This access group set allows you to control who can view and manage Insights dynamic dashboards and reports.
TIP
To enable dynamic dashboards for users, we recommend you create a new access group in Settings > Access Groups, add users to the group, and check the permissions in this access group set as desired.
This access group set allows you to control who can view and manage Insights dynamic dashboards and reports.
Insights Dynamic Dashboards
This section lets you control who can view and manage Insights dynamic dashboards and reports.
- Manage Insights dynamic dashboards—If checked, members of this group can create, edit, clone, and delete Insights dynamic dashboards and reports.
WARNING
This permission gives members the ability to create Insights reports containing all your account data. Depending on your organization’s sensitivity to sharing data, we strongly urge you to use caution when granting this level of access to users. Generally, dashboard manage access is only granted to Account Administrators and other members of an operations team.
- View Insights dynamic dashboards—If checked, members of this group can see Insights dynamic dashboards and reports that have been shared with them.
Shared Dynamic Dashboards
This section lets you control which Insights dynamic dashboards the members of this group can view and/or manage. Select Edit, then check the dashboards on the next page.
NOTE
Insights dynamic dashboard permissions are cumulative and apply to all the dashboards a user has access to. For example, if a user only has the view permission in one of their access groups, but has the manage permission from a different access group, they’ll be able to manage all the dashboards they have access to, regardless of which access group a dashboard was shared with.
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