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Chart Permissions

Chart permissions control who can access one specific chart. You can grant access to users, roles, departments, or the whole organization.

This is different from the page-level Visualization permission. Page-level permission controls whether a person can enter the module or use actions such as create and export. Chart permissions control whether that person can view, edit, or delete one chart after the chart is already in the system.

When To Use​

Use chart permissions when different charts in the same workspace should be visible to different audiences.

Common examples:

ScenarioRecommended Setup
Only managers should see a management dashboardAdd the manager role or department to the chart permission list
Regional teams should edit only their own chartsGive each region's role or department View and Edit on its own charts
Sensitive charts should be visible to a small groupAdd only the required users, roles, or departments
A shared chart should be visible to everyoneLeave chart permissions empty, or add the organization as a visible subject

Permission Model​

Each chart permission entry includes one subject and its allowed actions.

Supported subjects:

Subject TypeMeaning
UserOne specific member account
RoleA role code or role assignment
DepartmentOne department
OrganizationThe current organization scope

Supported actions:

ActionMeaning
ViewOpen and view the chart. This action is always enabled for a permission entry
EditModify chart configuration and save changes
DeleteDelete the chart

View is the base permission. When you add a subject to the chart permission list, View is always included. Edit and Delete are optional.

Default Behavior​

If a chart has no chart permission entries, the chart is visible to everyone who already has page-level access to Visualization.

After at least one chart permission entry is configured, the chart becomes restricted. Only subjects that match an entry with the required action can use that action.

Space administrators are not blocked by chart permission entries.

Open The Permission Panel​

  1. Open Visualization
  2. Open an existing chart, or create a new chart and enter the editor
  3. In the left activity area, switch to Permissions
  4. Use the permission panel to add subjects and configure actions

Add A Subject​

  1. In Permissions, click Add Subject
  2. Select one or more subjects from users, roles, departments, or organization
  3. Confirm the selection

Each new subject is added as one permission entry.

By default:

FieldDefault Value
ViewEnabled
EditDisabled
DeleteDisabled

The panel prevents adding the same subject repeatedly.

Edit Permissions In Batch​

You can edit multiple permission entries together.

  1. In the permission list, select one or more subjects
  2. Click Edit Selected
  3. Enable or disable Edit and Delete
  4. Click Apply

Batch editing keeps View enabled for the selected subjects.

Remove A Subject​

To remove one subject:

  1. Find the subject in the permission list
  2. Click the delete action on that row

To remove multiple subjects:

  1. Select multiple permission entries
  2. Click the batch delete action

Removing a subject removes all chart-level permissions for that subject on the current chart.

How Chart Permissions And Page Permissions Work Together​

Both layers must allow the action.

ActionRequired Conditions
Open chartThe user has page-level chart view permission, and the chart permission list allows View or is empty
Edit chartThe user has page-level chart edit permission, and the chart permission list allows Edit or is empty
Delete chartThe user has page-level chart delete permission, and the chart permission list allows Delete or is empty
Export chart or data tableThe user has page-level chart export permission. Export is not configured separately inside chart permission entries

This means a user might be able to open Visualization but still not be able to open one restricted chart. It also means a user with chart-level Edit still cannot edit if the page-level edit permission is missing.

For most teams, this pattern is the easiest to maintain:

  1. Use page-level permissions in role management to control who can enter Visualization, create charts, edit charts, delete charts, and export
  2. Use chart permissions only for exceptional charts that need narrower visibility
  3. Prefer roles or departments over many individual users when the audience is stable
  4. Leave chart permissions empty for common public charts inside the workspace

Troubleshooting​

A user can enter Visualization but cannot find a chart​

Check whether the chart has chart permission entries. If it does, confirm that the user matches at least one subject with View.

A user can view a chart but cannot edit it​

Check both layers:

  1. The chart permission entry must have Edit
  2. The user's page-level Visualization edit permission must also be enabled

A user can view a chart but cannot delete it​

Check both layers:

  1. The chart permission entry must have Delete
  2. The user's page-level Visualization delete permission must also be enabled

A user can view a chart but cannot export​

Export is controlled by the page-level export permission, not by chart permission entries.