Access Control in Sales Analytics
Managing who can view and modify your sales data is crucial for maintaining its confidentiality and integrity. This guide will walk you through setting access controls in Sales Analytics to ensure that your data is shared appropriately.
Step 1: Go to Sales Analytics
Navigate to Sales Analytics:
Log In: First, log into your account. Ensure you have the necessary permissions to modify access settings.
Access Sales Analytics: Find the 'Sales Analytics' option on your dashboard. This could be directly on the navigation bar or within a sidebar.
Step 2: Choose Access Level
Set Access Level:
Determine Access: The Admin decides the level of access Users should have for the analytics.
Select Access Level: You will have options like 'Read,' 'Write,' or 'Delete.' Choose the appropriate option based on the User's role.
Click 'Customize'
Read: Users can only view the analytics.
Write: Users will have both view and edit access. However, they cannot delete the analytics and folders.
Delete: Users can view, edit, and delete the analytics and folders.
By following these steps, you can effectively control access to your Sales Analytics, ensuring that your data is only available to the right people.
This helps maintain data security and organizational privacy while allowing for necessary transparency and collaboration where needed.