Table of Contents

• How do I add users to my account?
• What are the concepts of collaboration inside of Easy Insight?
• How do I set access levels?
• How do I add users to a group?
• How do I add data sources, reports, and dashboards to groups?

How do I add users to my account?

You can add other users from the User Administration page under Account.

What are the concepts of collaboration inside of Easy Insight?

There are three levels of access inside of Easy Insight for data sources, reports, and dashboards:

• Owner -- the person who actually created the object
• Account Visible -- flag available when you save a data source, report, and dashboard
• Group Visible -- the object has been associated through a group

For smaller teams, you can probably get away with doing but Owner and Account Visible settings. The Group Visible settings are more relevant to larger teams where you want to restrict certain sets of users to certain data sets.

How do I set access levels?

When you save a data source, report, and dashboard, you have the option of setting a value for "Do you want to share this report with other users in the account?" If you check this option, the saved object will be visible to everyone in the account under the Home page

You can add users to a group by clicking in the group from the Group page, then clicking on Members and Add User.

How do I add users to a group?

You can add users to a group by clicking in the group from the Group page, then clicking on Members and Add User.

How do I add data sources, reports, and dashboards to groups?

Click to Data Sources and Reports under a given group and use the buttons on the right side of the page to add data sources, reports, and dashboards. These data sources and reports will become available to users in the group in both the group page and the individual user Home pages.