box and click Search. Clicking Search without any input values results in a list of all users and groups.

4. Click Show MashZone NextGen default groups to show only default MashZone NextGen users or user group in the Search results box.

5. Drag a user or a user group from the Search result box and drop it into the Principals with permissions box.

Note: By default, the creator of the dashboard already exists in the Principals with permissions list.

6. Enable or disable the View or Edit permissions of a user or a user group.

7. Click Save.

The button is available if the option Assign the relevant view permissions to related assets is disabled, or view permissions are already assigned to all associated assets.

8. Enable the option Assign the relevant view permissions to related assets. to assign the required view permissions to all associated data feeds and aliases.

The option is available if view permissions are not assigned to all associated assets.

9. Click Next.

The button is available if the option Assign the relevant view permissions to related assets is enabled.

The opened dialog displays two lists. The first list contains the assets whose view permissions you can update. The second list contains the assets whose view permissions you cannot change. At least one of the following prerequisites must apply to change the view permissions for data feeds or aliases.

You are administrator to edit the permissions for aliases. See Use the Default MashZone NextGen User Repository.

You have the permissions to view and to edit the relevant data feeds. See Manage data feed permissions.

You have the permissions to create and edit data feeds. See Grant dashboard and data feed permissions via API console.

10. Click Save to save your settings.

Your changes are applied and the required permissions are assigned to the user selected.

If you want to remove a user or user group from the Principals with permissions list click the

Delete icon.

Note: Deleted permissions for a dashboard do not affect the associated data feeds or aliases.