In the previous lessons, you learned how to create interactive dashboards in Aura using AI and Cypher queries.
In this lesson, you will learn how to:
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Share dashboards with specific users.
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Enable access to dashboards to everyone in your project.
Sharing your dashboards
Once you have created a dashboard, you can share it with others to collaborate and get feedback.
To share a dashboard, you can:
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Invite users: Add specific users to your project so they can access your dashboards
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Set project level access: everyone in the project can access the dashboards
Inviting users to your project
You can invite specific users to your project by sending them an email invitation. Once they accept the invitation, they will have access to the dashboards in your project based on their assigned role.
First, make sure the users you want to share it with are added as PROJECT_VIEWER to your project:
To do this, Navigate to Organisation>Project settings > Users, and click on the Invite Users button.
To invite users to your project so they can access your dashboards, follow these steps:
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Go to the Project Settings page in the Aura console
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Click on the Users menu
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Click on the Invite Users button
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Enter the email addresses of the users you want to invite
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Select the appropriate roles for the invited users
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Click Send Invites to send the invitations
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To review the full list of your project users, go to the Users menu in the Project Settings page, where you can see their roles and statuses
Understanding user roles
When sharing dashboards, it’s important to understand the different user roles and what permissions they have:
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Organisation Admin: Has full access to all projects and instances within the organization. Can manage users, billing, and organization settings.
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Project Admin: Has full access to all instances within a specific project. Can manage users and project settings.
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Project Member: Has read and write access to instances within a specific project but cannot manage users or settings.
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Project Viewer: Has read-only access to instances within a specific project. Cannot make any changes to the database or settings.
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Metrics Reader: This is the only role that cannot view Dashboards, but has access to only view performance metrics and monitoring data for instances within a specific project. Cannot make any changes to the database or settings.
Console access vs. database access
Access to the Aura Console is not the same as access to the database instances. Console access allows users to create and manage database instances, but it doesn’t directly control access to the data within those databases.
When you create a new database instance, you will be supplied with a separate set of credentials to access the database.
Sharing dashboads via email invitation
Confirm that the users you invited have accepted the invitation to join your project, and have a VIEWER role.
Once you have confirmed that the users have access to your project, you can share the dashboard with them by sending an email invitation:
After clicking the Invite button, the users will receive an email invitation to access the dashboard, and will be able to view all your pages created in that dashboard.
Setting general project access
If you want everyone in your project to have access to the dashboards, you can set the project level access:
This scenario is useful when you want to share dashboards with a larger group of users without inviting them individually.
Check your understanding
Making the Right Choice
You have a team of stakeholders and marketing analysts who need to view dashboards to plan further actions based on the insights derived from the data. However, they should not have the ability to modify the dashboards or access the database directly.
Which role should you assign to these users to ensure they have the appropriate level of access?
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❏ Project Admin
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❏ Project Member
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❏ Metrics Reader
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✓ Project Viewer
Hint
Think about the permissions each role provides and what your team needs to accomplish their tasks.
Solution
The correct answer is Project Viewer. This role allows users to view dashboards and their underlying data without making any changes to the database or settings.
This is ideal for your stakeholders and marketing analysts who need to view dashboards for insights but do not require write access or the ability to manage users or settings.
Summary
In this lesson, you learned how to share dashboards with others by inviting users to your project and dashboards as VIEWERS. You also learned about different user roles and their permissions.
In the next lesson, you will learn about additional resources and next steps to continue your learning journey with Neo4j Aura Dashboards.