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Manage Permissions on Dashboards

Manage Permissions on Dashboards

Owned by Gorka Puente
Last updated: Dec 11, 2024
4 min read
1 Overview | 2 Anyone can view and edit | 3 Anyone can view, some can edit | 4 Only specific people can view or edit | 5 Important notes | 5.1 Groups | 5.2 Projects | 5.3 Admins | 5.4 Public links | 6 See also

Overview

We believe in transparency by default, and what a better way of communicating your information than using reporting dashboards (see Learn about Public or External Sharing to spread your data). However, there are countless reasons to restrict access to some information to just a certain part of your organization. With this in mind, Dashboard Hub provides an Advanced Restrictions mechanism.

Did you know that you can provide access to certain dashboards to customers of your Jira Service Management Customer Portal? Learn how here! Manage Access of Users and Organizations to the Jira Service Management Customer Portal

The way of implementing restrictions is going to sound familiar, since we mimicked Confluence’s page restrictions schema:

  • "Anyone can view and edit"

  • "Anyone can view, some can edit"

  • "Only specific people can view or edit"

You can access and change the dashboard restrictions from two places:

Click the open lock icon  at the top of any dashboard

Open the Dashboard settings window from the … More Actions menu

Remember to Save! After setting your restrictions, remember to click Save, or the changes won’t be kept.

Anyone can view and edit

Open lock icon

This setting means that anyone in your Jira or Confluence instance is able to access the dashboard content:

  • Anyone can view the content

  • Anyone can edit the content

The accesible content does not include the datasources. Datasources have their own access restrictions, you can read more in Learn about Datasources.

Anyone can view and edit the content of this dashboard

For those cases when you want everyone viewing your dashboard, but only specific users, groups and/or projects editing it, then you have to select the next permission level Anyone can view, some can edit.

Anyone can view, some can edit

Close lock icon

This setting means that anyone in your Jira or Confluence instance is able to view the dashboard content, but only some users/groups/projects can edit it:

  • Anyone can view the content

  • Some users/groups/projects can edit the content

When you select this option, you are restricting who can edit the dashboard. But still anyone in your Jira or Confluence instance will be able to view the dashboard content.

If you cannot search for users/groups, remember that you need the Global permission "Browse users and groups". If a user is unable to find users, it is likely they are not part of a group with this permission. See more: