For adjusting permissions on a dashboard tab you can use these two steps shown below:
Step 1: Select the eye/pencil icon indicated below to change into a pencil icon indicating you can now edit the dashboard tab
Step 2: Select "Permissions" after selecting the dashboard tab you want to grant or adjust permission on.
For adjusting permissions on a saved report you can use these two steps shown below:
Step 1: Select "Reports" and then choose Saved Reports
Step 2: Select the 3 dots menu icon next to the report you wish to grant or adjust permission to and choose Edit Permissions. Make the changes here to the report by sliding the tab on top to ALL USERS and then searching for the user’s name you want to share the report across to.
Admin: This will allow for anyone with this level of access to do anything they would like with the said on-demand report or dashboard tab. They can modify, edit and choose to completely remove/delete the report. With Admin access to this report, they can also give permissions to another user ranging from admin to none.
Modify: Gives the user the ability to do anything to the report or dashboard outside of sharing permissions and complete deletion. Modify, edit, remove/add values, etc.
View: View will give you the ability to view the report or dashboard but not make changes to it. No editing can be done under the view permission level.
None: None will remove you completely from the list of persons on the report or dashboard with access rights. The email address you change to “none” will disappear from the list of persons with permissions.
If you have any questions regarding Brightmetrics Reporting and Data Analytics Services, please email us at support@brightmetrics.com.
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