Dashboards & Reporting

VL-jkc
Member

restricting access to report details

SOLVE

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 Accepted solutions
jolle
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

restricting access to report details

SOLVE

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
Solution
Thought Leader | Elite Partner
Thought Leader | Elite Partner

restricting access to report details

SOLVE

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 this post help solve your problem? You can help others find answers when you accept a reply as a solution. (I also appreciate it!)


Dan Moyle

HubSpot Advisor

Impulse Creative

269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/

View solution in original post

2 Replies 2
jolle
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

restricting access to report details

SOLVE

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
Thought Leader | Elite Partner
Thought Leader | Elite Partner

restricting access to report details

SOLVE

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 this post help solve your problem? You can help others find answers when you accept a reply as a solution. (I also appreciate it!)


Dan Moyle

HubSpot Advisor

Impulse Creative

269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/