Permission to Edit Project Metrics, Reports, and Dashboards

By default, project administrators and editors (see User Roles) can edit any user-defined metric, report, or dashboard. Administrators can deny editors' permission to edit these objects.

Contents:

Lock a Dashboard

When a dashboard is locked, the metrics on the reports on the dashboard and the reports themselves are also locked. If an administrator unlocks the dashboard, the dashboard can be edited but dashboard metrics and reports remain locked until they are unlocked manually.

The permissions that you specify apply to the entire dashboard. You cannot apply permissions to some dashboard tabs and not others.

Steps:

  1. Click Dashboards on the project toolbar.
  2. With the dashboard displayed, click the Gear icon, and then click Sharing & Permissions.
    The dashboard permission dialog opens.
  3. In the section "These users can edit the dashboard", select Admins only, and click Save changes.
    The dashboard is now locked, and only project administrators can edit it. The padlock symbol appears next to the function buttons.

Lock a Report

When a report is locked, the metrics on the report are also locked. To unlock a metric, you must remove the lock manually.

If you want to change permission settings for a report that is used in a locked dashboard, first unlock the dashboard. To do so, follow the steps in Lock a Dashboard, but select Admins & Editors at Step 3.

Steps:

  1. Click Reports on the project toolbar.
  2. Click the report that you want to lock.
    The report page opens.
  3. Click Options, then click Settings.
    The report settings dialog opens.
  4. Select Only Admins can modify this report, and click Save.
    The report is now locked, and only project administrators can edit it. The padlock symbol appears next to the Saved button.

Lock a Metric

If you want to change permission settings for a metric that is used in a locked dashboard, first unlock the dashboard. To do so, follow the steps in Lock a Dashboard, but select Admins & Editors at Step 3.

Steps:

  1. Click Manage on the project toolbar.
  2. On the Data tab, click Metrics.
  3. Click the metric that you want to lock.
    The metric page opens.
  4. Click Sharing & Permissions.
    The metric permission dialog opens.
  5. Select Only Admins can modify this metric, and click Save Permissions.
    The metric is now locked, and only project administrators can edit it. The padlock symbol appears next to the Sharing & Permissions button.

Lock Objects for Powered by GoodData Environments

For more information on locking objects via API, see Managing Users and Access Rights.

Metrics, reports, and dashboards retain any edit and visibility restrictions when they are individually exported and then imported into another project.

If you export a dashboard via API, all reports and metrics referenced in the dashboard are included in the export. These referenced objects retain any edit and visibility restrictions.