Setting up Analyst copilot (EAP)

To use Analyst copilot, users must have the proper Explore or project-level permissions.

What's my plan?

All Suites

Professional, Enterprise, or Enterprise Plus

Support with

Explore Professional or Enterprise

Summary: ◀▼

You can set up and access Analyst Copilot by managing project permissions at the group level with View, Edit, or Admin roles. Explore admins have full access, while others need granted permissions. Access Analyst Copilot through Analytics to view and modify project content based on your permission level. Contact your admin if you lack access or permissions for specific projects.

To use Analyst copilot, users must have the proper Explore or project-level permissions.

This article contains the following topics:

• Understanding permissions
• Configuring permissions

Understanding permissions

Access to Analyst copilot projects is granted at the group level. Each group you add can be assigned one of three permission levels for a project and its assets:

• Viewer: Can view the content within projects, but cannot modify it. Cannot see project access settings.
• Writer: Can view and modify the content of projects. Cannot see project access settings.
• Admin: Can view and modify the content of projects. Can see project access settings.

Project access is determined by group assignment and a user's Analyst copilot role. Viewers are always view-only. Editors inherit the level they're assigned. Admins have full access.

If users have been granted the following Analytics permissions in Admin Center using a role, these permissions will also apply to Analyst copilot. For example:

Analytics role	Analyst Copilot permission
View dashboards	Viewer
Manage reports and dashboards	Writer
Manage reports, dashboards and dataset permissions	Admin

Configuring permissions

To grant access to projects

1. On the Analyst copilot home page, locate your project in the list of assets..
2. Next to your project, click the options icon (), then click Manage access.

   

3. On the Manage access page, for each group you want to give access, choose the group name from the drop down, the level of access (Viewer, Writer, Admin), then click Add.
4. When you've finished adding groups, click Save.

If you don't see Analyst copilot in Analytics or don’t have access to specific projects, reach out to your Zendesk admin or the project owner to request the necessary group-based permissions.

For help with Explore permissions, see Giving users access to Explore.