Users

Managing user permissions

You can manage user permission to your project from the Project – Users page.

Add a user to the project

Click the + (Add) button.
Enter the user's email and permission level. Note that "Viewer" permission can only be given to users who do not have any other type of permission yet, and vice versa.
Click Save.
New users will receive an email invitation to complete sign up – will show "Pending invitation" until done. You can resend the invitation by editing the user.
Existing users' permission will be updated on their next visit (or after page reload).

Modify a user permission level

Click the user in the users list.
Choose the new permission level. Note that "Viewer" permission can only be given to users who do not have any other type of permission yet, and vice versa.
Click Update. The permission will be update on the next visit of the user (or after page reload).

See the list of dashboards accessible by a user

Locate the user in the users list.
Click the options icon on the right side of the row (ellipses) and choose "Dashboards".

Remove a user from the project

Locate the user in the users list.
Click the options icon on the right side of the row (ellipses) and choose "Delete".
Confirm the deletion. The user will lose permission immediately. Note that you cannot delete the actual user, but only remove him from the project. For more information contact your CSM.

Project permission levels

Users can have one of the following levels of permission:

Admin:
- Can make any changes to the Project, including changing Permissions.
- Can see, create, duplicate, edit and delete all the Reports in the project.
- Can create new Dashboards.
- Can only access Dashboards if shared with him.
- Can only edit Dashboards if given Edit permission on the dashboard.
User:
- Can see all the Reports in the project.
- Can create/duplicate Reports.
- Can only edit/delete his own Reports.
- Can see the project Event Sources, Live Events (for implementation purposes).
- Can see the project Schema.
- Can see, create and duplicate Segments.
- Can only edit/delete his own Segments.
- Can't see/edit any other project page/setting.
Viewer:
- Only has access to specific Dashboards that have been shared with him.
- Can change dashboard Date Range.
- Can see dashboard Filter Report and select values if the filter is set to allow it.
- Can't see dashboard Global filters in the top bar or in the reports preview – this allows you to filter the dashboard by any sensitive information, hidden from viewers.
- Can't see the project Schema
- Can't see/create Reports not in dashboard.
- Can't edit any Reports.
- Can't access any Project page (menu is hidden).

Note on viewer permission:

A user can only have viewer permission if he does not have any other permission level on any project, and vice versa. To give viewer permission to a user that has already signed up, either use a different email or remove his permission from all other project first. Contact your CSM for additional assistance.

Full permissions list


Feature	Action	Admin	User	Viewer
Reports	Add new	Yes	Yes	No
Reports	Duplicate	Yes	Yes	No
Reports	View	Yes	Yes	No
Reports	Edit	Yes	Only own	No
Reports	Delete	Yes	Only own	No
Dashboards	Add new	Yes	Yes	No
Dashboards	Duplicate	Only own/shared	Only own/shared	No
Dashboards	View	Only own/shared	Only own/shared	Only shared
Dashboards	Edit	Only own/shared as "Edit"	Only own/shared as "Edit"	No
Dashboards	Delete	Only own/shared as "Edit"	Only own/shared as "Edit"	No
Dashboards permissions	Share/edit/delete permissions	Only own/shared as "Edit"	Only own/shared as "Edit"	No
Dashboards date range	View	Yes, saved only for the user/when first shared	Yes, saved only for the user/when first shared	No
Dashboards date range	Edit	Yes, saved only for the user/when first shared	Yes, saved only for the user/when first shared	No
Dashboards filters	View	Yes, saved only for the user/when first shared	Yes, saved only for the user/when first shared	No
Dashboards filters	Edit	Yes, saved only for the user/when first shared	Yes, saved only for the user/when first shared	No
Dashboards filter report	View	Yes	Yes	Yes
Dashboards filter report	Edit values	Only own/shared as "Edit" dashboards, or if filter is set to allow it	Only own/shared as "Edit" dashboards, or if filter is set to allow it	No
Dashboards filter report	Edit conditions	Only own/shared as "Edit" dashboards	Only own/shared as "Edit" dashboards	No
Active project	View	Yes	Yes	No
Active project	Edit	Yes	Yes	No
Active project	Add new	Yes	Yes	No
Schema	View	Yes	Yes	No
Event Sources	View	Yes	Yes	No
Integrations	Add new	Yes	No	No
Integrations	View	Yes	No	No
Integrations	Edit	Yes	No	No
Integrations	Run	Yes	No	No
Integrations	Delete	Yes	No	No
Linked Data Sources	Add new	Yes	No	No
Linked Data Sources	View	Yes	No	No
Linked Data Sources	Edit	Yes	No	No
Linked Data Sources	Run	Yes	No	No
Linked Data Sources	Delete	Yes	No	No
Segments	Add new	Yes	Yes	No
Segments	View	Yes	Only own	No
Segments	Edit	Yes	Yes	No
Segments	Run	Yes	Only own	No
Segments	Delete	Yes	Only own	No
Aggregation Tables	Add new	Yes	No	No
Aggregation Tables	View	Yes	No	No
Aggregation Tables	Edit	Yes	No	No
Aggregation Tables	Run	Yes	No	No
Aggregation Tables	Delete	Yes	No	No
Alerts	Add new	Yes	No	No
Alerts	View	Yes	No	No
Alerts	Edit	Yes	No	No
Alerts	Run	Yes	No	No
Alerts	Delete	Yes	No	No
Publications	Add new	Yes	Only "Send now" from reports	No
Publications	View	Yes	No	No
Publications	Edit	Yes	No	No
Publications	Run	Yes	No	No
Publications	Delete	Yes	Only unsubscribe himself	Only unsubscribe himself
Jobs	Add new	Yes	No	No
Jobs	View	Yes	No	No
Jobs	Edit	Yes	No	No
Jobs	Run	Yes	No	No
Jobs	Delete	Yes	No	No
Live Events	Add new	Yes	No	No
Live Events	View	Yes	No	No
Live Events	Edit	Yes	No	No
Live Events	Run	Yes	No	No
Live Events	Delete	Yes	No	No
Events	Add new	Yes	No	No
Events	View	Yes	No	No
Events	Edit	Yes	No	No
Events	Run	Yes	No	No
Events	Disable	Yes	No	No
Properties	Add new	Yes	No	No
Properties	View	Yes	No	No
Properties	Edit	Yes	No	No
Properties	Run	Yes	No	No
Properties	Delete	Yes	No	No
Users	Add new	Yes	No	No
Users	View	Yes	No	No
Users	Edit	Yes	No	No
Users	Run	Yes	No	No
Users	Delete	Yes	No	No
Settings	View	Yes	No	No
Settings	Edit	Yes	No	No