Workspace Groups And Permissions

Create workspace groups and use them to manage dashboard sharing and access.

Create a group in Settings, name it, and add team members. This group can govern dashboard access in your workspace.

Creating Workspace Groups

To create a group for sharing permissions, click on your account icon in the top right hand corner (green circle), and select Settings. Navigate to the Team section. Select the Groups tab.

Create a group, name the group, and lastly, add desired team members to the group. This group can be used on the dashboard level to govern access to reports in your workspace. ​

Creating Dashboard Level Permissions

To create dashboard level permissions, on the dashboard page, click on the 'Share' button in the top right hand corner to select a group and the group's permission level.