While we recommend that you set datasets powering your finance apps to public, we do offer another option for datasets that our customers would like to be kept private.
- Log in to your data platform and navigate to the dataset you wish to work with.
- Click on the brown "Manage" button at the top of the dataset, select “Permissions” and set the dataset to private.
- Then, in the same “Manage” toolbar, you will want to open up the “Sharing” tab and share the dataset with firstname.lastname@example.org. This will allow the Open Budget site to view the underlying data without exposing it to the public, which is useful when working in a staging event.
As mentioned above, we recommend that you set dataset permissions to public when you go live with a site, as the information and purpose of the finance apps is to share the data with the public.