Access Management

Manage dashboard collaborators by inviting users and assigning roles to control their access and permissions.

The Access Management tab allows you to invite collaborators, assign roles, and manage group access (if available). This ensures that only authorized users can view or edit your dashboard.

Availability

This tab appears if you own a personal account on the Scale plan or if your assigned role supports access management. For dashboards owned by Organizations, the tab is only visible to members with the required permissions.

If you don’t see this tab, check your plan or role permissions.

How to Invite

1

Go to the Access Management tab

Open the dashboard, then go to Settings > Access Management.

2

Enter email or group

In the New Collaborators section, type the user’s email address. If assigning access to a group, choose the group from the dropdown.

3

Assign a role

Choose a role (Admin, Read/Write, or Read Only). If using groups, you may see custom roles available depending on organization setup.

4

Click Invite

An email will be sent to the user. They will appear in the Dashboard Collaborators list once they accept the invite.

Roles & Permission

Learn more about roles and permission options for managing dashboard access.

Roles & Permission