Changing a User's BI Reports Access

Note: Your subscription specifies whether you have BI Reporting, as well as the number of BI Editors and BI Viewers allowed at any given time. As long as you stay within these limits, you can make as many role changes as needed without affecting your subscription or incurring additional charges.

To change a user's access to BI reports, follow these steps:
Navigate to Settings > Pipeline Access.
In the row corresponding to the user's name, click on their current access level under the BI Reports Access column.

In the pop-up screen, select the desired level of access for the user.
Click Save to apply the changes.

If you have any further questions or need assistance, feel free to reach out to our support team through our website, the in-platform chatbot, or by emailing us directly at support@dealroom.net. We're here to help!

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Updated on: 22/04/2025