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:
You'll see two access permissions settings:
Dashboard Access
This setting is applicable to roles only:
- 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 and add the role:
Explore Access
Click to enter the name of a user 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 their user or role permissions