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Assign Reporting Permissions

Learn how to grant view or edit access to reports.

Updated over 2 weeks ago

To grant access to view or edit a report, follow these steps:

  1. Navigate to Signals.

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  2. Select Reporting in the panel on the left.

    Screenshot 2024-10-04 at 1.00.11 PM.png

  3. Choose the desired report.

    Screenshot 2024-10-04 at 1.00.19 PM.png

  4. Click Edit Criteria.

  5. Here, you can manage access controls for viewing and editing the report.

    Screenshot 2024-10-04 at 1.00.34 PM.png

  6. Assign View or Edit permissions to individual users, roles (groups of users), or hierarchies as needed.

    View only users can adjust date range if pinned filter has no date range. For example, if a view-only user is viewing a dashboard someone else created, as long as there’s no date range pinned, the view-only user can update the timeframe, which gives me more flexibility and insight as a dashboard viewer.

    Screenshot 2024-10-04 at 1.00.42 PM.png

ℹ️ You may also be interesting in learning how to Adjust User Permissions.

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