The Explore default datasets have read-only access permissions for all Explore users. When you create custom datasets, you can configure access permissions for your agents. After you add users to your Explore account, and define their role, you can choose which custom datasets they can view and change. This helps you secure your company information from unauthorized views or changes.
Read this article to learn about the various permissions available, and how to configure them for editors and admins. To learn how to create users with the editor and admin roles, see Giving agents access to Explore.
Setting editor permissions
Explore admins and account owners can set dataset access permissions for editors. If you set at least one dataset permission for another admin, they gain all permissions (create, edit and save queries, metrics and attributes) to the dataset. If you don't set any permissions for an admin, they can't access the dataset. However, because admins can manage datasets, they can go to the datasets permissions page and modify their own permissions. To ensure that an admin can’t modify datasets, change their Explore role to editor or (if you're using Support Enterprise), configure the Explore custom role Explore > What can this agent do in Explore? to Create reports.
To set permissions for editors
- In Explore, click the Admin icon (
) on the left sidebar.
- On the admin page, click the Editor authorizations icon.
- Click the Editor authorizations drop-down menu above your list of custom datasets. The default datasets are not shown in the list.
- On the Dataset authorizations page, choose the editor you want to set
permissions for. Note: Only users that have previously accessed the Explore instance are shown in the list.
- Check the boxes next to the permission settings you want to apply for the different
datasets.
Choose from:
- Can view: The editor can see the dataset and the queries created from the dataset (view-only).
- Can save queries: The editor can create, update, and delete queries created from the dataset.
- Can edit: The editor can create calculated elements and edit element data structure within a dataset.
- Can edit datasets: The editor can rename datasets and select a different datasets.
Or choose Select all.
- When you are finished, navigate away from the page. Changes are saved automatically.
9 Comments
Hello,
For me this does not work. I can see that an Editor by default has no permissions to none of the datasets, which is Ok, but in fact when I login with that test user, I can pretty much do everything, even edit the out of the box queries (in addition to see them). What is wrong here? I have also tried to just grant access to one dataset, still that user can see all. This is the setup for the user:
Is there some kind of bug or do I miss something?
Thanks!
Hi Alfredo,
It looks like your issue is something we would want to pull into a ticket so we can get a little more information and assumption access to take a look.
Keep an eye on your email and we'll contact you with a ticket ID!
Have a good one
I am the owner of the databases, but I can't see anything under "applied" in the time filter. When I go to the editor authorization and select my name, the drop down looks different than everyone else's -- no databases are appearing.
Hello Khadeeja,
I'm not quite sure I understand what you mean when you say that your cannot see anything under "applied" in the time filter. Can I get some more information on what you're expecting to see and what page in Explore you're seeing this problem on?
As for the editor authorizations, that's expected. You always get full access to all the datasets that you create, and this access cannot be taken away. If you were the only one in your account to create any datasets, you would automatically have full access to all datasets so there is nothing to display here, because you cannot get any more or less access to any datasets in your account.
I have the same problem, I also see the checkboxes but no names of editors. I choose the editor in the listbox but no database is showed, only the same line Khadeeja Ibrahim gives in here question.
So my question is:
How can I give different rights to different editors.
Hey Hans,
I'm going to bring this into a ticket so our Customer Advocacy team can take a look at this for you.
You'll receive an email shortly stating your ticket has created.
Cheers!
Hi there,
I'm also having the same issue - that I can only see the one line as per the image above.
Is there a way I can give different access as Hans has asked?
Hello The O2 London,
I'm going to create a ticket on your behalf so our experts can look into this. You should expect a response from our Advocacy team shortly.
Best regards.
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