11.. _dashboard-permissions:
22
3- =====================
4- Dashboard Permissions
5- =====================
3+ =================================
4+ Dashboard Permissions and Sharing
5+ =================================
66
77.. default-domain:: mongodb
88
@@ -86,7 +86,7 @@ View Dashboard Permissions
8686--------------------------
8787
8888To view permissions for a specific dashboard, hover over the icon
89- next to the dashboard's :guilabel:`Access ` button. A tooltip appears
89+ next to the dashboard's :guilabel:`Share ` button. A tooltip appears
9090describing what permission you have on the dashboard, who the owner
9191of the dashboard is, and who else has access to the dashboard.
9292
@@ -107,16 +107,23 @@ permissions:
107107
108108 * - :icon-fa5:`users` Group Icon
109109 - You have either ``Author`` or ``Owner`` permission and
110- :ref:`additional users <dashboard-specific-access>` or :ref:`Everyone <dashboard-access-everyone>` have
111- some level of access to the dashboard.
110+ :ref:`additional users <dashboard-specific-access>` or :ref:`Everyone <dashboard-access-everyone>` in your |service|
111+ project some level of access to the dashboard.
112+
113+ * - :icon-fa5:`globe` Globe Icon
114+ - You have the setting
115+ :ref:`Anyone with this link can view <dashboard-access-link>`
116+ enabled.
112117
113118 * - :icon-fa5:`lock` Lock Icon
114119 - You have ``Owner`` permission and no other user has
115120 access.
116121
117- If you have ``Author`` or ``Owner`` permission and
118- :ref:`Anyone with this link <dashboard-access-link>` sharing is
119- enabled, the icon doesn't change.
122+ .. note::
123+
124+ If :ref:`Anyone with this link can view <dashboard-access-link>`
125+ sharing is enabled and you have ``Author`` or ``Owner`` permission,
126+ the icon doesn't change.
120127
121128.. _modify-dashboard-permissions:
122129
@@ -136,14 +143,14 @@ the dashboard from the :guilabel:`Dashboards` page:
136143 :figwidth: 750px
137144 :alt: Dashboard permission icon
138145
139- Or click the :guilabel:`Access ` button at the top-right of the
146+ Or click the :guilabel:`Share ` button at the top-right of the
140147dashboard within the specific dashboard view:
141148
142- .. figure:: /images/charts/dashboard-access -button.png
149+ .. figure:: /images/charts/dashboard-share -button.png
143150 :figwidth: 750px
144151 :alt: Dashboard access button
145152
146- With the :guilabel:`Dashboard Permissions ` dialog open, read the
153+ With the :guilabel:`Share Dashboard ` dialog open, read the
147154following sections to learn how to grant permissions to a dashboard to:
148155
149156- :ref:`A specific user <dashboard-specific-access>`
@@ -157,9 +164,10 @@ Specific User Permissions
157164
158165To give specific users permissions on the dashboard:
159166
160- 1. Search for the desired user using the search bar directly above
161- where the dashboard users are listed. You can search for users
162- by their username or email address.
167+ 1. Select the :guilabel:`User Access` tab.
168+
169+ #. Search for the desired user using the search bar. You can search for
170+ users by their username or email address.
163171
164172#. Click the desired user to add them to the permissions list.
165173
@@ -183,7 +191,7 @@ To give specific users permissions on the dashboard:
183191#. Repeat steps 1-3 for each user you would like to provide dashboard
184192 permissions for.
185193
186- #. Click :guilabel:`Apply Changes` .
194+ #. Click :guilabel:`Close`. |charts| saves your changes automatically .
187195
188196To remove permissions for a user, click the trash can icon to the right
189197of the user's name.
@@ -196,7 +204,9 @@ Access for All Users
196204To allow access to the dashboard for all users in your |service|
197205project:
198206
199- 1. Toggle the switch on the right-side of the :guilabel:`Everyone` user
207+ 1. Select the :guilabel:`User Access` tab.
208+
209+ #. Toggle the switch on the right-side of the :guilabel:`Everyone` user
200210 to ``On``.
201211
202212#. Select the :ref:`permission <dashboard-roles>` to apply to all
@@ -226,7 +236,7 @@ project:
226236 - If you don't own a Data Source used in the dashboard, ask an
227237 Owner to grant permission to Everyone to view the data.
228238
229- #. Click :guilabel:`Apply Changes` .
239+ #. Click :guilabel:`Close`. |charts| saves your changes automatically .
230240
231241.. _dashboard-access-link:
232242
@@ -240,8 +250,10 @@ on each data source in the charts in the dashboard.
240250To allow access to the dashboard for users on your |charts|
241251deployment who have a direct link:
242252
243- 1. Toggle the switch on the right-side of the
244- :guilabel:`Anyone with this link` user to ``On``.
253+ 1. Select the :guilabel:`Public Link` tab.
254+
255+ #. Toggle the switch on the right-side of the
256+ :guilabel:`Anyone with this link can view` user to ``On``.
245257
246258 A user's permissions don't affect their ability to view a chart
247259 using a link. |charts| generates two links: a public and a private
@@ -261,7 +273,7 @@ deployment who have a direct link:
261273 - If you don't own a Data Source used in the dashboard, ask an
262274 Owner to enable external sharing to view the data.
263275
264- #. Click :guilabel:`Apply Changes` .
276+ #. Click :guilabel:`Close`. |charts| saves your changes automatically .
265277
266278.. warning:: Link Sharing with Sensitive Data
267279
0 commit comments