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Dashboard Permissions

This article outlines the process for setting up user access to Decipher research dashboards. It also details how to publish and share a finished dashboard.

Overview

The research dashboard system utilizes multiple permission layers for both creation and general viewing.  

1: Dashboard User Permissions

To view, edit or create a dashboard, you must have the proper permissions enabled. There are three levels of user permissions available for dashboards:

  • Build:  You may create and edit all dashboards associated with the project

  • View:  You may view all dashboards associated with the project

  • None:  No access to dashboards associated with the project

Note: Additionally, in order to access dashboards at all, your company must have application access to dashboards enabled.

Click here to learn more about learn more about managing user permissions within Decipher.

2: Public Versus Private Dashboards

Along with setting the access permissions, you can control the sharing settings on any dashboard you have created. A dashboard can be set to either private or public status.

A private dashboard requires you to be logged-in to view or make any edits to the dashboard. A public dashboard allows anyone to view the dashboard as long as they have the link to the specific viewing page and the dashboard has been published.

By default, dashboards are set to be private. This setting can be modified from within the dashboard editor:

privpub.png

3: Publishing a Research Dashboard

You can publish a dashboard at any time simply by clicking on the “Publish” button next to it within the dashboard menu:

publishingdb.png

You also have the option to publish your dashboard directly from the preview window, by clicking on “Publish Dashboard” within the yellow flag at the top of the page:

publishnotice.png

Regardless of which publishing option you choose, you will see the following pop-up screen providing the link to your newly published dashboard. You can click on the “Copy Link” button to copy the link to your clipboard for sharing, or close the alert by clicking on “Done”:

publishpopup.png

If you make a mistake or need to make additional edits to your dashboard after you have published it, you can put it back into development simply by clicking on “Unpublish” in the dashboards menu:

unpublishdb.png

Note: If you unpublish a dashboard, previously created share links will no longer be valid.

4: Setting Dashboard Access Levels

Note: When restricting viewing access, make sure that the dashboard's Compat level is set to level 2+.

Once you’ve published your dashboard, you may decide to share some elements with only a select few individuals. You can restrict dashboard viewing access to a specific list of users by adding an access control list (acl) to any elements you wish to share with them.

Note: HTML is not supported within an acl.

To do this, you would need to add the following script to which page, table, or chart definitions you would like to allow permissions:


acl=<acl name>,<acl name>,<acl name> …

If listing more than one acl, be sure to include quotation marks around the full list and to not leave any blank spaces between acl names.

where the <acl name> is predefined using:


acl [anonymous=1] <acl name> username1 username2 ...

Note: anonymous=1 is optional, and allows anonymous users to be part of a group.

If a page, chart or table does not have an acl, then anyone can view it according to their user permissions.


Example:


acl anonymous=1
acl executives someone@decipherinc.com someone2@decipherinc.com
acl supervisors someone3@decipherinc.com someone4@decipherinc.com
acl regulars someone5@decipherinc.com someone6@decipherinc.com

page acl="anonymous, supervisors" "a tab for anonymous and predefined supervisor users"
html "hello from page 1"

page "html shown to everyone, table shown to executives, chart shown to regulars,"
html “hello from page 2”
table acl=executives "a table for predefined executives"
rows q1.r1-r3
chart acl=regulars "a chart for regulars"
type column
rows q1.r1-r3

In the above example, the <acl names> are first defined and then used to control page, table and chart access.