Setting up Analyst copilot (EAP)


To use Analyst copilot, users must have the proper Explore or project-level permissions.


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Summary: ◀▼
You can set up and access Analyst Copilot by managing project permissions at the group level with View, Edit, or Admin roles. Explore admins have full access, while others need granted permissions. Access Analyst Copilot through Analytics to view and modify project content based on your permission level. Contact your admin if you lack access or permissions for specific projects.




To use Analyst copilot, users must have the proper Explore or project-level
permissions.
This article contains the following topics:

Understanding permissions
Configuring permissions



Understanding permissions

Access to Analyst copilot projects is granted at the group level. Each
group you add can be assigned one of three permission levels for a project and its
assets:


Viewer: Can view the content within projects, but cannot modify
it. Cannot see project access settings.

Writer: Can view and modify the content of projects. Cannot see
project access settings.

Admin: Can view and modify the content of projects. Can see
project access settings.

Project access is determined by group assignment and a user's Analyst copilot role.
Viewers are always view-only. Editors inherit the level they're assigned. Admins
have full access.
If users have been granted the following Analytics permissions in Admin Center using a role, these permissions will also apply to
Analyst copilot. For example:




Analytics role
Analyst Copilot permission




View dashboards
Viewer


Manage reports and dashboards
Writer


Manage reports, dashboards and dataset permissions
Admin







Configuring permissions

To grant access to projects

On the Analyst copilot home page, locate your
project in the list of assets..
Next to your project, click the options icon ( ), then click Manage
access.

On the Manage access page, for each group you want to give access, choose the
group name from the drop down, the level of access (Viewer, Writer, Admin), then
click Add.
When you've finished adding groups, click Save.

If you don't see Analyst copilot in Analytics or don’t have access to specific
projects, reach out to your Zendesk admin or the project owner to request the
necessary group-based permissions.
For help with Explore permissions, see Giving users access to Explore.


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