Reporting Roles & Permissions

Updated 

Roles and Permissions for reporting can be modified and added for users basis their roles and responsibilities. Majorly dashboard permissions and other settings related to reporting and analytics can be modified.

Following is the list of roles and permissions that are governed for the users along with a description of what these permissions determine.

Dashboard Roles

Reporting Dashboard Permissions

Permission Type
Permission Category
Permission
Description

Reporting

Dashboards

View

Allows users to view and access Reporting Insights Dashboards.

Reporting

Dashboards

Create

Allows users to create new Reporting Dashboards.

Reporting

Dashboards

Edit

Allows users to edit existing Reporting Dashboards.

Reporting

Dashboards

Delete

Allows users to delete existing Reporting Dashboards.

Reporting

Dashboards

Export

Allows users to export Reporting Dashboards.

Reporting

Dashboards

Share

Allows users to share reporting dashboards across workspaces.

Reporting

Dashboards

User Sharing

Allows users to share reporting dashboards with users/user groups of the current workspace.

Reporting

Dashboards

Clone

Allows users to clone existing Reporting Dashboards.

Reporting

Dashboards

Lock

Allows users to lock and unlock Reporting Dashboards.

Reporting

Dashboards

Create Widget

Allows users to create new Reporting widgets.

Reporting

Dashboards

Edit Widget

Allows users to edit existing Reporting widgets.

Reporting

Dashboards

Delete Widget

Allows users to delete existing Reporting widgets.

Reporting

Dashboards

Export Widget

Allows users to export Reporting widgets.

Reporting

Dashboards

Clone Widget

Allows users to clone existing Reporting widgets.

Reporting

Dashboards

Lock Widget

Allows users to lock and unlock Reporting widgets.

Reporting

Dashboards

Lock SLA Preset

Allows users to lock SLA preset configurations.

Reporting

Dashboards

Change Widget Chart

Allows users to change the chart visualization for Reporting widgets.

Reporting

Dashboards

SLA Dashboard

Allows users to view and access the SLA Dashboard in Reporting Insights.

Reporting

Dashboards

Campaigns Dashboards

Allows users to view and access the Campaigns Dashboard in Reporting Insights.

Reporting

Dashboards

SED Dashboards

Allows users to view and access the Social Engagement Dashboard in Reporting Insights.

Reporting

Dashboards

Inbound Tag Dashboard

Allows users to view and access the Inbound Tag Dashboard in Reporting Insights.

Reporting

Dashboards

Profile Overview

Allows users to view and access the Profile Overview Dashboard in Reporting Insights.

Reporting

Dashboards

Enable Drilldown

Allows users to drill into data points further within Reporting dashboard widgets.

Settings Roles

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Permission Type
Permission Category
Permission
Description

Reporting

Settings

Custom Metrics

Allows users to create Custom Metrics in Reporting.

Reporting

Settings

Scheduled Reports

Allows users to configure scheduled exports for Reporting.

Reporting

Settings

Annotations

Allows users to annotate Reporting widgets.

Reporting

Settings

Data Sources

Allows users to view Data Sources in Reporting.

Reporting

Settings

Target Metrics

Allows users to configure Target Metrics in Reporting.

Reporting

Settings

Dashboard Manager View

Allows users to access the Dashboard Manager.

Reporting

Settings

Explore Create

Allows users to create new Explore configurations in Reporting Settings.

Reporting

Settings

Explore View

Allows users to view and access Explore in Reporting Settings.

Reporting

Settings

Explore Edit

Allows users to edit existing Explore configurations in Reporting Settings.

Reporting

Settings

Explore Delete

Allows users to delete Explore configurations in Reporting Settings