If users or roles can't see a dashboard, here's how to change their access levels.
How to change Upsales Insights user permissions
Click Settings → Analytics → Upsales Insights. This page is only there if your account has the Insights add-on.
You'll see two access permissions settings:
Dashboard Access
Access is set per dashboard, for roles, for individual users, or both. A user sees a dashboard if either their role or they themselves have access. Administrators see all dashboards. Users with access can:
- See specific dashboards and standard dashboards (if admins give permission in settings)
- Access data
- View reports
- View drills
Click the field under Roles with dashboard access to add a role, or under Users with dashboard access to add a user:
Explore Access
Click the field under Users with explore access and add the users that can:
- Explore all reports and create new reports
- Save content and edit reports
- Schedule reports and dashboards to external emails
- Create table calculations
- Access all data in drills
- Download reports in Excel and PDF
To make further changes, you can also add or edit users and roles, or change user or role permissions