Here you'll find:
How to add users to your account
How to restrict which metrics a user is allowed to see
How to restrict which dashboards a user is allowed to see
First things first, you can invite as many users as you like and restrict which part of your data the users should be able to have access to.
Important: you have to be the Account Owner to invite & manage users/access!
You can see who your account owner is when having a look at the users overview in your Account Settings.
1. Adding new users
In those settings, as the account owner you can invite new users one by one by clicking "Invite Users" and entering their email address. This generates an invite link that is tied to that specific email address. All that is left is sharing that invite link with the person you’re inviting, as the invite link will not be sent by email automatically.
The invite link only works if the invited email address exactly matches the email address the user is using to log into the Google sign-in!
2. Restricting User Access - Metrics
To make sure everyone in your company has access to the data needed and at the same time keeping information confidential, you can also add custom roles to each user and restrict the metrics a role is allowed to access.
Metrics to deliberately exclude: Contribution Margins, EBITDA, MPR, aMPR, COGS, Logistics Costs, Transaction Costs and CLV.
As an account owner, to set this up you go to your account settings, click "Manage Access", configure all roles needed, and assign each user's role in the user overview.
This will make several KPIs and columns in the reports shown as "You don't have permission" to the respective roles.
3. Restricting User Access - Dashboards
To keep whole dashboards hidden from certain users, go the same way as for restricting metrics for certain users:
Go to your Account Settings, click "Manage Access", "Add Role", name it and untick the checkboxes for the dashboards that shouldn't be visible for that role and click "Add Role" at the bottom again to save it
Then go to the users overview and assign the corresponding role to each user you'd like to restrict in the "ROLE" column
That's it. Everytime a user with a limited access role is now trying to access a dashboard he doesn't have access to, it will look like this:
