How to create a custom roleto edit cards/dashboards, but only view (not edit) dataflows and datasets

SarahR365
SarahR365 Member
in Governance & Security

I want to grant some users access to maintain and update their dashboards, and the ability to view the datasets and dataflows. I don't want these users to edit the dataflows or datasets because they feed several other dataflows and dashboards, but in the edit role data grants, I only see "Manage" or "Edit", no "View" level of access for Datasets and Dataflows.

Screenshot 2025-02-20 131336.png

Thanks, Sarah

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Best Answers

  • ColemenWilson
    ColemenWilson Coach
    Answer ✓

    There are not separate grants to view datasets and edit datasets…yet. I know @DanBrinton is exploring it. For now what you can do it set them up as a visualization editor. They can create and edit cards and dashboards without accessing the datasets in the data center. When they go to create a card, they will be able to search for and select the data to use:

    Screen Shot 2025-02-20 at 12.56.13 PM.png

    Then in analyzer view, they can toggle between "Visualize" and "Data" to see the dataset they are working with.

    Screen Shot 2025-02-20 at 12.58.23 PM.png
    Screen Shot 2025-02-20 at 12.59.05 PM.png

    If I solved your problem, please select "yes" above

  • ColemenWilson
    ColemenWilson Coach
    edited February 21 Answer ✓

    @SarahR365 That is the view as user/view as role idea and I have actually seen a preview of this and it is going to be awesome! Not sure on release timeline yet but @DanBrinton is working on it.

    https://community-forums.domo.com/main/discussion/57732/view-as-user-or-view-as-role

    Here is what we use for the Viz editor role:

    Screen Shot 2025-02-21 at 11.00.45 AM.png
    Screen Shot 2025-02-21 at 11.01.14 AM.png
    Screen Shot 2025-02-21 at 11.08.39 AM.png
    Screen Shot 2025-02-21 at 11.09.56 AM.png
    Screen Shot 2025-02-21 at 11.10.42 AM.png

    And the API grant, in my opinion should be turned off, thanks for getting me to review it and realize that that should not be enabled.

    If I solved your problem, please select "yes" above

Answers

  • ColemenWilson
    ColemenWilson Coach
    Answer ✓

    There are not separate grants to view datasets and edit datasets…yet. I know @DanBrinton is exploring it. For now what you can do it set them up as a visualization editor. They can create and edit cards and dashboards without accessing the datasets in the data center. When they go to create a card, they will be able to search for and select the data to use:

    Screen Shot 2025-02-20 at 12.56.13 PM.png

    Then in analyzer view, they can toggle between "Visualize" and "Data" to see the dataset they are working with.

    Screen Shot 2025-02-20 at 12.58.23 PM.png
    Screen Shot 2025-02-20 at 12.59.05 PM.png

    If I solved your problem, please select "yes" above

  • SarahR365
    SarahR365 Member

    Thanks @ColemenWilson . I'd definitely be interested to know what comes out of @DanBrinton's exploration. Also, is there a way for admin's to log-in as another user to test out the access and see how they see things?

  • SarahR365
    SarahR365 Member

    Also @ColemenWilson if you could share what grants you recommend for a "Visualization Editor" role that would be super helpful!

  • ColemenWilson
    ColemenWilson Coach
    edited February 21 Answer ✓

    @SarahR365 That is the view as user/view as role idea and I have actually seen a preview of this and it is going to be awesome! Not sure on release timeline yet but @DanBrinton is working on it.

    https://community-forums.domo.com/main/discussion/57732/view-as-user-or-view-as-role

    Here is what we use for the Viz editor role:

    Screen Shot 2025-02-21 at 11.00.45 AM.png
    Screen Shot 2025-02-21 at 11.01.14 AM.png
    Screen Shot 2025-02-21 at 11.08.39 AM.png
    Screen Shot 2025-02-21 at 11.09.56 AM.png
    Screen Shot 2025-02-21 at 11.10.42 AM.png

    And the API grant, in my opinion should be turned off, thanks for getting me to review it and realize that that should not be enabled.

    If I solved your problem, please select "yes" above

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