Creating a Restricted User and Assigning Dashboards or Reports

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 email address and select only “View Company data” in the Access Permissions box.

Step 3: Click Add User at the bottom of the page.

Step 4: A popup will be presented to confirm this user will not have any dashboard tabs and will not have permission to create their own.  Click OK.

Granting Access to Dashboards:

Step 5: To grant access to an existing Dashboard, click on the Sidebar Menu. Click on "Edit Dashboard".  If you’re not giving access to Dashboards and only want to give access to Reports, skip to Step 9.

Step 6: Select the Dashboard tab you want to provide visibility to.

*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 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:

Step 7:  On your dashboard, select Tab Permissions:

Step 8: A popup will appear with a list of users to whom you can grant access.  To the right of their names are the different permission levels available.  For a restricted user, you will select View, then click Okay. Repeat steps 6-8 for any additional dashboards to which you would like this user to have visibility.

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

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' ShoreTel Reporting and Data Analytics Services, please email us at support@brightmetrics.com.

 

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