---
schema_version: "1"
id: b3e53e838762025628b9997b73510f995159ce34d88185c11d20ea8b28eddd68
title: Give Users Access to the Activities Analytics Dashboard
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/aac_gives_users_access_to_activity_reports.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.aac_gives_users_access_to_activity_reports.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 60660a10649b778da40d11325b07bc56295a5eb52d0f262ac8c04e0635f02c5f
description: The Activities dashboard provides a summary of sales activities, including activities added manually and with Einstein Activity Capture. Make sure the dashboard is turned on, and then give users access to it.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Give Users Access to the Activities Analytics Dashboard

The Activities dashboard provides a summary of sales activities, including activities added manually and with Einstein Activity Capture. Make sure the dashboard is turned on, and then give users access to it.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales in: <strong>Professional</strong> (when API access is purchased), <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Cloud Einstein, which is available for an extra cost in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Inbox, which is available for an extra cost in: <strong>Professional</strong> (when API access is purchased), <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Engagement, which is available for an extra cost in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Revenue Intelligence, which is available for an extra cost in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png)

Note We’re reorganizing the Einstein Activity Capture documentation. We’re moving some information around, but we aren’t deleting anything.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d176885e138">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d176885e138 ">To turn on the Activities dashboard and give users access to it:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d176885e138 ">Customize Application OR Modify All Data</td>

          </tr>
        </tbody>
      </table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_important.png)

Important Starting in Summer ’25, Activity 360 Reporting, Activity Metrics, and Activities Analytics Dashboard aren’t available unless previously set up. Additionally, data from these reporting tools that appear in other features, including Pipeline Inspection and Einstein Conversation Insights isn’t available unless configured before Summer ’25. If you’re already using Activity 360 Reporting, Activity Metrics, Activities Analytics Dashboard, or related data, you can continue to do so until these tools are retired. To explore email data added by Einstein Activity Capture after Summer ’25, make sure you [sync email as salesforce activity](https://help.salesforce.com/s/articleView?id=sales.eac_email_activity.htm&language=en_US) and use Salesforce Activity reports. See [Considerations for Sync Email as Activity](https://help.salesforce.com/s/articleView?id=sales.eac_email_activity_considerations.htm&type=5&language=en_US) and [Einstein Activity Capture Activity 360 Reporting, Activity Metrics, Activities Dashboard Upcoming Retirement](https://help.salesforce.com/s/articleView?id=004633781&type=1&language=en_US).

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png)

Note If you give sales reps access to the Activities dashboard, sometimes users see data that’s normally hidden by access settings or field-level security.

1. From Setup, in the Quick Find box, enter Einstein Activity Capture, and then select **Settings**.
2. Click the Settings tab, and then turn on Activities Dashboard.
3. Give users access to the Activities dashboard by assigning a permission set. The license used to access Einstein Activity Capture determines which permission set users need.
    
      
    | License | Permission Set | Additional Information |
    | --- | --- | --- |
    | Sales Cloud Einstein | [Select Who Can Use Sales Cloud Einstein](https://help.salesforce.com/articleView?id=einstein_sales_setup_select_users.htm&language=en_US) |   |
    | Inbox | [Analytics for Sales Cloud or Inbox With Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.inbox_setup_enable_aac_dashboard.htm&release=264.0.0&type=5 "The Activities dashboard provides a summary of sales activities, including the ones added with Einstein Activity Capture. When you use Einstein Activity Capture along with Inbox, access to the Activities dashboard is available through the Einstein Analytics for Sales Cloud permission set. You can assign the permission set to up to five users. All other Inbox users have read-only access to the Activities dashboard.") | You can assign the permission set to up to five users. All other Inbox users have read-only access to the Activities dashboard. Users with read-only access can view the dashboard and use the filters, but they can’t clone or edit the dashboard. |
    | Sales Engagement | [Analytics for Sales Cloud](https://help.salesforce.com/s/articleView?id=sales.hvs_setup_assign.htm&release=264.0.0&type=5 "Assign the permission sets for Sales Engagement. Also assign permission sets for optional features that are new to your Salesforce org, including Sales Dialer. You can also assign the permission set for full access to CRM Analytics dashboards.") | You can assign the permission set to up to three users. All other Sales Engagement users have read-only access to the Activities dashboard. Users with read-only access can view the dashboard and use the filters, but they can’t clone or edit the dashboard. |
    | Sales Cloud only | [Standard Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.aac_setup_assign_standard.htm&release=264.0.0&type=5 "An Einstein Activity Capture permission set includes all the required permissions for access. Assign a permission set to users then, during setup, add users with permission to an Einstein Activity Capture configuration.") | The dashboard is read-only. Users can view the dashboard and use the filters, but they can’t clone or edit the dashboard. |
    | Revenue Intelligence | [Select Who Can Use Revenue Intelligence](https://help.salesforce.com/s/articleView?id=sales.revenue_intelligence_assign_users.htm&type=5&language=en_US) | Access to the Activities dashboard is available only to users who have the Revenue Intelligence Admin permission set. |

#### See Also

- [Assign a Permission Set License to a User](https://help.salesforce.com/s/articleView?id=platform.users_permissionset_licenses_assign.htm&type=5&language=en_US)
- [Review the Activities Analytics Dashboard](https://help.salesforce.com/s/articleView?id=sales.aac_review_activity_reports.htm&release=264.0.0&type=5 "Review the Activities Analytics Dashboard to review Einstein Activity Capture license or permission.")
- [Guidelines for Using the Activities Analytics Dashboard](https://help.salesforce.com/s/articleView?id=sales.aac_activities_dashboard_considerations.htm&release=264.0.0&type=5 "Einstein Activity Capture includes access to the Activities dashboard, which is built on CRM Analytics. The Activities dashboard shows a summary of your sales activities, including ones added manually to Salesforce and ones added by Einstein Activity Capture. Review keys details about the dashboard, including how activity fields are used.")
- [Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.einstein_sales_aac.htm&release=264.0.0&type=5 "Eliminate manual data entry and transform a list of engagements into action. Einstein Activity Capture syncs your Microsoft or Google account with Salesforce, linking email and calendar activities to the relevant contacts, leads, and opportunities. Einstein Activity Capture gives your team and AI agents the critical context needed to make their next move.")