Since version 2.6.4, project admins can restrict dashboard to specific users or groups.

Unrestricted dashboards:

What settings determine access on unrestricted dashboards?

• Project membership controls who can view/edit the dashboards

What are the permissions associated with each project membership type:

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• Project admins: view and edit
• Project members: view and edit
• Project readers: view

Restricted dashboards:

General information

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How can I restrict a dashboard?

1. Navigate to Setup → Visualize
2. Click the lock icon next to the dashboard you wish to restrict (see screenshot)
3. Click the toggle 'Dashboard Permissions' (top of the page)
4. You will see the list of all project admin users and groups
5. If you wish to add other non-admin users/groups, start by typing its name in the box near the top of the list
6. Remember to SAVE (near the bottom of the page)

Who can restrict dashboards?

• Only project admins can restrict dashboards

What kind of dashboard permissions are available:

• View only
• View and edit

Which users can I add as part of dashboard permissions?

• Only project members. If you want to a user who is not a member of the current project, you first need to add him to the project

What happens when I restrict the dashboard, but don't add any additional users?

• Then only admin users can view (and edit) this dashboard
• Project members and readers have neither view nor edit access

User operations (adding, deleting, changing membership)

Project level operations

What happens when a user is added to a project after a dashboard has been restricted?

• Nothing happens if the new user is a reader or member
• If it's an admin user, he is added to all the restricted dashboards on that project

What happens when you upgrade the membership of a user in a project after he's been explicitly added to the dashboard permissions?

• The permission falls back to the default permission (as if the dashboard was unrestricted, see the list above)
• Examples:
  • downgrading an admin user (view&edit) to member user (view&edit) doesn't change anything
  • upgrading a reader (view only) to an admin (view&edit) will cause an upgrade in permissions

Server level operations

What happens when you add a new user on the server level?

• If this is an admin server user, he is automatically added to all projects as an admin - and thus also on all restricted dashboards
• For other roles, nothing happens

What happens when you upgrade/downgrade the user on a server level?

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This page can now be found at Dashboard Permissions on the Squirro Docs site.