Dashboards & Reporting

VL-jkc
Membre

restricting access to report details

Résolue

Hi,

 

is there a way to give members access to the dashboard, without them being able to click on the reports and access the report details?

 

Thanks

2 Solutions acceptées
jolle
Solution
Expert reconnu

restricting access to report details

Résolue

Hey @VL-jkc, thanks for reaching out!

 

As far as I understand, "View access" is the lowest access level that can be granted for users on an individual dashboard. However, that includes clicking into a report and seeing the full view (though if they don't have edit permissions, they won't be able to add filters or change anything up).

 

What are you trying to prevent here? They may be another way to set up the reporting to get what you're after. Thanks!

Jacob Olle

Director of Marketing Technology

NgageContent

HubSpot Certified Trainer

emailAddress
jacob@ngagecontent.com
website
https://ngagecontent.com/
Create Your Own Free Signature

Voir la solution dans l'envoi d'origine

danmoyle
Solution
Leader d'opinion | Partenaire solutions Elite
Leader d'opinion | Partenaire solutions Elite

restricting access to report details

Résolue

Same thought as @jolle here, @VL-jkc. HubSpot is meant to be collaborative and show data to all users within reason. Reports on data can be limited when you create them, but in general it's meant to be shared. I'm curious about the use case, too. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/

Voir la solution dans l'envoi d'origine

2 Réponses
jolle
Solution
Expert reconnu

restricting access to report details

Résolue

Hey @VL-jkc, thanks for reaching out!

 

As far as I understand, "View access" is the lowest access level that can be granted for users on an individual dashboard. However, that includes clicking into a report and seeing the full view (though if they don't have edit permissions, they won't be able to add filters or change anything up).

 

What are you trying to prevent here? They may be another way to set up the reporting to get what you're after. Thanks!

Jacob Olle

Director of Marketing Technology

NgageContent

HubSpot Certified Trainer

emailAddress
jacob@ngagecontent.com
website
https://ngagecontent.com/
Create Your Own Free Signature
danmoyle
Solution
Leader d'opinion | Partenaire solutions Elite
Leader d'opinion | Partenaire solutions Elite

restricting access to report details

Résolue

Same thought as @jolle here, @VL-jkc. HubSpot is meant to be collaborative and show data to all users within reason. Reports on data can be limited when you create them, but in general it's meant to be shared. I'm curious about the use case, too. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/