BI Builder is a tool that allows you to create and view analytical dashboards based on your account data. But not everyone needs to access this information. You can choose who gets to view, create, and edit dashboards by setting up access permissions.

To set permissions, go to BI Builder > Settings > Access permissions.

Select standard roles

Access permissions are based on roles. By default, there are three roles:

• Administrator: These users set up BI Builder, manage who gets access to it, decide on the default time range, and turn on new dashboard notifications.

• Analyst: These users work with data and dashboards. They can see, create, and edit dashboards, but they cannot manage access.

• User: This is for employees who only need to view dashboards. They cannot edit them, but they can use the analytical data for their work.

If the default roles do not suit your needs, create your own custom ones.

Set up custom roles

Follow the steps below to add a new role:

1. Click Create role and give it a name.

2. Use the plus (+) sign to add employees to this role.

3. Use the toggle switch buttons to set up permissions.

Permissions are divided into two blocks: BI Builder and Dashboards.

BI Builder. In this section, you can set up permissions for BI Builder tools.

• View BI Builder pages: This lets you choose who can see BI Builder in Bitrix24. If a user doesn't have permission, they won't see BI Builder at all.

• Create dashboards: This allows users to create new dashboards. The dashboard creator automatically becomes its owner. This user has full access to the dashboard, regardless of the configured access permissions. This is useful when an employee makes a dashboard and then an admin checks it and decides who else can see or use it.

You can change the owner in the dashboard settings. Only the owner or an employee who has permission to edit dashboards can do this.
How to change the dashboard owner

• Create and edit dashboard tag: This allows employees to add tags to dashboards. Employees can tag dashboards to organize and find them more easily.

• Edit settings: This lets employees access BI Builder settings. Here, they can set the default date range for dashboards, enable notifications of new dashboards, and update the encryption key.

• Manage access permissions: Users can configure roles and permissions for other users.

Dashboards. In this section, you can set up permissions for specific dashboards.

• View: Users can see dashboards without editing them.

• Copy: Users can make copies of dashboards without changing the original ones.

• Edit: Users can change the dashboard owner, its information, and other elements.

• Delete: Users can remove dashboards from Bitrix24.

For each role, you can set access to all dashboards or only specific ones.

1. Selecting all dashboards means employees can see every dashboard, including new ones.

2. If you limit access to certain dashboards, employees won't see new ones unless you give access separately.