Analytics permissions

This article describes the permissions needed to use the Analytics module.

To set the permissions, you need to create a user role or edit an existing one and open the Permissions matrix. In the matrix, the permissions are collected into groups. Some of these groups can be expanded to set more granular permissions.

How to read this list

In this article, each heading describes an action. The permissions for that action are described in the form of breadcrumbs.

For example, if the required permissions are:

• Profiles > Client list: read
• Search engine: create, edit

The permission matrix needs to look like this:

The read permission is not explicitly listed when any higher permission is required - the portal enables it automatically.

I want to…

access the Analytics module

You need any read permission from the Analytics category.

work with dashboards

Analytics (all):

• read - to see dashboards
• create - to create dashboards
• edit - to update dashboards
• delete - to delete dashboards

view analyses

Analytics > analysis type: read

edit analyses

Analytics > analysis type: edit

create analyses

Analytics > analysis type: create and:

• for Geoanalytics and aggregates: Segmentations: create
• for Expressions - to publish a version (including a new expression), you also need the execute permission.

duplicate analyses

Analytics > analysis type: create

delete analyses

Analytics > analysis type: delete

preview results

• Analytics > analysis type: read
• Profiles > Client list: read
  This is required to choose the profile context for the preview.

clone an analysis to another workspace

In the source and target workspace, you need:

• Cloning: create
• create and edit permissions for the cloned analysis type and all nested objects that will also be cloned in the process.

To learn more about cloning, see Cloning objects to other workspaces.