Manage permissions on datasources

Overview

Datasources fetch and display information from external products, which sometimes require extended permissions to access restricted or confidential data. In this case, you can configure permissions and indicate who can use and/or edit your datasources. You’ll find the following options to set up access restrictions:

• Anyone can use and edit

• Anyone can use, some can edit

• Only specific people can use or edit

You can configure permissions when you create a datasource or by editing it on the Manage Datasources page.

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Anyone can use and edit

Open lock icon

This setting means that anyone in your Jira or Confluence instance can use that datasource:

• Anyone can use the datasource to configure individual gadgets.

• Anyone can edit the datasource configuration and permissions.

This restriction is recommended to access services and products where anyone can look into the information.

For those cases when you want everyone using a specific datasource, but only specific users, groups and/or projects editing it (for example, global admins), you have to select the next permission level Anyone can use, some can edit.

Anyone can use, some can edit

Closed lock icon

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

• Anyone can use the datasource to configure individual gadgets

• Some users/groups/projects can edit the datasource configuration and permissions

Selecting this option restricts who can edit the dashboard. However, anyone in your Jira or Confluence instance can still use the datasource to configure individual datasources.

Assign users, groups, or projects to edit

1. Type a user's name, group, or project into the search bar. You can add as many people, groups, and projects as needed.

2. Since anyone can already use the datasource, the selected users, groups, or projects display a fixed Can edit.

3. Select Add to add them to the list. 

4. Select Save to save the changes.

To remove users, groups, or projects, click Remove next to their name.

For the most restricted permission, select Only specific people can use or edit.

Only specific people can use or edit

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This setting means that only selected users/groups/projects in your Jira or Confluence instance are able to use and/or edit the datasource:

• Some users/groups/projects can use the datasource to configure individual gadgets.

• Some users/groups/projects can edit the datasource configuration and permissions.

Assign users/groups/projects to use and/or edit

1. Type a user's name, group, or project into the search bar. You can add as many people, groups, and projects as needed.

2. Select the access type: Can use or Can edit.

3. Select Add to add them to the list. 

4. Select Save to save the changes.

To remove users, groups, or projects, click Remove next to their name.

Restrict datasource sharing

Admins can disable the sharing ability. Navigate to the app Global Settings > Datasource Restrictions and enable the Restrict Datasource Sharing toggle. When enabled, users won’t be able to grant permissions to others, making all datasources private and accessible only by their creators.

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Important notes

Groups

If a user is in more than one group and one of those groups has access to use the datasource, then that user will be able to use the datasource.

Projects

In addition to selecting individual users or groups, you can add Jira projects to the datasource’s permission settings. Any user with “browse” access to the project will automatically have use/edit permissions for the associated datasource.

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Admins

Consider that in the setting, Anyone can use, some can edit, and admins can still edit the content (similar to the Admin key feature in Confluence’s cloud premium). To avoid this situation, use the Only specific people can use or edit setting instead.