Grant Access to a Report or Dashboard

Insights reports and dashboards are private to Insights Admins by default. You are able to share them with specific users in the Insights Admin area of the program, or on the Reports and Dashboards pages in the main application. 

• Users with the Insights Admin system role can access the Insights Admin area to share reports and dashboards with users, or do it on the Reports or Dashboards pages in the main application.
• On the Reports and Dashboards pages, users with the Edit Report Viewers permission can access the Select Viewers slider for each Report and Dashboard that they can view, allowing Insights Admins to delegate the responsibility to share reports and dashboards without giving access to the Insights Admin area.
• Users with the Reports & Dashboards permission have access to the reports and dashboards pages, where they can use the ones which have been shared with them.

To share a report or dashboard in the Insights Admin area:

1. Click your name in the upper left and select Insights Admin. (You can also click the settings gear icon in the upper right on the reports or dashboard pages.) 
2. In the left sidebar, click Reports or Dashboards, depending on which you want to share. 
3. Click the report/dashboard you want to share. Its slider will open. 
4. On the Viewers tab, click Select Viewers. The select Viewers slider opens.
5. Find the user to add. You can scroll through the list and also:
   • Select a user role from the dropdown to narrow the user list. 
   • Further narrow the user list by typing into the search box. 
6. Click a user's name to add them to the viewers list on the right. Click a user's clear remove icon to take them out of the viewers list.
7. Once all users you want to share the report or dashboard with are listed on the right, click Select. 
8. Click Save. 

To share a report or dashboard on the Reports or Dashboards page:

1. In the left sidebar, click Reports or Dashboards, depending on which you want to share. 
2. Click the person icon by the report or on the right side of the Dashboard header. The Viewers slider opens.
3. Click Select Viewers. The select Viewers slider opens.
4. Find the user to add. You can scroll through the list and also:
   • Select a user role from the dropdown to narrow the user list. 
   • Further narrow the user list by typing into the search box. 
5. Click a user's name to add them to the viewers list on the right. Click a user's clear remove icon to take them out of the viewers list.
6. Once all users you want to share the report or dashboard with are listed on the right, click Select. 
7. Click Save.