Hi, We are currently struggling with user permissions for a customer. They want some users to only be able to export to csv/excel/powerpoint. For others, they would like them to be able to send via email but not schedule emails. There will be an admin that will create scheduled reports for everyone. In addition they do not…
This knowledge base article lists all of the events that are tracked in the Activity Log, but it's not obvious what some of them mean (eg. “Shared” vs “Added” vs “Access Granted”). It would be helpful to add definitions to the documentation so that admins can better leverage this data.
Rakuten has a product request: Instead of blocking Public Embed entirely, we want a new Role/Grant can be developed to use Public Embed with this Custom role or grant. Currently "Embed content" grant exists but want to separate Public Embed.
Currently, there's an option to enable/disable users from 'Creat[ing] Scheduled Reports and export[ing] to email, print, PowerPoint, CSV, and Excel.' I would like to retain the ability to share the cards/dashboards but would like to have an option of preventing users from accessing the underlying data behind the chart…
Right now, all my certified cards look the same. I have to hover over the certification to see which department certified the card. It would be cool if I could have a purple badge for "Loan Officer Certified" and an orange bade for "Accounting Certified", etc.
There needs to be more granularity around the permissions that can be assigned to roles - specifically regarding the permission grants offered for Role and User management. There needs to be alternatives to the current 'all-or-nothing' options of 'Manage all roles' and 'Manage all users' permissions. I created a custom…
Need the ability in Company Settings to set defaults that will make it easier to secure our data. Prevent drilling from card to the dataset by default Enable row-level PDP by default Enable column-level PDP by default Enable locking pages immediately upon creation Enable locking cards immediately upon creation Disable…
Can you provide an option to impersonate another user's profile using admin account. Specifically, I would like to know if it is possible to access and view another user's account, such as a customer's account, in order to troubleshoot issues they may be experiencing, even if they have been granted the necessary access.…
The current view of users displays a myriad of columns, and allows for the selection of which columns you'd like to view. However you cannot save this column selections for future use, nor export based on your selections. Further, the bulk export does not identify Users' roles, but instead their Role ID's, requiring future…
It would be nice for admins to be able to view and manage all connector accounts. Currently, admins cannot see which accounts are in the environment without creating a card or having the account shared with them. Even then, they are not able to manage who has access to them without being the owner. Our current work around…
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