Understanding agentic analytics permissions (EAP)

<body>
<p id="docs-hc-snippet" style="display: none;">To use analyst copilot in agentic analytics, users must have the proper Explore or project-level permissions.</p>
<div class="article-banners">
<div id="docs-wmp-link">
<a href="https://support.zendesk.com/hc/en-us/articles/5411234991258-plan" rel="noopener" target="_blank">What's my plan?</a>
</div>

<div class="article-banner" id="suite_pee">
<table>
<tbody>
<tr>
<td>
<strong>All Suites</strong>
</td>
<td>Professional, Enterprise, or Enterprise Plus</td>
</tr>
</tbody>
</table>
</div>

<div class="article-banner" id="support_with_explore_pe">
<table>
<tbody>
<tr>
<td>
<strong>Support with</strong>
</td>
<td>Explore Professional or Enterprise</td>
</tr>
</tbody>
</table>
</div>

</div>
<div id="docs-ai-summary">
<p id="docs-ai-summary-toggle">Summary: <span id="up-triangle">◀</span><span id="down-triangle">▼</span></p>
<p id="docs-ai-summary-content">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.</p>
</div>

<div class="body">

<div class="p">
<div class="note attention">
<span class="attentiontitle"></span> This feature is currently in an Early Access Program (EAP). You
can <a class="xref" href="https://community.zendesk.com/zendesk-eap-agentic-analytics-154/how-do-i-sign-up-for-the-agentic-analytics-eap-21701" target="_blank">sign up for the EAP here</a>.</div>
</div>
<p class="p">To use analyst copilot in agentic analytics, users must have the proper Explore or
project-level permissions.</p>
<p class="p">This article contains the following topics:</p>
<ul class="ul" id="acp_setting_up__ul_kmh_yh3_53c">
<li class="li"><a class="xref" href="#topic_qvh_3hk_2jc">Understanding permissions</a></li>
<li class="li"><a class="xref" href="#topic_dj5_nmt_t3c">Configuring permissions</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_qvh_3hk_2jc">
<h2 class="title topictitle2" id="ariaid-title2">Understanding permissions</h2>
<div class="body">
<p class="p" dir="ltr">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:</p>
<ul class="ul" id="topic_qvh_3hk_2jc__ul_mwz_bb3_53c">
<li class="li" dir="ltr">
<strong class="ph b">Viewer</strong>: Can view the content within projects, but cannot modify
it. Cannot see project access settings.</li>
<li class="li" dir="ltr">
<strong class="ph b">Writer</strong>: Can view and modify the content of projects. Cannot see
project access settings.</li>
<li class="li" dir="ltr">
<strong class="ph b">Admin</strong>: Can view and modify the content of projects. Can see
project access settings.</li>
</ul>
<p class="p">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.</p>
<div class="p"> If users have been granted the following Analytics permissions <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408882153882" target="_blank">in a custom role</a>, these permissions also apply to
analyst copilot. For example: <table border="0" cellpadding="4" cellspacing="0" class="simpletable" id="topic_qvh_3hk_2jc__simpletable_vs1_rjk_2jc" summary="">
<col style="width:50%">
<col style="width:50%">
<thead>
<tr class="sthead">
<th class="stentry" id="d89e97" style="vertical-align:bottom;text-align:left;">Analytics role</th>
<th class="stentry" id="d89e100" style="vertical-align:bottom;text-align:left;">Analyst copilot permission</th>
</tr>
</thead>
<tbody>
<tr class="strow">
<td class="stentry" headers="d89e97" style="vertical-align:top;">View dashboards</td>
<td class="stentry" headers="d89e100" style="vertical-align:top;">Viewer</td>
</tr>
<tr class="strow">
<td class="stentry" headers="d89e97" style="vertical-align:top;">Manage reports and dashboards</td>
<td class="stentry" headers="d89e100" style="vertical-align:top;">Writer</td>
</tr>
<tr class="strow">
<td class="stentry" headers="d89e97" style="vertical-align:top;">Manage reports, dashboards and dataset permissions</td>
<td class="stentry" headers="d89e100" style="vertical-align:top;">Admin</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_dj5_nmt_t3c">
<h2 class="title topictitle2" id="ariaid-title3">Configuring permissions</h2>
<div class="body">
<p class="p">Before users can access analyst copilot, an admin must give them the necessary
