Granting Power User Access to External Report

In Metric Insights, Power Users have to be granted a Permission to be able to view or edit an External Report. This article describes the steps an Administrator should take to give the Power User View and Edit access to an External Report.

Granting View Access

View Access permits a Power User to see the External Report's tile on the Homepage and open it's preview.

An Administrator can grant the Power User access either to the separate External Report or to the whole Category with all the Elements it contains. For more details about granting access to the Category, check the Granting Access to Category article. Also, a Power User can get access to the External Report individually or inherit it from the Group he/she is a member of. For more details about granting View Access to the Group, check the Assigning Privileges and Permissions to the Group article.

If an Administrator gives the Power User only the Permission to view the External Report, it won't be shown on the Homepage until the User tries to find it via the Search bar. To see all the available Element tiles on the Homepage, the Power User has to be granted the "See Categories on Homepage" Privilege.

The Permission can be given from the External Report Editor and from the User Editor.

Give Permission from the External Report Editor

Access Content > Elements and click the necessary External Report Active Name link to open the External Report Editor

  1. Open the Advanced tab
  2. [Permissions]
  3. [+Element Access To User]
  4. User: Select the Power User to whom access is granted
  5. Power User can edit element: Leave the "No"option
  6. [Save]
  7. [Close]
Give Permission from the User Editor

Access Admin > Users & Groups and click on the PU's Active Name link to open the User Editor

  1. Go to the Elements tab
  2. [+Elements To User]
  3. Category: Optionally, filter the Elements by the Category
  4. Name: Select the External Report from the dropdown list
  5. Power User can edit element: Leave the default "No" option
  6. [Save]

With this Privilege, the Power User is able to see all the available Elements sorted by the Category on the Homepage, even if that PU doesn't have any access to the corresponding Categories.

Access Admin > Users & Groups and click on the PU's Active Name link to open the User Editor

NOTE: "See Categories on Homepage" Privilege can be a part of a Privilege Set. Assigning Privilege Sets rather than specific Privileges is recommended in Metric Insights, so check the Privileges List at the bottom of the page. If the "See Categories on Homepage" Privilege is not in the list, proceed with this step.

  1. On the Info tab scroll the page to the Privileges section
  2. [+Privilege To User]
  3. Filter the list by "homepage"
  4. Find the "See Categories on Homepage" Privilege and select the checkbox
  5. [Save]

Granting Edit Access

Edit Access permits a Power User to open the External Report Editor, edit the External Report and see the list of available Elements by opening the Elements entry of the Content menu. A Power User can grant access to the External Report to Power Users who are members of the same Group or the ones the PU has edit access to.

A Power User can get edit access to the External Report individually or inherit it from the Group he/she is a member of.

The Permission to edit the External Report can be given from the External Report editor and from the User Editor.

Give Permission from the External Report Editor

Access Content > Elements and click the necessary External Report Active Name link to open the External Report Editor

  1. Open the Advanced tab
  2. [Permissions]
  3. [+Element Access To User]
  4. User: Select the Power User to whom access is granted
  5. Power User can edit element: Select the "Yes"option
  6. [Save]
  7. [Close]
Give Permission from the User Editor

Access Admin > Users & Groups and click on the PU's Active Name link to open the User Editor

  1. Go to the Elements tab
  2. [+Elements To User]
  3. Category: Optionally, filter the Elements by the Category
  4. Name: Select the External Report from the dropdown list
  5. Power User can edit element: Select the "Yes" option
  6. [Save]

Allowing the PU to Grant Element Access to Any User or Group

By default, a Power User can only grant Elements access to members of the Group(s) to which this Power User belongs. To expand the PU's authority, grant him/her the "Allow Power Users to grant Element access to any User or Group" Privilege.

Access Admin > Users & Groups and click on the PU's Active Name link to open the User Editor

  1. On the Info tab scroll the page to the Privileges section
  2. [+Privilege To User]
  3. Filter the list by "element"
  4. Find the "Allow Power Users to grant Element access to any User or Group" Privilege and select the checkbox
  5. [Save]

You are done. Great job!