Granting and updating permissions

Only a user with Admin access privileges can grant or update permissions for an object or folder: they can do so directly or by confirming a request. By default, objects inherit the permissions of the parent folder.

Before granting permissions to a user, add them to DataLens.

Granting object permissionsGranting object permissions

1. On the navigation page, find the access object.

   You can filter objects by type using the navigation menu on the left.

2. Click next to the object and select Permissions.

3. In the window that opens, click the button to set up permissions to the respective object: connection, dataset, chart, or dashboard.

4. Enter a username or select the All group.

   Note

   Assigning permissions to user groups is supported for workbooks and collections.

5. (Optional) Write a comment for the user you are granting permissions to.

6. Specify the appropriate permissions and click Add.

   Note

   You can assign roles for linked objects. For example, if you grant access to a chart, you can also grant access to a dataset and connection.

Granting folder permissionsGranting folder permissions

1. On the navigation page, find the folder.

2. Click next to the folder and select Permissions.

3. Grant access to:

   Folder

   Folder and content

   1. In the window that opens, click Folder access.

   2. Enter a username or select the All group.

   3. (Optional) Write a comment for the user you are granting permissions to.

   4. Specify the appropriate permissions and click Add.

      The selected user or group is granted the specified access permissions to the current folder only.

   1. In the window that opens, click Folder and content access.

   2. Enter a username or select the All group.

   3. (Optional) Write a comment for the user you are granting permissions to.

   4. Specify the appropriate permissions and click Apply.

      The selected user or group is granted the specified access permissions to the current folder and all nested objects, including connections, datasets, and other folders and files.

      Note

      Access rights will be assigned only to those subfolders and objects to which you have the access right Admin.

Confirm requestConfirm request

To confirm a request for access permission to a folder or object:

1. On the navigation page, find the folder or access object.

   You can filter objects by type using the navigation menu on the left.

2. Click next to the object or folder and select Permissions.

3. In the window that opens, click next to the request you need.

4. (Optional) Select permissions.

5. (Optional) Write a comment for the user requesting access.

6. Click Confirm request.

Updating permissionsUpdating permissions

To update folder or object permissions:

1. On the navigation page, find the folder or access object.

   You can filter objects by type using the navigation menu on the left.

2. Click next to the object or folder and select Permissions.

3. Select the user with the permission you want to update or choose the All group.

4. In the window that opens, specify the appropriate permissions and click Save.