Access control
This feature is available with a Pro or Enterprise plan
Access control settings
You configure access control settings for the following areas of SquaredUp:
- Workspaces: Control which users can access the workspace and set their permission level.
- Dashboards: Control which users can access the dashboard's workspace and set their permission level.
- Data Sources: Controlwhich users are allowed to link a data source to a workspace.
Useful tips about access control
If a user has direct permissions that differ from permissions through a group, which takes precedence?
The highest permission applies. If access control on a workspace gives a user the Viewer permission directly and the Editor permission to a group the user belongs to, the user has Editor permissions.
Similarly, if a user belongs to two groups, one that has the Editor permission and one that has Full Control, the user will have Full Control of the workspace.
Can an administrator add themselves to a workspace, and thereby gain access to its contents (dashboards, etc.)?
Yes. Administrators always have Full Control access over workspaces and data sources, including the ability to add themselves.
Do access control changes take effect immediately?
In some cases it may take up to one minute for access control changes to take effect, and sometimes a browser refresh may be required to see the changes reflected in SquaredUp.
If I create a data source and give the Link to workspace permission to someone, how can I stop that person sharing the data with everyone via their workspace?
You cannot. When you give the Link to workspace permission to someone, you are effectively delegating responsibility for protecting the data to them.
The only way to guarantee restricted access to a data source is to not give anyone the Link to workspace permission, and link the data source to your own workspace. You can then control access to the data by configuring access control.
I accidentally gave everyone the Link to workspace permission on my data source. I have now configured stricter access control. Will that automatically stop existing linked workspaces from accessing the data source?
No. Changing the access controls settings for a data source does not modify any existing workspace links. There are three options to handle this scenario:
- In the data source configuration, click on the Unlink from all workspaces option. Workspace admins who still have access through the new stricter access control will need to re-add a link to the data source if they want to use it.
- Delete the data source and reconfigure it. This is very similar to option 1, but requires reconfiguring the data source from scratch.
- Ask an organization administrator to remove the link to the data source from any existing workspaces. The administrator would have to check every workspace for the link.
Can I add a group to a group?
No. Nested groups are not supported.
Which permissions does a user need to create workspaces or data sources?
None. All users can create workspaces or data sources.