Sharing Access to a Dashboard or Lens

This topic includes reference information about dashboard and lens permissions and provides instructions for configuring permissions.

Dashboard Level Permissions Reference
Lens Level Permissions Reference
Configuring Dashboard or Lens Permissions

Dashboard Level Permissions Reference

Dashboard level permissions affect a user's ability to view, modify, delete, design, or configure dashboards and dashboard permissions. There are three predefined permission sets that can be assigned to an Anzo user or group. You also have the option to customize the set of permissions that are applied to a user or group.

The table below lists the predefined permission sets and describes the privileges that are granted for each permission that is part of the predefined set:

Set	Permission	Allows a user to:
View	Read	Search for and open accessible dashboards. Save As a new dashboard. Share the dashboard. View dashboard Properties. View lens Properties. Export lenses.
Modify	In addition to the Read permission described above, the Modify set includes the Write and Delete permissions described below.
	Write	Use the dashboard Designer to change the dashboard. Clone lenses.
	Delete	Delete the dashboard.
Admin	In addition to the Read, Write, and Delete permissions described above, the Admin set includes the Manage permission described below.
Admin	Manage	The Manage permission relates only to the Security tab. If a user has this permission, they can modify dashboard access by changing permissions for a user, group, or role.

Default Dashboard Permissions

The table below lists the predefined permission sets that are applied by default when a new dashboard is created. Besides the sysadmin user, the dashboard creator is granted Admin privileges by default. The Everyone role is granted View privileges by default. No other users, groups, or roles have dashboard permissions assigned by default.

Anzo User/Role	Applied Permission Set
Sysadmin User	Admin
Dashboard Creator	Admin
Everyone Role	View

Lens Level Permissions Reference

Lens level permissions affect a user's ability to view, modify, delete, design, or configure lenses and lens permissions. There are three predefined lens permission sets that can be assigned to an Anzo user or group. You also have the option to customize the set of permissions that are applied. While dashboard level permissions can affect a user's ability to clone a lens, the appropriate lens level permissions are required to be able to perform functions such as deleting or redesigning a lens.

The table below lists the predefined permission sets and describes the privileges that are granted for each permission that is part of the predefined set:

Set	Permission	Allows a user to:
View	Read	Search for and open accessible lenses. View lens Properties. Export lenses.
Modify	In addition to the Read permission described above, the Modify set includes the Write and Delete permissions described below.
	Write	Use the lens Designer to change the lens. Rename the lens. Clone the lens.
	Delete	Delete the lens.
Admin	In addition to the Read, Write, and Delete permissions described above, the Admin set includes the Manage permission described below.
Admin	Manage	The Manage permission relates only to the Security tab. If a user has this permission, they can modify lens access by changing permissions for a user, group, or role.

Default Lens Permissions

The table below lists the predefined permission sets that are applied by default when a new lens is created. Besides the sysadmin user, the lens creator is granted Admin privileges by default. The Everyone role is granted View privileges by default. No other users, groups, or roles have lens permissions assigned by default.

Anzo User/Role	Applied Permission Set
Sysadmin User	Admin
Lens Creator	Admin
Everyone Role	View

Configuring Dashboard or Lens Permissions

This section provides instructions for modifying dashboard or lens properties to grant or restrict access to your dashboards and lenses.

Data can be restricted at a higher level than a dashboard. Though users might have access to view your dashboards and lenses, graphmart permissions determine whether they can view the data that the dashboard displays.

In the Anzo application, expand the Access menu and click Hi-Res Analytics. Anzo displays the Hi-Res Analytics screen, which lists the existing dashboards. For example:
Click the name of the dashboard for which you want to modify access. Anzo opens the dashboard in the Hi-Res Analytics application.
Open the Properties dialog box for the either dashboard or for a specific lens:
- To change access at the dashboard level, click Dashboard in the main toolbar and select Properties.
  Sharing a dashboard automatically shares the lenses in that dashboard.
- To change access for a lens in the dashboard, click the lens to display it and then click the Properties button in the object toolbar.
In the Properties dialog box, click the Security tab. This tab lists the available groups and users who can view this dashboard or lens.
Select a user or user group to manage, and then modify any of the following options:
- Remove a user or group: Click the delete icon (X) next to the user or group.
- Add a user or group: Click Add a user or group. On the User/Group Browser dialog box, select the users or groups that you want to add. Then click OK.
- Access Details: Select the access level for the selected user or group. Refer to Dashboard Level Permissions Reference or Lens Level Permissions Reference above for details about each of the access options.
  - None: No permissions set for the selected dashboard or lens.
  - View: Grants the View predefined permission set for the selected dashboard or lens.
  - Modify: Grants the Modify predefined permission set for the selected dashboard or lens.
  - Admin: Grants the Admin predefined permission set for the selected dashboard or lens.
  - Other: Enables you to set custom access levels for the selected dashboard or lens. Select the checkboxes to enable any combination of the following permissions: Read, Write, Delete, or Manage (administrator permissions).
Click Save to save the changes.