After you give users access to Explore and define their role, you can choose which datasets they can view and change. This helps you secure your company information from unauthorized views or changes.
This article contains the following topics:
Understanding dataset access
Most of the Explore default datasets have read-only access for all Explore users by default. However, custom datasets require an admin to grant a user access to see or edit.
If you don't grant an editor or admin access to a dataset, they won't be able to create reports from it, or see data from it in either dashboards or reports, even when shared.
Explore admins and account owners can set dataset access for other users. If you set any level of access for another admin for a dataset, they gain all access (creating, editing, and saving reports, metrics, and attributes) to that dataset.
Admins can also modify their own access. If you want to prevent an admin from modifying dataset access, change their Explore role to Editor or a custom role with only the Create reports permission.
Setting dataset access
To set dataset access for users
- In Explore, click the Settings icon (
) in the left sidebar.
- On the Dataset access tab, click the User drop-down field and select the user you want to set dataset permissions for.
- For each dataset, set the following dataset permissions for the selected user:
-
Reports: Choose what users can do with reports that use the dataset:
- No access
- View, create, export
- View, create, export, save
- Create calculations: Select the checkbox to allow the user to create standard calculated metrics and attributes. This option isn’t available for users with the No access permission level.
- Clone dataset: Select the checkbox to allow the user to create a copy of the dataset. Default datasets and datasets owned by deleted users can’t be cloned. This option isn’t available for users with the No access permission level.
-
Reports: Choose what users can do with reports that use the dataset:
- Click Save.