Step 4. Share data with Customer

ThingsBoard supports multi-tenancy, allowing you to securely share devices and dashboards with different customers while keeping their data fully isolated.

Customer in ThingsBoard is a logical container used to isolate data and provide controlled access for external users under a tenant.

There are multiple ways to grant a Customer access to a specific entity:

• assign the Customer as the owner of the entity (exclusive access);
• share the entity with the Customer (shared access for multiple customers);

In this step, you will:

• create a Customer;
• assign the Customer as the owner of a device;
• share a dashboard with the Customer;

This demonstrates how ThingsBoard provides flexible access management and secure data isolation between customers.

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To create a new customer:

1. Navigate to Customers.
2. Click + Add customer.
3. Enter My New Customer as the title.
   Optionally, provide an address, phone number, or other additional details.
4. Click Add.

The Customer has been created.

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Make the customer the sole owner of the device so that only this customer has access to the device data.

1. Go to Devices.
2. Click on the Thermometer device to open its details.
3. Click Manage owner and groups.
4. In the Owner line, select your customer from the list.
5. Optionally, create a new entity group and add the device to it.
6. Click Update.

The device is now owned by the customer.

Make sure the device is assigned to your customer:

• Go to the Customers.
• Find your customer and click Manage customer devices.
• Verify that the device appears in the customer’s device list.

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Now share the dashboard with the customer.

The dashboard has already been added to the Customer’s dashboards group.

1. Navigate to the Dashboards ⇾ Groups.
2. Click the Share icon next to the Customer’s dashboards dashboard group.
3. Select the customer with whom you want to share the dashboard and set the permission level. In this case, choose Read, then click Share.

The customer now has read-only access to the dashboard.

To confirm that the group is shared with the customer:

• Click the pencil icon next to the Customer’s dashboards group to open its details.
• Open the Permissions tab to view all sharing permissions for this group.

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