Metric Permission & Sharing

Metric Permission Level

By default, when you create a new metric, only you can see and use the metric. Your team members can see and use your metric(s) only when you share metrics to them.

There are 3 permission levels for metrics on Presight:

PermissionCan perform

Owner

  • Transfer Ownership of metrics to another person;

  • Edit/update metrics;

  • View metrics, metrics' formulas, use metrics in documents.

Edit

  • Edit/update metrics;

  • View metrics, metrics' formulas, use metrics in documents.

View

  • View metrics, metrics' formulas, use metrics in documents.

You, as metric owner, can change Metric Permission by clicking on the your account name (Owner) at the metric owner column.

Then, choose to share to specific team members or to everyone:

Or change the ownership from the Owner bar:

When you transfer ownership from yourself to another member, you will automatically be downgraded to View permission and lose the right to assign ownership in the future unless reinstated by the new owner.

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