Step 1: Set up permissions

In the following section, you can find how to set up permissions for your backend application or web server to embed the Q search bar. This task requires administrative access to AWS Identity and Access Management (IAM).

Each user who accesses a dashboard assumes a role that gives them Amazon QuickSight access and permissions to the dashboard. To make this possible, create an IAM role in your AWS account. Associate an IAM policy with the role to provide permissions to any user who assumes it. The IAM role needs to provide permissions to retrieve embedding URLs for a specific user pool.

With the help of the wildcard character *, you can grant the permissions to generate a URL for all users in a specific namespace. Or you can grant permissions to generate a URL for a subset of users in specific namespaces. For this, you add quicksight:GenerateEmbedUrlForRegisteredUser.

You can create a condition in your IAM policy that limits the domains that developers can list in the AllowedDomains parameter of a GenerateEmbedUrlForRegisteredUser API operation. The AllowedDomains parameter is an optional parameter. It grants developers the option to override the static domains that are configured in the Manage QuickSight menu and instead list up to three domains or subdomains that can access a generated URL. This URL is then embedded in a developer's website. Only the domains that are listed in the parameter can access the embedded Q search bar. Without this condition, developers can list any domain on the internet in the AllowedDomains parameter.

To limit the domains that developers can use with this parameter, add an AllowedEmbeddingDomains condition to your IAM policy. For more information about the AllowedDomains parameter, see GenerateEmbedUrlForRegisteredUser in the Amazon QuickSight API Reference.

The following sample policy provides these permissions.

{
    "Version": "2012-10-17",
    "Statement": [
        {
            "Effect": "Allow",
            "Action": [
                "quicksight:GenerateEmbedUrlForRegisteredUser"
            ],
            "Resource": "arn:partition:quicksight:region:accountId:user/namespace/userName",
            "Condition": {
                "ForAllValues:StringEquals": {
                    "quicksight:AllowedEmbeddingDomains": [
                        "https://my.static.domain1.com",
                        "https://*.my.static.domain2.com"
                ]
            }
        }
        }
    ]
}

Also, if you're creating first-time users who will be Amazon QuickSight readers, make sure to add the quicksight:RegisterUser permission in the policy.

The following sample policy provides permission to retrieve an embedding URL for first-time users who are to be QuickSight readers.

{
    "Version": "2012-10-17",
    "Statement": [
        {
            "Action": "quicksight:RegisterUser",
            "Resource": "*",
            "Effect": "Allow"
        },
        {
            "Effect": "Allow",
            "Action": [
              "quicksight:GenerateEmbedUrlForRegisteredUser"
            ],
            "Resource": [
              "arn:partition:quicksight:region:accountId:user/namespace/userName"
            ],
            "Condition": {
                "ForAllValues:StringEquals": {
                    "quicksight:AllowedEmbeddingDomains": [
                        "https://my.static.domain1.com",
                        "https://*.my.static.domain2.com"
                ]
            }
        }
        }
    ]
}

Finally, your application's IAM identity must have a trust policy associated with it to allow access to the role that you just created. This means that when a user accesses your application, your application can assume the role on the user's behalf and provision the user in QuickSight.

The following example shows a sample trust policy.

{
    "Version": "2012-10-17",
    "Statement": [
        {
            "Sid": "AllowLambdaFunctionsToAssumeThisRole",
            "Effect": "Allow",
            "Principal": {
                "Service": "lambda.amazonaws.com"
            },
            "Action": "sts:AssumeRole"
        },
        {
            "Sid": "AllowEC2InstancesToAssumeThisRole",
            "Effect": "Allow",
            "Principal": {
                "Service": "ec2.amazonaws.com"
            },
            "Action": "sts:AssumeRole"
        }
    ]
} 

For more information regarding trust policies for OpenID Connect or Security Assertion Markup Language (SAML) authentication, see the following sections of the IAM User Guide:

• Creating a role for web identity or OpenID Connect federation (console)

• Creating a role for SAML 2.0 federation (console)