Creating a Restricted User and Assigning Dashboards or Reports

As of Sep 2017, ShoreTel has been acquired by Mitel; the product titles and images used in this article may not accurately reflect the official product titles post-acquisition. This includes subjects contained in the imagery of Brightmetrics' user interface.

Required Permissions Level: Company Administrator

A restricted user will only have access to reports and/or dashboards shared with them by others.  This user will not be able to create additional reports or dashboards, and will not be able to change enforced filters on reports or dashboards shared with them.  To create a restricted user, and give access to specific reports and dashboards, please follow the instructions below.

 

Creating the User:

Step 1: On the Sidebar Menu, click on "Users" to navigate to the administration interface to create and manage user access to your Brightmetrics services.

Step 2: Under the "Add User" section, enter the name and email address for the user. 

Step 3: Under User Role, select "Restricted User"

Step 4 (optional): Check the box if you'd like the user to be able to run Insights reports.  Details on what the Insights report contains can be found here.  

Step 5: Select the top checkbox if you'd like to create new dashboards for this user to view.  If the dashboard(s) you want to share with this user has already been created, select the second checkbox here. Skip to step 8 if you don't want to share an existing user's dashboards with the new user.

Step 6: Select the user who currently has the dashboard(s) you'd like to share with this new user. (See Note below screenshots pertaining to restrictions on the dashboards shared.)

Step 7:  Click "View" next to any dashboard you'd like this user to see.

Step 8:  Click Add User once complete. 

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*Note:* The restrictions are based on the filters you have configured for each chart on the dashboard.  To see the filters applied to any chart, once in Edit Dashboard, click on the triangle in the bottom right corner then select Chart Options

Any filters applied down the right side will determine what fields the user is restricted from changing.  In this example, the user will not be able to select another Workgroup when they drill into the details on the dashboard:

 

Sharing Reports:

Step 9: From the Sidebar Menu, click on On-Demand Reports.

Step 10: Select the Saved Reports radio button

Step 11: Select the name of the report to which you want to provide access

Step 12: Click on Edit Mode

RestrictedUserUpdate.png

Step 13: Click on the pin to the right of any filters you would like to be enforced; this will prevent the user from being able to select other options for that filter on this report.  This will apply to all users with View access to this report. In this example, the Workgroup Name has been pinned and the user will only be able to run the report for the Admin Services workgroup.

Step 14: Once your filters are pinned, click Save at the bottom to apply the changes.

Step 15: In your Saved Reports list, click the icon to the right of the report name that you wish to share:

Step 16: In the dropdown on the right, select the name of the user to whom you would like to give access.

Step 17: Leave the second dropdown as View.

Step 18: Click Add User.  This user now has View Only access to the report.

If you have any questions regarding Brightmetrics' Mitel (ShoreTel) Reporting and Data Analytics Services, please email us at support@brightmetrics.com.

 

Creating the User:
Step 1: On the Sidebar Menu, click on Administrator Tools (the small gear) to navigate to the administration interface to create and manage user access to your Brightmetrics services.
 
Step 2: Click Add New User at the top of the page.
 
 
Step 3: A popup will appear where you will enter the new user’s information and choose the Role of Restricted User as shown here:
 
 
Step 4: You will then go through the steps to confirm if the new user will or will not have any dashboard tabs or you can choose to create some for the restricted user, and then choose Add User:
 
 
Granting Access to Dashboards:
Step 5: To grant access to an existing Dashboard, click on the pencil below the Dashboard name
 
Step 6: Select Permissions, and then adjust the toggle to show ALL USERS and adjust the permissions level on the dashboard to view and click okay.
 
 
*Note:* The restrictions are based on 1) the filters you have configured for each chart on this dashboard and 2) the tab permission you assign when adding the user to this dashboard.  To see the filters applied, click on the 3 lines on the top right and select Chart Options:
 
 
Any filters applied down the right side will determine what fields the user is restricted from changing.  In this example, the user will not be able to select another Workgroup when they drill into the details on the dashboard:
Sharing Reports:
Step 7: From the Sidebar Menu, click on Reports.
Step 8: Select the Saved Reports radio button
Step 9: Select the name of the report to which you want to provide access
Step 10: Click on Edit Mode
 
Step 11: Click on the lock to the right of any filters you would like to be enforced; this will prevent the user from being able to select other options for that filter on this report.  This will apply to all users with View access to this report. In this example, the Workgroup Name has been locked and the user will only be able to run the report for the Admin Services workgroup.
 
 
Step 12: Once your filters are locked as desired, click Save at the bottom to apply the changes.
Step 13: In your Saved Reports list, click the 3 dots icon to the right of the report name that you wish to share:
 
 
Step 14: In the drop-down on the right, select Edit Permissions.
Step 15: Adjust the user you want to have restricted permissions on the report to view.
Step 16: Click okay.
 
 
If you have any questions regarding Brightmetrics' Mitel (ShoreTel) Reporting and Data Analytics Services, please email us at support@brightmetrics.com.

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