User access and permissions

You can restrict access to named users by selecting them under Dashboard settings ► Permissions.

Note: This feature is available only in the Silver plan or higher

Screen Shot 2018-05-30 at 0.26.21.png

To add new users to the list, you first have to invite them. The level of access depends on the user role so that the permissions tab is available only for users with Member role. Observers cannot access this tab. 

The default visibility for newly invited users depends on whether the dashboard has restricted visibility or not. Dashboard visibility is considered restricted if all users are not selected under the permissions tab.  

Screen Shot 2018-05-30 at 12.35.51.png

If dashboard has restricted visibility, newly invited users won't get access to the dashboard by default, but instead, need to be granted access explicitly under the permissions tab. If all users are granted access, newly invited users get access by default. 

When you click Save, only the selected users have access to the dashboard. The ones not selected cannot any longer access any of the screens in the dashboard. If they were recipient of the Weekly Digest, they no longer receive it. You can re-activate access any time under the same permissions tab. 

Permissions are dashboard specific so that you can adjust your access settings for each of your team separately.

All Member level users can adjust permissions of a dashboard. You can specify user roles at the Account ► Permissions in the Setup menu.

< back to main