Grant access

Users have Admin privileges to projects they create. You can grant clients and colleagues access to view or edit the project. 

Press the settings gear on your project's baseball card:

Or if you have the project open, there's a trigram icon in the upper right has a shortcut to “Project settings." 

Project settings: Permissions

Once you are in project settings, click "Permissions" on the left. 

Add users to the project by entering their email address under "Add a colleague".

Users are not automatically notified. To alert people of their access copy the text seen under "Send users an email," and send it as instructions to sign into the project.  

We recommend also including this link which shows how to sign in: https://protobi.helpjuice.com/basics/sign-in

Permission level

Edit a user's permission level by pressing on the ▼ under their email on the "Permissions" tab.

There are four levels of permission:

  • None: Removes the user from this project.
  • View:Can query and explore the data as well as create new elements. 
    • Features Viewers cannot access:
      • Save button
      • Advanced menu
      • Context menu item
        • Chart Type
        • Edit Properties
        • Edit JSON
  • Edit: Can save changes for all users.
  • Admin: Can manage user permissions and other advanced features.

The changed permissions will be reflected the next time a user refreshes the browser.