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Manage roles for Access Analytics

Learn to manage roles in Access Analytics

Denisa Arjoca avatar
Written by Denisa Arjoca
Updated over a month ago

For your member to view Access Analytics, you need to give the member permissions for Access Analytics.
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The options available for Access Analytics are:

  • No Access: Access Analytics doesn't appear in the menu and no analytics apps are available.

  • User: Can view and interact with the insights and dashboards you've assigned them.

  • Designer: Can create their own analytics insights and dashboards. They can share this content with their colleagues.

  • Administrator: Can edit all content within the organisation, create their own content, and share any content with users within the organisation.


How to assign a role (individual)

  1. Go to Members in Access Evo.

  2. Open the 3-dot menu for a member.

  3. Select Manage Roles.

  4. Choose the desired Organisation Role.

  5. Click Save Changes and confirm in the pop-up.


How to assign a role (bulk)

  1. Go to Members in Access Evo.

  2. Use the tick icon to select multiple members.

  3. Click Add on the right-hand side.

  4. Select Assign Organisation Role.

  5. Choose the desired role.

  6. Click Set Role > Apply > Confirm in the pop-up.

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