Team Management Best Practices


#1

Team management in Chartio becomes increasingly important as the number of users grow in your Chartio account. Not only is this important for keeping track of which users are using Editor vs. Viewer licenses, but it’s also important for ensuring access to sensitive dashboards is properly assigned.

Assign access permissions at the team level, and not the individual user level. This applies to dashboard access as well as data source access.

Create and name your teams to distinguish which users have access to what. We recommend a structure similar to what is outlined below. This allows you to quickly see who has data access and who has viewer permissions for potentially sensitive dashboards.
Owners Team

  • Bob

HR Editors

  • Mary

HR Viewers

  • Joe

Company-wide Editors

  • Mary
  • Pete

Company-wide Viewers

  • Joe
  • Sue
  • Jack