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Data source and dashboard permissions
- Cat Africa
There are different permission levels you can assign to users to configure their access to a data source or dashboard.
Data source permissions and dashboard permissions are independent of each other. For example, if a person has access to a data source used for a dashboard, it does not automatically give them access to that dashboard. They’ll need the appropriate permission level assigned to them to access the dashboard.
Analytics admin permissions
Analytics admins have the ability to access all data sources and dashboards in the analytics workspace. When an Analytics admin opens a dashboard or views a data source’s settings for the first time, they are automatically granted permission to manage that dashboard or data source.
Data source permissions
There are two permission levels for data sources:
can query
can manage
Learn how to manage data source access
Available data source actions per permission level
Action | Can query | Can manage |
|---|---|---|
Create charts using data source |
| |
Disconnect data source |
| |
View list of users with access to data source | ||
Grant or revoke user access to data source | ||
View or edit connection details | ||
View data source’s schema | ||
Sync data source’s schema | ||
Edit data source’s schema | ||
Use schema visualizer |
Dashboard permissions
There are three permission levels for dashboards:
can view
can edit
can manage
Learn how to manage dashboard access
Available dashboard actions per permission level
Action | Can view | Can edit | Can manage |
|---|---|---|---|
View list of users with access to dashboard | |||
Grant or revoke user access to dashboard | |||
Edit dashboard settings | |||
Change cache duration setting | |||
Clone dashboard | |||
Delete dashboard | |||
View charts | |||
Interact with variable controls | |||
Refresh chart or dashboard data | |||
Download chart or dashboard data | |||
Create new charts | 1 | 1 | |
Edit existing chart data | |||
Edit existing chart settings | |||
Clone an existing chart | 1 | ||
Delete charts | |||
Create dashboard subscriptions | |||
View dashboard activity | 2 |
1 requires relevant data source permissions
2 must also be an Analytics admin
If you have permission to view a dashboard and permission to query all the data sources used in a chart on that dashboard, you’ll see an Explore chart data option in the chart’s “More options” menu. You cannot save changes to the chart, but you can edit the chart and save a copy to a dashboard that you can edit or manage.