Members of your team can only use Service Analytics if you share it with them.
Required Editions
| User Permissions Needed | |
|---|---|
| To create and manage CRM Analytics apps: | Manage CRM Analytics Templated Apps |
| Edit CRM Analytics Dataflows | |
You need to create an app before you can share it. See Create the Service Analytics App You can only share it with users who have the following permissions enabled:
- Access Service Cloud Analytics Templates and Apps
- Use Analytics Templated Apps
- Access Sales Cloud Analytics Templates and Apps
- Open your app if it’s not already open. If you’ve navigated away from CRM Analytics Studio, go back to it, select All Items, find your app, and click it.
- Click the Share icon
at upper right. - In the next screen, use the search field under Invite others: to find other users in your org.
- Select whether you want to make the selected user a Viewer, Editor, or Manager of the
app.
Important Users with the “Use Analytics Templated Apps” permission and Editor or Manager access to the app can create, edit, and delete assets in the app. - Click Add, then click Save.