Manage access to reports

This is for:

Business Analyst System Administrator

The Reports (platform-ca | platform-eu | platform-au) page in the Analytics section of the Coveo Administration Console displays usage analytics reports for your Coveo organization. It also allows members with the required privileges to manage report access. These reports can be either dashboards or explorers.

You can control which members of your organization are permitted to see specific dashboards or explorers directly within the reports themselves. This is useful for organizations with many custom explorers and dashboards, because it ensures that Coveo Administration Console users can only access the reports that are relevant to them.

Important

A dashboard or explorer with access restrictions isn’t secured. Although it’s only visible in the report list to members who have been granted access, anyone with the correct URL can see a report to which they haven’t been granted access using the method described in this article.

Manage Access to Reports

  1. On the Reports (platform-ca | platform-eu | platform-au) page, do one of the following:

    • Double-click the dashboard or explorer.

    • Click the dashboard or explorer, and then click Open in the Action bar.

  2. In the upper-right corner of the report, click More, and then select Manage report access.

  3. In the Manage Report Access panel that appears, define who has access to the report by selecting one of the following options:

    • Only me

    • Members with analytics privileges

      Members with analytics privileges are group members with the View right on the Analytics data, Named filters, Reports, Custom dimensions, and Permission filters privileges.

    • Custom

      1. Select Custom, and then click Add identity.

      2. Under Identity type, select whether you want to allow a member or a group to access the report.

      3. Under Member or Group, depending on the option you selected in the previous step, select the member or group that can access the report.

        You can filter member and group names by typing the desired name in the search box. The filter automatically applies as you type.

      4. Click Add Identity.

      5. Repeat this procedure to give multiple members or groups access to the usage analytics report.

        Notes

        • To edit a user or group, click the corresponding Identity or Admin-EditPermissionFilterAssignee2 or Expand.

        • To delete a user or group, click the corresponding X.

  4. Click Apply.

Note

Access to reports or part of their content may be further restricted if permission filters have been applied to certain members or groups.

Required privileges

The following table indicates the required privileges for members to view and edit reports on the Reports (platform-ca | platform-eu | platform-au) page and associated panels (see Members with analytics privileges, Manage privileges, and Privilege reference).

Action Service - Domain Required access level

View report access configurations

Analytics - Analytics data
Analytics - Dimensions
Analytics - Named filters
Analytics - Permission filters
Analytics - Reports
Organization - Organization

View

Edit report access configurations

Analytics - Analytics data
Analytics - Dimensions
Analytics - Named filters
Analytics - Permission filters
Organization - Organization

View

Organization - Groups

View all

Analytics - Reports

Edit

Analytics - Administrate

Allowed