Understanding Explore User Roles

Explore uses user roles to control the level of access granted to agents. Grant different permissions if you, for example, want some agents to create and view reports and others to have view-only access to the reports.

The names of roles and the method you use to associate them with users depend on the Support plan you are using.

For more details on granting agents access to Explore, see Granting agents access to Explore. If you are using Explore Lite, all your agents have view-only access to predefined dashboards.

In this article, you'll learn about the following Explore roles and the level of access they give your agents:

Explore roles in Support Professional
Explore Permissions on Support Enterprise Roles
Explore roles in Support Professional

Explore includes the three functions listed in the following table when you use it with Support Professional. There is even a fourth no-access function used when Explore is deactivated in the agent's profile.

Permissions Role
Administrator

Includes all editor permissions plus:

Update editor permissions for custom datasets (see Setting editor and administrator permissions).
Change the default colors of color-coded charts and metrics.
Edit Excel settings when exporting dashboards. This includes column and tab separators, decimal precision, decimal separator, and thousands separator.
Manage dashboard delivery schedules for all Explore users.

Editor
Create and customize new dashboards, queries, and datasets.
Edit created and shared dashboards, queries and datasets.
Share dashboards with Support agents and groups.
Set email dashboard delivery schedules (see Shared dashboards via email).

viewer
View dashboards shared with him.
Cannot create queries or dashboards.
Explore Permissions on Support Enterprise Roles

You can set the following permissions for the setting “What can this agent do in Explore?” in Support Enterprise roles:

Setting Permissions
Create reports and manage permissions

Includes all reporting permissions plus:

Update editor permissions for custom datasets (see Setting editor and administrator permissions).
Change the default colors of color-coded charts and metrics.
Edit Excel settings when exporting dashboards. This includes column and tab separators, decimal precision, decimal separator, and thousands separator.
Manage dashboard delivery schedules for all Explore users.

create reports
Create and customize new dashboards, queries, and datasets.
Edit created and shared dashboards, queries and datasets.
Share dashboards with Support agents and groups.
Set email dashboard delivery schedules (see Shared dashboards via email).

view reports
View dashboards shared with him.
Cannot create queries or dashboards.

No Access Agents without access cannot view or access Explore.