Managing permissions for custom reports¶

To enable access for a member of your team, perform the following steps:

1. Sign in to Personalization with an account with Administrator permissions.
2. In the top menu, click Configure.
3. Click the Teams & Permissions link on the left side of the page
4. Click the name of the security group you want to grant access to the custom report functionality.
5. Scroll down to the Linked Security Resources section.

6. Click the Select a resource select box, and then select the appropriate permissions:

   • Analytics tab: Provides access to reports
   • Explore Data: Allows for report creation
   • Author reports: Allows for reports to be saved

   Note

   The permissions are additive in scope, and rely on one other.

   For example, failing to provide the Analytics tab permission to users who have the Explore Data permission will prevent those users from creating reports, as they do not have report access. Likewise, Author reports without Explore Data will prevent users from saving reports (as they cannot be created).

7. Click Add.
8. Click Save to save your changes.

For more information about updating and managing permissions in Personalization, see Managing permissions in Personalization

Next steps¶

After ensuring you have access to the custom reporting feature, explore the following pages to build, change, and maintain your custom reports:

• Learn what fields are available for use in your reports
• Create and modify your reports
• Download, edit, or delete your reports