Setting up analyst copilot (EAP)

To use analyst copilot in agentic analytics, users must have the proper Explore or project-level permissions.


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Summary: ◀▼
Analyst copilot in agentic analytics is an Early Access feature that gives you group-based project access with Viewer, Writer, or Admin permissions. Admins can assign access to projects, and custom Analytics roles map to these levels. Use it to control who can view, edit, and manage project settings.






This feature is currently in an Early Access Program (EAP). You
can sign up for the EAP here.

To use analyst copilot in agentic analytics, 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 a custom role, these permissions 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

Before users can access analyst copilot, an admin must give them the necessary
access.
To grant access to projects

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

On the Manage access page, for each group you want to give access, select the
group name and 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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