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            Share Service Analytics

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            3. CRM Analytics

            Share Service Analytics

            Members of your team can only use Service Analytics if you share it with them.

            Required Editions

            User Permissions Needed
            To create and manage CRM Analytics apps: Manage CRM Analytics Templated Apps
              Edit CRM Analytics Dataflows

            You need to create an app before you can share it. See Create the Service Analytics App You can only share it with users who have the following permissions enabled:

            • Access Service Cloud Analytics Templates and Apps
            • Use Analytics Templated Apps
            • Access Sales Cloud Analytics Templates and Apps
            1. Open your app if it’s not already open. If you’ve navigated away from CRM Analytics Studio, go back to it, select All Items, find your app, and click it.
            2. Click the Share icon The Analytics Studio share app iconat upper right.
            3. In the next screen, use the search field under Invite others: to find other users in your org.
            4. Select whether you want to make the selected user a Viewer, Editor, or Manager of the app.
              Important
              Important Users with the “Use Analytics Templated Apps” permission and Editor or Manager access to the app can create, edit, and delete assets in the app.
            5. Click Add, then click Save.
             
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