How do I set up team permissions?

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Merriott Lyle Distribution: documents · How do I set up team permissions?

Neil set up read-only viewer roles for branch directors. Asked whether access can be restricted by region; ticket incomplete on whether region-level filtering is available in current tier.

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Current to 11 Oct 26

Neil set up read-only viewer roles for branch directors. Asked whether access can be restricted by region; ticket incomplete on whether region-level filtering is available in current tier.

Problem: Neil, a Regional Branch Director, wanted to set up read-only access for branch directors without letting them change data or see accounts outside their region. Connor provided clear guidance: use the admin panel to set up viewer roles and map SSO groups.

Incomplete: Neil asked whether the brain can restrict which branches directors see, so they see only their own region. The ticket does not show a final answer on whether region-level data filtering is available or is an upgrade.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryonboarding

Channelweb

First response (min)297

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created · Neil Ashworth 27 Mar 2025 13:56
I'm trying to set up read-only access for a couple of people in my team so they can search and look at the dashboards, but I can't find where to manage that in the interface. Do I need to be an admin? I've got a few branch directors who want to log in and start using it, but I don't want them changing anything or seeing data they shouldn't. Can you walk me through it?
public_reply · Connor Webb 27 Mar 2025 18:53
Hi Neil, great to hear your team wants to get started. You're in the right place to manage permissions, you should have admin access. In the admin panel, go to the Users section and you'll see an option to invite new users and set their roles. There's a read-only viewer role that's perfect for what you want. I'll send over a quick guide with screenshots, and just shout if you get stuck.
public_reply · Neil Ashworth 31 Mar 2025 11:34
Found it, thanks. Got the first batch invited. One quick question: I've set them as viewers, but can I restrict which branches they see? Some of the directors only want visibility into their own region, not the whole north.
status_change · Connor Webb 16 Apr 2025 13:59
status_change · 20 Apr 2025 23:59

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