Private by Default
All resources in Vigilos - dashboards, insights, and reports - start as private. Only the creator can see and modify them. Resources remain invisible to everyone else, including organization admins, until explicitly shared.There is no admin override for private resources. Organization administrators cannot view or access resources that have not been shared with them. This ensures strict privacy for exploratory work and draft analyses.
Sharing with Individuals
You can share any dashboard, insight, or report with specific users in your organization.Set the permission level
Choose the permission level for this user:
| Permission | Access |
|---|---|
| View | Read-only access. The user can see the resource and its data but cannot modify it |
| Edit | Full access. The user can modify the resource’s configuration, layout, and settings |
Sharing Organization-Wide
To make a resource visible to everyone in your organization, share it without selecting a specific user. This grants access to all current and future members of the organization. Organization-wide shares also use the view or edit permission level, giving you control over whether the entire team can modify the resource or only view it.Auto-Sharing Referenced Insights
When you share a dashboard, all insights referenced by its widgets are automatically shared with the same user at the same permission level. This ensures that recipients can view the data behind every widget without you needing to share each insight individually. The same applies to reports - sharing a report automatically shares any insights referenced by its chart, table, or big number blocks.Auto-shared insights are tracked separately. If you later remove a user’s access to the dashboard or report, the auto-shared insight access is also revoked (unless the insight was also shared independently).
Access Request Workflow
When a user navigates to a resource they do not have access to, they can request access from the owner.Request access
The user clicks Request Access on the resource page. They can include an optional message explaining why they need access.
Owner receives notification
The resource owner receives an access_request notification with the requester’s name, the resource, and any message.
Owner reviews the request
The owner can approve or deny the request:
- Approve: The requester is granted view access to the resource
- Deny: The request is rejected and the requester is notified
Request Statuses
| Status | Meaning |
|---|---|
| pending | Request submitted, awaiting owner review |
| approved | Owner granted access |
| denied | Owner rejected the request |
| withdrawn | Requester cancelled the request |
Permission Levels
Vigilos uses two permission levels for shared resources:View
Read-only access. The user can see the resource, view its data, and interact with visualizations, but cannot modify the configuration, layout, or settings.
Edit
Full access. The user can modify the resource, including changing queries, rearranging layouts, updating settings, and resharing with others.
Notifications
Vigilos sends in-app notifications for sharing-related events:| Event | Notification Type | Recipient |
|---|---|---|
| Someone requests access to your resource | access_request | Resource owner |
| Your access request is approved | access_approved | Requester |
| Your access request is denied | access_denied | Requester |
Summary
Who can see my resources?
Who can see my resources?
Only you, until you explicitly share them. No one else in your organization - including admins - can see your private resources.
What happens when I share a dashboard?
What happens when I share a dashboard?
Can I share with my entire organization?
Can I share with my entire organization?
What if someone needs access to my resource?
What if someone needs access to my resource?
They can click Request Access and optionally include a message. You will receive a notification and can approve or deny the request.