After you add users to your Explore account, 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.
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 Adding users to Explore.
Setting editor permissions
If you are an admin or the account owner, you can set permissions for what your editors and other admins can access. Admins can edit permissions for all users, including themselves. Viewers do not have any additional permissions.
This section shows you how to set permissions for users to access datasets. The following sections in this article describe the available permissions in further detail.
To set permissions for editors
- In Explore, click the Admin icon () on the left sidebar.
- In the admin menu toolbar, click the Editor authorizations icon.
- Click the Editor authorizations drop-down menu above your list of datasets.
- On the Dataset Authorizations page, select 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.
- Can view: Editor can see the dataset and the queries created from the dataset (view-only).
- Can save queries: Editor can create, update, and delete queries created from the dataset.
- Can edit: Editor can create calculated elements and edit element data structure within a dataset.
- Can edit datasets: Editor can rename datasets and select a different datasets.
- When you are finished, navigate away from the page. Changes are saved automatically.