How to grant view only access

Invite a new user from Settings (top right)>Team members (left sidebar).

Use the Add members button to add a new member with view all access to everything. Choose permission level View All.

Use the Share Pages button to grant access to specific report(s) only. You can also use the Share button found on pages throughout the system. See screenshots below.

Your colleague will receive an invitation to ScaleXP.

The invitee will be able to expand information, view formulas, and download reports, but not make any edits or changes to reports.

How to identify or change existing user access levels

To see the level of access already granted, go to Settings>Team members. You will see a list of member emails with access levels listed.

To change the level of access, click on the down arrow next to the Access level for that team member (right of page).

Where "Selected permissions" is shown, see the specific list of reports by clicking on Selected permissions>Edit permissions, then selecting or deselecting specific permissions using the tick boxes.

How to grant view only access - specific pages, dashboards or reports

From Settings>Team Members, choose Share Pages to grant view-only access to specific pages.

You can also grant access using the Share button at the top right of the page to be shared.

Tick the boxes next to the report(s) you want to share > Next > enter the email to be invited, and Send Invite.

Your colleague will receive an invitation to view the report or reports and will then only be able to see the information shared. 

The invitee will be able to expand information, view formulas, and download reports, but not view other reports or pages and not make any edits or changes to the reports.

Reports

Go to Reports (bar at top)>Share (button at top right)>Share Pages. You can also download the report using the download button (down arrow at top right).

Dashboards

Go to Dashboards (top)>Share (button at top right)>Share Pages.

Presentations

Go to Presentations (bar at top)>select a presentation (click on it)>Share (top right).

Customer Page

Go to Customers (top)>Share>Share Pages and choose the sharing options you prefer. You can choose view only or edit. This will apply to all reports on this page. You can also download this page using the download button. (down arrow at top right, next to Share button).

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