Creating a Restricted User and Assigning Dashboards or Reports

Required Permissions Level: Company Administrator

A restricted user will only have access to reports and/or dashboards shared with them by others.  This user will not be able to create additional reports or dashboards, and will not be able to change enforced filters on reports or dashboards shared with them.  To create a restricted user, and give access to specific reports and dashboards, please follow the instructions below.


Creating the User:
Step 1: On the Sidebar Menu, click on Administrator Tools (the small gear) to navigate to the administration interface to create and manage user access to your Brightmetrics services.
Step 2: Click Add New User at the top of the page.
Step 3: A popup will appear where you will enter the new user’s information and choose the Role of Restricted User as shown here:
Step 4: You will then go through the steps to confirm if the new user will or will not have any dashboard tabs or you can choose to create some for the restricted user, and then choose Add User:
Granting Access to Dashboards:
Step 5: To grant access to an existing Dashboard, click on the pencil below the Dashboard name
Step 6: Select Permissions, and then adjust the toggle to show ALL USERS and adjust the permissions level on the dashboard to view and click okay.
*Note:* The restrictions are based on 1) the filters you have configured for each chart on this dashboard and 2) the tab permission you assign when adding the user to this dashboard.  To see the filters applied, click on the 3 lines on the top right and select Chart Options:
Any filters applied down the right side will determine what fields the user is restricted from changing.  In this example, the user will not be able to select another Workgroup when they drill into the details on the dashboard:
Sharing Reports:
Step 7: From the Sidebar Menu, click on Reports.
Step 8: Select the Saved Reports option
Step 9: Locate the name of the report to which you want to provide access
Step 10: Click on the 3 dots menu and choose Edit Permissions
Step 11: Click on the report and to the right of any filters you would like to be enforced; this will prevent the user from being able to select other options for that filter on this report.  This will apply to all users with View access to this report. In this example, the Workgroup Name has been locked and the user will only be able to run the report for the Admin Services workgroup.
Step 12: Once your filters are locked as desired, click Save to apply the changes.
Step 13: Once again in your saved reports click the 3 dots icon to the right of the report name that you wish to share:
Step 14: In the drop-down on the right, select Edit Permissions.
Step 15: Adjust the user you want to have restricted permissions on the report to view.
Step 16: Click okay.
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