Checking the User Permissions in Another Zoho Account

It’s very useful to have access to another Zoho account in your organization when first learning about all these sharing and user permissions.

Here, I log into Sergei’s account (another employee at Affluence Financial Planning). As you can see, he, after logging into Zoho Analytics, can only see the one dashboard I shared with him. Also, in the underlying data, he can only see what I allowed him to.

If you want someone to collaborate with you on reports and dashboards, allow them into your workspace as an admin and not a user. Or, leave them as a user and only give them access to the few tables of data they need to build their reports.

FAQs About Sharing Permissions