User permissions

By default, if you create a collection, only you can access the collection and the contents within. To share a collection with other users, add them to the collection.

You are automatically assigned the manager role when creating a new collection. There can be multiple managers for a collection. However, there must be at least one manager for every collection.

Roles in collections

User permissions in collections involve managers, editors, and viewers.

Managers

Managers can:

• Add, edit, and remove dashboards and reports in the collection.
• Edit the collection name and delete the collection using the context menu in the header.
• Add, edit, and remove other users in the collection via the Users tab.
• Manage collection data sources.

A manager can add a new user to the collection using the Add button. Use the ID of the user to add them.

Editors

Editors can:

• Create, edit, and delete dashboards or reports in the collection.

Editors cannot:

• Edit the name of the collection.
• Delete the collection.
• Change anything in the Users tab.
• Manage collection data sources.

Viewers

Viewers have read-only access. They can:

• View the components contained within the collection.
• Copy components.

Viewers cannot:

• Create, edit, or delete components in a collection.
• Rename or delete the collection itself.
• Change anything in the Users tab.
• Manage collection data sources.

Every user has a role assigned to them that specifies their access rights to the collection. Add users to collections via the Users tab, assigning roles that determine access rights.