After you add users to your Explore account, you can select which connections and dashboards they can view. This article will discuss how to set permissions for editors and admins and the different types of available permissions. For information on creating editors and admins, see Adding users to Explore.
Setting editor permissions
If you are an admin or the account owner, you can set permissions for what your editors and admins can access. Admins can edit permissions for all users, including themselves. Viewers do not have any additional permissions. See Understanding Explore user roles for more information on the definitions and differences in Explore's user roles.
This section will discuss how to set permissions for users. You can apply permissions on either connections or dashboards. The following sections in this article describe the available permissions in further detail.
To set permissions for editors
- In Explore, click the Admin menu icon on the left sidebar.
- In the Admin menu toolbar, click the Editor authorizations icon ().
- Click the Editor authorizations drop-down menu above your list of connections.
- Select the editor you want to set permissions for.
- Check the boxes next to the permission settings you would like to apply for the different connections. See Connections and queries permissions.
- Click the Dashboards tab at the top of the page to switch to your dashboard permission settings.
- Check the boxes next to the permissions settings you would like to apply for different dashboards. See Dashboard permissions.
- When you are finished, you can navigate away from the page. Changes will save automatically.
Types of permissions
There are two types of permissions you can add for your editors and admins. Admins can set permissions for all users, including themselves. You can use the Search bar to enter the dashboard or connection name, or click the Filter button to limit results by owner.
You can set permissions for the following:
Connections and queries permissions
You can give editors permissions to make changes to your different connections and queries. When you permit users access to the connection, they will also have access to all queries created from that connection. Below are the different permissions you can apply to connections:
- Can view: Editor can see the connection and the queries created from the connection (view-only).
- Can save queries: Editor can create, update, and delete queries created from the connection.
- Can edit: Editor can create calculated elements and edit element data structure within a query.
- Can edit data source: Editor can rename connections and select a different data model.
For a user to be able to view and make changes to a dashboard, they must have been permitted access. If a user is not permitted to a dashboard, they will not be able to see it or make changes, no matter if it is shared or not.
- Can view and edit: Editor can create, update, and delete the dashboard.
- Can deliver: Editor can define email delivery (see Sharing dashboards through email).
- Can publish: Editor can publish and share the dashboard.