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. Restricting permissions on the underlying data really serves no purpose once the site is live and public facing.