Assigning and changing access permissions

Only a user with the Admin access can assign or change access permissions for an object or folder, either directly or by confirming a request. By default, objects inherit permissions of their parent folder.

Before assigning access permissions to a user, add this user to DataLens.

Assigning access permissions for an objectAssigning access permissions for an object

1. On the navigation page, find the object of interest.

   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 your object: a 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. Optionally, write a comment for the user you are granting permissions to.

6. Specify the required permissions and click Add.

Assigning access permissions for linked objectsAssigning access permissions for linked objects

You can grant access to linked objects. For example, if you grant access to a chart, you can also grant access to a dataset and connection. To do this, when assigning access permissions for the current object, enable Linked objects and grant permissions to other objects linked to it.

Only a user with the Admin access to linked objects can assign access permissions for them. If you do not have access to administer a linked object, submit an access request. The access request must be confirmed by a user with the Admin access to the object.

Assigning access permissions for a folderAssigning access permissions for a folder

1. On the navigation page, find the folder of interest.

2. Click next to the folder and select Permissions.

3. Assign access permissions:

   For a folder

   For a folder and its contents

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

   2. Enter a username or select the All group.

   3. Optionally, write a comment for the user you are granting permissions to.

   4. Specify the required permissions and click Add.

      The selected user or group will only get the specified access permissions for the current folder.

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

   2. Enter a username or select the All group.

   3. Optionally, write a comment for the user you are granting permissions to.

   4. Specify the appropriate permissions and click Apply.

      The selected user or group will get the specified access permissions for the current folder and all nested objects, including connections, datasets, and other folders and files.

      A user with the Admin access to the parent folder can grant access to the folder and its nested objects.

Confirming a requestConfirming a request

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

1. On the navigation page, find the folder or object of interest.

   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.

4. Optionally, select permissions.

5. Optionally, write a comment for the user requesting access.

6. Click Confirm request.

Changing access permissionsChanging access permissions

To change permissions for a folder or object:

1. On the navigation page, find the folder or object of interest.

   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 access permission you want to change, or select the All group.

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