Capabilities and Limitations of Edit Access in Sales Analytics
Understanding what users can and cannot do with 'Edit' access to a folder is essential for effective data management and collaboration in Sales Analytics on the Revlitix platform.
Here's a straightforward guide to the permissions associated with 'Edit' access.
What Users Can Do with Edit Access
Edit and Manage Content
Edit Folder and Configurations: Users with 'Edit' access can change the folder and modify the configuration of any analysis inside that folder.
Share Access: They can share both the folder and individual analyses within the folder with other users. This step helps in collaborative efforts and ensures the right team members have access.
Limitations of Edit Access
While 'Edit' access allows for significant modifications, there are specific actions that these users cannot perform:
Restricted Actions
Cannot Move or Delete Folder: Users with 'Edit' access cannot move or delete the folder. These actions are typically reserved for owners or users with higher administrative privileges to prevent accidental data loss.
Summary
Here's a concise breakdown of what 'Edit' access entails in Sales Analytics:
Can Do
Edit Folder and Analysis Configurations: Modify the folder and its contents.
Share Folder and Analyses: Extend access to others within the team or organization.
Cannot Do
Move or Delete Folder: These actions are restricted to prevent unauthorized changes to the folder structure.
By understanding these permissions, users can effectively manage their responsibilities within Sales Analytics, collaborate efficiently, and adhere to the platform's security protocols.