access.</p>
<p class="p"><strong class="ph b">To grant access to projects</strong></p>
<ol class="ol" id="topic_dj5_nmt_t3c__ol_c5g_l23_53c">
<li class="li">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Analytics</a>, click the Home (<img class="image" id="topic_dj5_nmt_t3c__topic_o24_d3p_hvb_image_ovd_jsv_4xb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/sell_icon_dashboard.png" width="16">) icon
in the sidebar.</li>
<li class="li">On the analyst copilot home page, locate your project in the list of
assets.</li>
<li class="li">Next to your project, click the options icon (<img class="image" id="topic_dj5_nmt_t3c__image_jlp_q23_53c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_memory_7.png" width="20">), then select <strong class="ph b">Manage
access</strong>.<p class="p"><img class="image" id="topic_dj5_nmt_t3c__image_z22_v23_53c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_memory_8.png" width="200"></p>
</li>
<li class="li">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 <strong class="ph b">Add</strong>.</li>
<li class="li">When you've finished adding groups, click <strong class="ph b">Save</strong>.</li>
</ol>
<p class="p">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.</p>
<p class="p">For help with Explore permissions, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408836002970" target="_blank">Giving users access to Explore</a>.</p>
</div>
</div>
<script id="docs-schema-markup" type="application/ld+json">{
"@context": "https://schema.org",
"@type": "TechArticle",
"@id": "https://support.zendesk.com/hc/en-us/articles/10468668848922",
"url": "https://support.zendesk.com/hc/en-us/articles/10468668848922",
"headline": "Understanding agentic analytics permissions (EAP)",
"description": "You learn how agentic analytics permissions work and how an admin assigns group-based access levels to projects so users can use analyst copilot.",
"articleSection": "Using analyst copilot",
"datePublished": "2026-03-25T17:33:04+00:00",
"dateModified": "2026-08-25T18:36:53.462155+00:00",
"inLanguage": "en",
"mainEntityOfPage": {
"@type": "WebPage",
"@id": "https://support.zendesk.com/hc/en-us/articles/10468668848922"
},
"author": {
"@type": "Organization",
"name": "Zendesk",
"@id": "https://www.zendesk.com"
},
"publisher": {
"@type": "Organization",
"name": "Zendesk",
"@id": "https://www.zendesk.com"
},
"isPartOf": {
"@type": "WebSite",
"name": "Zendesk Help",
"@id": "https://support.zendesk.com/hc/"
},
"about": {
"@type": "SoftwareApplication",
"name": "Zendesk",
"@id": "https://www.zendesk.com",
"softwareAddOn": {
"@type": "SoftwareApplication",
"name": "Reporting and analytics",
"@id": "https://support.zendesk.com/hc/en-us/sections/4405298856346"
}
}
}</script><script id="ai-summary-script">
//<![CDATA[
const ai_summary_style = document.createElement('style');
ai_summary_style.innerHTML = `#styled-article-body{padding:0 0 0}#article-body #docs-ai-summary{background-color:#f3f3f3;border:1px solid #d3d3d3;padding:10px 10px 6px;margin-bottom:16px}#article-body #docs-ai-summary #docs-ai-summary-toggle{font-size:.9em;font-weight:700;margin-bottom:4px;cursor:pointer;display:flex;justify-content:space-between;align-items:center}#article-body #docs-ai-summary #docs-ai-summary-toggle #up-triangle{margin-left:auto;padding-right:10px;display:none}#article-body #docs-ai-summary #docs-ai-summary-toggle #down-triangle{margin-left:auto;padding-right:10px}#article-body #docs-ai-summary #docs-ai-summary-content{font-size:.9em;padding-left:25px;padding-right:25px;margin-bottom:12px}`;
document.head.appendChild(ai_summary_style);

const toggleAISummary = () => {
const summary = document.getElementById("docs-ai-summary-content");
const upTriangle = document.getElementById("up-triangle");
const downTriangle = document.getElementById("down-triangle");
if (summary.style.display === "none") {
summary.style.display = "block";
upTriangle.style.display = "none";
downTriangle.style.display = "inline";
} else {
summary.style.display = "none";
upTriangle.style.display = "inline";
downTriangle.style.display = "none";
}
};

document.getElementById("docs-ai-summary-toggle").addEventListener("click", toggleAISummary);
//]]>
</script>
</body>