So far in this course, you have learned how to create interactive dashboards that visualize insights using AI and Cypher queries.
In this lesson, you will learn how to:
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Share your dashboards with specific stakeholders (content teams, marketing, executives)
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Enable access to dashboards for everyone in your project
For Self-Managed users
The examples in this lesson focus on Neo4j Aura’s sharing features. If you’re using Self-Managed Enterprise Edition, work with your administrator to manage dashboard access using your organization’s user management system.
Sharing your dashboards
To share a dashboard:
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Open the dashboard you want to share.
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Click the Share button at the top right.
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In the Share dashboard dialog:
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Invite specific users by entering their email addresses.
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Set project level access to allow everyone in the project to access the dashboard.
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Click Send Invites to send the invitations.
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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 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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Review the full list of your project users by going to the Users menu in the Project Settings page, where their roles and statuses are displayed
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 instance or settings.
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Metrics Reader: The only role that cannot view Dashboards. Metrics Reader has access to view performance metrics and monitoring data for instances within a specific project. Cannot make any changes to the instance or settings.
Console access and instance access
Access to the Console is not the same as access to the instances. Console access allows users to create and manage instances, but it doesn’t directly control access to the data within those instances.
When you create a new instance, you will be supplied with a separate set of credentials to access the instance.
Sharing dashboards 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, 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
To allow everyone in your project to have access to the dashboards, 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
User Roles for Dashboard Access
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, your stakeholders should not have the ability to modify the dashboards or access the instance 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
Project Viewer provides read-only access to instances and dashboards. Users with this role can view dashboards but cannot modify them or access the instance directly.
Solution
The correct answer is Project Viewer. This role allows users to view dashboards and their underlying data without making any changes to the instance or settings.
Project Viewer is ideal for 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 your dashboards with stakeholders by inviting users to your project and dashboards as VIEWERS. You also learned about different user roles and their permissions, ensuring the right people have access to make data-driven decisions.
In the next lesson, you will learn about additional resources and next steps to continue building dashboards with the Movies dataset.