Dataset Security

You can share, and apply security settings to datasets.

Acquired Datasets

Standalone (public) datasets can be shared the same way that stories and folders can be shared. In the sharing dialog, you can choose the access level for the users or teams that the dataset is shared with: View, Edit, Full Control, or a Custom access level. Datasets that aren't shared can't be viewed or modified by anyone but the dataset owner.

For information about sharing files, see Sharing a File or Folder.

You can also apply security settings based on user roles. In the Start of the navigation pathSecurity Next navigation step RolesEnd of the navigation path area, you can assign general permissions for datasets, but you can't assign permissions for individual datasets. For information on user roles, see Roles.

Users should be assigned a role with the appropriate dataset permission level. For example, someone assigned only Read access to datasets in their role won't be able to create datasets.

Think of it like a combination: to read a dataset that another user shares with you, you'll need three things:

  • Rights to read the dataset via the sharing rights that are set by the user when they share it.
  • Read rights on the Dataset application privilege.
  • Read Rights on the Private Files application privilege.

If you don't have one of these three rights, you won't be able to read (open or use) the dataset.

For each role, an equivalent Team is created, and all users assigned to a role are also assigned to that team. When you share a dataset, you can choose to share it with one of these role-based teams. For example, the role BI Admin has full access to datasets. You can share a dataset with the team BI_Admin. Then, all users who are assigned to the BI Admin role would have full access to that dataset.
Embedded datasets inherit their permission settings from the containing story. For more information, see Creating a Standalone (Public) Dataset.
Live Datasets (for Smart Predict)

For information about security for live datasets, see: