Dashboards & Reporting

VL-jkc
メンバー

restricting access to report details

解決

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件の承認済みベストアンサー
jolle
解決策
名誉エキスパート

restricting access to report details

解決

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

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danmoyle
解決策
ソートリーダー | Elite Partner
ソートリーダー | Elite Partner

restricting access to report details

解決

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/

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2件の返信
jolle
解決策
名誉エキスパート

restricting access to report details

解決

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
解決策
ソートリーダー | Elite Partner
ソートリーダー | Elite Partner

restricting access to report details

解決

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/