Owners, Admins, and Editors can easily grant, modify, and remove access to dashboards and data sources as needed.
- Owners can grant access to any team or user for any dashboard or data source.
- Dashboard Editors can grant View or Edit access to any user they share a team with, or any team in the organization. Dashboard Editors cannot remove Dashboard access.
- Dashboard Admins can grant Admin access to any user they share a team with, or any team in the organization.
- Data Source Admins can grant Edit or Admin access to any user they share a team with, or any team in the organization.
Permissions needed: Owner
From the top navigation, choose “…”, then select Teams to view the list of teams.
Click the name of the team you’d like to edit from the left side menu. Then, click on Manage Team to view and edit the team’s permissions.
Each Team’s management page will include a list of all users, data sources, and dashboards in the organization. This allows you to quickly view the full scope of the Team’s access and update permissions as needed.
Permissions needed: Owner or Dashboard Admin/Editor
Dashboard Editors can only grant View or Edit access, and cannot remove access.
From your dashboard, select Settings in the sidebar and switch to the Access tab. From there, you may add, modify, or remove user access as needed.
Admins and Editors can grant access to any team in the organization, or to any individual user they share a team with.
Team-level dashboard access
To see the access granted at the team level, go to the Teams Page (toggle the ellipsis button in the main menu) and select Teams. Once there, select a team from the Left Side Panel to open it in the main window. From the main window, click on the team name to expand the details about user, dashboard and data source access.
Data Source access
Data source-level access
Permissions needed: Owner or Data Source Admin
To access a Data Source’s settings, select Data Sources from the top navigation and choose your data source from the list. Switch to the Access tab, and add, modify, or remove user/Team access as needed.
Admins can grant access to any team in the organization, or to any individual user they share a team with.
Team-level data source access
Team management in Chartio becomes increasingly important as the number of users grow in your Chartio account. Not only is this important for keeping track of which users are using Editor vs. Viewer licenses, but it’s also important for ensuring access to sensitive dashboards is properly assigned.
Assign access permissions at the team level, and not the individual user level. This applies to dashboard access as well as data source access.