User permissions
By default, if you create a collection, only you can access the collection and the contents within. To share a collection of reports and dashboards with other users, add them to the collection.
You are automatically assigned the manager role when creating a new collection. There can be multiple managers for a collection. However, there must be at least one manager for every collection. Managers can do the following:
- Add, edit, and remove dashboards and reports to the collection.
- Edit the collection name and delete the collection using the context menu in the header.
- Add, edit, and remove other users and user groups to collections via the collection's Users tab.
A manager can add a new user or group to the collection using the Add button. Use the ID of the user/group to add them. Every user/group has a role assigned to them that specifies their access rights to the collection.
An editor may edit, delete, and create new dashboards or reports in the collection. Editors may not edit the name of the collection, delete the collection, or change anything in the Users tab.
Those with read-only access to the collection may only view the components contained within, as well as copy them. Viewers cannot create, edit, or delete components in a collection. They are also not allowed to rename or delete the collection itself, or change anything in the Users tab.