> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.kodelabs.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How Building BI permissions work

> Understand how view access, edit access, collaborators, and collections control who can use Building BI dashboards.

Building BI separates **view** access from **edit** access. You need the right permissions to view dashboards. To edit a dashboard, you must be added as a collaborator. Access is either role-based or user-based.

## Two kinds of access

| Access | Who gets it      | How you grant it                                                                            |
| ------ | ---------------- | ------------------------------------------------------------------------------------------- |
| View   | Roles            | Publish a [collection](/products/building-bi/collections) to all roles or a subset of roles |
| Edit   | Individual users | Add them as collaborators on the dashboard                                                  |

A dashboard that is never published in a collection stays visible only to its owner and collaborators. Collections are how dashboards become visible to the wider organization.

For how collections publish visibility by role, see [Collections](/products/building-bi/collections).

## Platform roles live in Launchpad

KODE OS roles and product permissions are configured in Launchpad, not inside Building BI.

That includes platform permissions such as `Manage Collections`, which is required to create and manage collections. Assign roles and product permissions in [KODE OS apps and roles](/products/launchpad/client-organizations/apps). For the Building BI permission list, see the [Launchpad permissions reference](/products/launchpad/client-organizations/apps/permissions-reference#building-bi).

## Where you manage dashboard access

Use the `Collections and Dashboards` page in Building BI to manage how dashboards are shared.

From there you can:

* Publish collections and change which roles can view them
* Open a dashboard's `Permissions` dialog to manage collaborators

## Grant edit access with collaborators

Collaborators are individual users with read and edit access to a specific dashboard.

<Steps>
  <Step title="Open Collections and Dashboards">
    In Building BI, open the `Collections and Dashboards` page.
  </Step>

  <Step title="Open dashboard permissions">
    Open the three-dot (`…`) menu on the dashboard row and select `Permissions`.
  </Step>

  <Step title="Add collaborators">
    Open the `Collaborators` tab. Select `Add Users`, choose the people who should edit the dashboard, then save.

    <Frame caption="Adding a collaborator from the dashboard Permissions dialog">
      <img src="https://mintcdn.com/kodelabs/qpy9KTqZYAZmFRi5/images/kode-os/building-bi/bbi-permissions-add-collaborator.gif?s=6f84c3fd641f6d067a14a5262cdb7d48" alt="Collections and Dashboards page showing the My Dashboards three-dot menu opened to Permissions, then the Collaborators tab with Add Users to grant edit access" width="2104" height="1270" data-path="images/kode-os/building-bi/bbi-permissions-add-collaborator.gif" />
    </Frame>
  </Step>
</Steps>

The person who created the dashboard appears as `Owner` on the collaborators list. The owner always has collaborator access. You cannot remove the owner's collaborator access or change who the owner is. Collaborators can also edit the collaborators list.

<Note>
  The `Users` and `Roles` tabs in the `Permissions` dialog are legacy. Collection publishing supersedes them for view access. Use `Collaborators` for edit access and collections for view access.
</Note>

## Grant view access with collections

View access is role-based and managed through collections. A [collection](/products/building-bi/collections) is a published set of dashboards shared with roles in your organization.

When you publish a collection, you can publish to all roles or to a subset of roles. You can later change which roles can view the collection with `Manage Viewers`.

Only users with the `Manage Collections` platform permission can create collections. That permission is managed in Launchpad.

<Steps>
  <Step title="Open the collection menu">
    On the `Collections and Dashboards` page, open the three-dot (`…`) menu on the collection card.
  </Step>

  <Step title="Open Manage Viewers">
    Select `Manage Viewers` to see which roles can view the collection.
  </Step>

  <Step title="Add roles">
    Select `Add Role`, choose the roles that should view the collection, then save.

    <Frame caption="Adding a role as a collection viewer">
      <img src="https://mintcdn.com/kodelabs/qpy9KTqZYAZmFRi5/images/kode-os/building-bi/bbi-permissions-manage-viewers.gif?s=7c5e530bc612b28d4d5a5afe51a27e5f" alt="Collections and Dashboards page showing a collection three-dot menu opened to Manage Viewers, then Add Role to grant view access by role" width="2104" height="1270" data-path="images/kode-os/building-bi/bbi-permissions-manage-viewers.gif" />
    </Frame>
  </Step>
</Steps>

For full publish and collection management steps, see [Collections](/products/building-bi/collections).

## Next steps

<CardGroup cols={2}>
  <Card title="Collections" icon="folder-open" href="/products/building-bi/collections" arrow={true}>
    Publish collections and manage which roles can view them.
  </Card>

  <Card title="Dashboards" icon="layout-dashboard" href="/products/building-bi/dashboards#dashboard-permissions" arrow={true}>
    Add collaborators from the dashboard permissions dialog.
  </Card>

  <Card title="KODE OS roles" icon="users" href="/products/launchpad/client-organizations/apps" arrow={true}>
    Configure roles and product permissions in Launchpad.
  </Card>

  <Card title="Collections" icon="folder-open" href="/products/building-bi/collections" arrow={true}>
    Publish collections to control dashboard visibility by role.
  </Card>
</CardGroup>
