Chartio’s access control options allow you to specify the access level to data sources and dashboards for Teams and individual users.
- Owners Team
- Primary Admin
- Data source permissions
- Dashboard permissions
- Reusable pipeline permissions
Depending on your access level, you can modify a user or team’s access levels for each dashboard and data source within your organization.
The Owners Team is included by default and has implicit global admin permissions for all account settings. Owners can grant themselves access to any data sources or dashboard within the organization.
Refer to our Owners Team page for more information on this default Chartio Team.
|Organization access level|
|Manage plan, payment||no||yes|
|Be part of subscription||yes||yes|
|Create new Team||no||yes|
|Add new Team members||no||yes|
|View list of all Teams||yes*||yes|
|Edit Team members||no||yes|
|Add new data source||yes||yes|
|View list of all data sources||no||yes|
|Add new dashboard||yes||yes|
|View list of all dashboards||no||yes|
|Add/edit Data Stores||no||yes|
|View organization activity||no||yes|
|View/edit Embedding settings||no||yes|
* Non-Owners can view every team name, but cannot view team members for teams they are not a part of
The Primary Admin is a designated admin on a dashboard or data source. The Primary Admin is considered the owner of the dashboard; access requests will be sent to the Primary Admin, and they should be the go-to contact with any questions about the dashboard or data source. The Primary Admin can be an individual user or a Team.
Only users and Teams with Admin access on the dashboard or data source can be a Primary Admin. For each dashboard or data source, only Owners and the current Primary Admin can edit the Primary Admin.
Data Source Permissions
Permissions for data sources can be added on a per-Team or per-user basis. A user will need access to a data source in order to create charts connected to it.
|Data Source access level|
|Disconnect data source||no||yes|
|View user access||yes||yes|
|Grant/revoke user access||no||yes|
|View/edit connection details||no||yes|
|View/download query log||yes||yes|
|View debug connection page||no||yes|
|View schema visualizer||yes||yes|
|View Data source Activity||no||yes*|
|Add a Stored Table to a Data Store||no||yes|
Note: Must be an Organization Owner to view Data Source Activity
Permissions for dashboards can be added on a per-Team or per-user basis.
|Dashboard access level|
|View user access||no||yes||yes|
|Grant View/Edit access||no||no||yes|
|Grant Admin access||no||no||yes|
|Revoke user access||no||no||yes|
|Download Dashboard/Chart data||yes||yes||yes|
|Edit Dashboard settings||no||yes||yes|
|Create new chart||no||yes*||yes*|
|Edit existing chart settings||no||yes||yes|
|Edit existing chart data||no||yes*||yes*|
|Clone existing chart||yes*||yes||yes|
|Refresh chart data||yes||yes||yes|
|Edit Cache Duration setting||no||no||yes|
|Adjust dashboard variable values||yes||yes||yes|
|Embed a dashboard||no***||no***||yes|
|Schedule a report||no||no||yes|
|View Dashboard Activity||no||no||yes**|
|View Chart Performance Stats/Logs||no||yes||yes|
* Relevant Data Source Edit or Admin permissions also required
** Must be an Organization Owner to view Dashboard Activity
*** Anyone can embed dashboards in Confluence and Salesforce
Explore Chart Data
If you have View access to a dashboard and Edit or Admin access to all of the data sources used in a chart on that dashboard, you’ll see an Explore Chart Data option in the chart menu. You cannot save changes to the chart, but you can edit the chart and save a copy to a dashboard you have Edit or Admin access to.
For more details, see our Explore Chart Data page.
Reusable Pipeline Permissions
Permissions for Pipelines can be granted on a per-Team or per-user basis. Owners have Admin access to every Reusable Pipeline.
|Reusable Pipeline access level|
|Use pipeline in chart||yes*||yes*||yes*|
*Relevant Data Source Edit or Admin permissions also required