Required Permissions Level: Create/Modify Dashboard Tabs and/or Create On-Demand Reports
Did you know that you can define, for a specific saved report or dashboard tab, what level of permissions a user has for that particular item? This allows your team to have more precise control over how different perspectives are shared within the team and the wider organization. Even if a user has permissions such as "Create/Modify Dashboard Tabs" and/or "Create On-Demand Reports," you can restrict their access so they cannot see any dashboard tab or report at all ("None"), or limit them to view-only access ("View"). Below is an overview of the various permission levels for reports and dashboards available in Brightmetrics.
Adjusting permissions on a dashboard tab
For adjusting permissions on a dashboard tab, use these two steps:
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1
Select the eye/pencil icon to change it into a pencil icon, indicating you can now edit the dashboard tab. -
2
Select Permissions after selecting the dashboard tab you want to grant or adjust permission on.
Adjusting permissions on a saved report
For adjusting permissions on a saved report, use these two steps:
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1
Select Reports and then choose Saved Reports. -
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Select the 3 dots menu icon next to the report you wish to grant or adjust permission on and choose Edit Permissions. Make the changes to the report by sliding the top tab to ALL USERS, then searching for the user's name you want to share the report with.
Permission levels
| Admin | Allows anyone with this level of access to do anything they wish with the report or dashboard tab. They can modify, edit, or completely remove or delete the report. With Admin access, they can also grant permissions to another user, ranging from Admin to None. |
| Modify | Grants the user the ability to modify the report or dashboard in any way except for sharing permissions and complete deletion. They can modify, edit, and remove/add values. |
| View | Allows the user to view the report or dashboard but not make any changes to it. No editing can be done under the View permission level. |
| None | Removes the user completely from the list of persons with access rights on the report or dashboard. The email address changed to "None" will disappear from the permissions list. |
If you have any questions regarding Brightmetrics Reporting and Data Analytics Services, please email us at support@brightmetrics.com.
Related Links:
Adding a Brightmetrics User
Creating a Restricted User