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App-Level Sharing
CRM Analytics apps are like folders, allowing users to organize their own data projects—both private and shared—and control sharing of dataset, lenses, and dashboard.
All CRM Analytics users start off with Viewer access to the default Shared App that’s available out of the box; administrators can change this default setting to restrict or extend access. Each user also has access to a default app out of the box, called My Private App, intended for personal projects in progress. The contents of each user’s My Private App aren’t visible to administrators, but dashboards and lenses in My Private App can be shared.
All other apps created by individual users are private, by default; the app owner and administrators have Manager access and can extend access to other users, groups, or roles.
Here’s a summary of what users can do with Viewer, Editor, and Manager access.
| Action | Viewer | Editor | Manager |
|---|---|---|---|
View dashboard, lenses, and dataset in the app. If the underlying dataset is in a different app than a lens or dashboard, the user must have access to both apps to view the lens or dashboard. |
X | X | X |
| See who has access to the app | X | X | X |
| Explore datasets that the user has Viewer access to and save lenses to an app that the user has Editor or Manager access to | X | X | X |
| Save contents of the app to another app that the user has Editor or Manager access to | X | X | X |
| Save changes to existing dashboard, lenses, and dataset in the app (saving dashboard requires the appropriate permission set license and permission) | X | X | |
| Change the app's sharing settings | X | ||
| Rename the app | X | ||
| Update asset visibility in an app | X | X | |
| Delete the app | X |
