Quite often you need to manage permissions not only for users who have and don’t have access to data, but who can and can't access a particular dashboard. For this purpose, we've created
Groups in Statsbot. Let's break down how the entire process of access management looks.
Users section in the menu, press on the
Groups tab, and then the
Add Group button.
In this article, we name a group
Marketing and enroll a few team members into this group who can later have access to a certain dashboard.
After creating a group, we're able to see it in the drop down menu of each user's role. By ticking on the check box we include a user into certain group. Only users with the
Has Access and
Admin roles can be enrolled into the group.
Let's move on and visit Dashboards. Once we are on a dashboard page, press on the gear icon at the top right corner and choose
Dashboard Preferences .
As I've created this dashboard, I automatically become
Owner of this dashboard and can control access to this dashboard. Press on the
Permissions tab to provide access to the
NOTE: Ownership can be transferred to another user in the drop down menu under the
You can provide
Edit permissions for the group.
Edit allows group members to add, remove, and resize charts and filters, whereas
View allows them only to see data.