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
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
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 |