User Roles and Permissions
Last updated: April 10, 2026
Role | What they can do |
View | View reports, apply tile-level filters, explore underlying data, download, view comments |
Explore | Everything above + customize layouts, add columns, create custom calculations, build charts, save custom views |
Admin | Everything above + manage users and configure settings |
View vs. Explore — Key Differences
Action | View | Explore |
View all reports and dashboards | ✓ | ✓ |
Apply tile-level and global filters | ✓ | ✓ |
Explore underlying data | ✓ | ✓ |
Export to CSV, PDF, PNG | ✓ | ✓ |
Create custom calculations | — | ✓ |
Build or edit charts | — | ✓ |
Rearrange page layout | — | ✓ |
Save custom views | — | ✓ |
Use AI formula assistant | — | ✓ |
If you'd like Explore access, reach out to your Customer Success Manager.