Explore Permissions

To access dashboards and APIs, you must be assigned a role with applicable permissions, which are defined by a system administrator. Permissions are pre-assigned to roles that are based on functional areas, such as project management, construction management, field office, operations, finance, compliance, and administration that let you run reports tagged with the same permission assigned to one of the roles. For more details, refer to Roles and Permissions in InEight Platform. Permissions are configured in Suite Administration > Roles and permissions > Permissions > Explore.

Permission Name	Description	Level
View dashboards and embedded content	Allows you to view standard dashboards (data level permissions are allowed to the projects you are assigned to in Platform), custom dashboards that have been shared with you, add and edit external content, and view external content that has been shared with you. This permission also gives you access to create, edit, and delete your own folders (these folders are only available at the individual user level). This permission is the parent of all other permissions in Dashboards.	Base user
View estimate dashboard	Allows you to view the InEight Estimate dashboard and any other custom derivatives of this dashboard that have been shared with you.	Base user
Edit and delete custom dashboards	Allows you to edit and save custom versions of the standard dashboards, this permission does not give sharing access. This permission is necessary for you to be added as a collaborator on a dashboard that is shared.	Base user
User level sharing	Allows you to share your custom dashboards and embedded content with other individual users.	Base user
Project level sharing	Allows you to share your custom dashboards and embedded content with all the users on a project. You can only do this for projects that are assigned to you in Platform.	Project Admin
Organization level sharing	Allows you to share your custom dashboards and embedded content with all the users in an organization. You can only do this for organizations that you are assigned to in Platform.	Org Admin
Reporting APIs	Allows you to access to all the data in the reporting APIs for the selected products.	Base user
View shared dashboards and embedded content only	Allows you to hide all standard dashboards and limits the list of dashboards and embedded content a user can see to only those that have been shared with them individually. The permission limits dashboards and embedded content shared with a user assigned to the project or organization level.	Org Admin