Understanding Explore user roles

Explore use roles to control the level of access agents are given to it. For example, you might want some agents to be able to create and view reports and other agents to have only view access to reports.

The role names, and the method you use to associate them with users depends on the Support plan you are using.

For more details about giving agents access to Explore, see Giving agents access to Explore. If you're using Explore Lite, all of your agents have view-only access to the pre-built dashboards.

In this article, you'll learn about the following Explore roles and the level of access they give to your agents:

• Explore roles in Support Professional
• Explore permissions in Support Enterprise roles

Explore roles in Support Professional

Explore includes the three roles in the table below when you use it with Support Professional. In addition, a fourth role no access is used when Explore is turned off in the agents profile.

Role	Permissions
Admin	Includes all Editor permissions plus the following: Update account-level settings like default chart colors, Excel export settings, start of week, and dashboard sharing permissions. See Explore admin menu settings. Update dataset permissions. See Setting Explore dataset permissions. Delete custom datasets. See More dataset operations. Manage dashboard delivery schedules for all Explore users. See Scheduling dashboard deliveries.
Editor	Create and customize new dashboards, reports, and datasets. Edit created and shared dashboards, reports, and datasets. Share dashboards with team members. See Sharing and publishing dashboards. Set dashboard email delivery schedules. See Scheduling dashboard deliveries.
Viewer	View dashboards shared with them. See Viewing dashboards. Cannot create dashboards or reports.

Explore permissions in Support Enterprise roles

You can set the following permissions for the setting What can this agent do in Explore? in Support Enterprise roles:

Setting	Permissions
Create reports and manage permissions	Includes all Create reports permissions plus the following: Update account-level settings like default chart colors, Excel export settings, start of week, and dashboard sharing permissions. See Explore admin menu settings. Update dataset permissions. See Setting Explore dataset permissions. Delete custom datasets. See More dataset operations. Manage dashboard delivery schedules for all Explore users. See Scheduling dashboard deliveries.
Create reports	Create and customize new dashboards, reports, and datasets. Edit created and shared dashboards, reports, and datasets. Share dashboards with team members. See Sharing and publishing dashboards. Set dashboard email delivery schedules. See Scheduling dashboard deliveries.
View reports	View dashboards shared with them. See Viewing dashboards. Cannot create dashboards or reports.
No access	Agents with no access cannot view or access Explore.