Sharing & Access

Who can open a report, build on a datasource, or see what's in a folder.

Access in PersivX is granted per object. A user needs to be given access to each report, datasource, or folder they should reach — there is no blanket "everyone can see everything" setting.

Roles

Role	What it allows
Admin	Full control of the object, including sharing it with others and revoking access.
Standard access	Use the object, without the ability to manage who else can.

A user with standard access can be promoted to Admin, and an Admin can be demoted back — except the object's creator, who cannot be removed from their own object.

ℹ️ Roles Are Per Object, Not Per Person Being an Admin on one report says nothing about your rights on another. This is separate from your license type, which governs what you can do in the product at all.

Sharing a Report

In the report builder, open Share dashboard under Advanced. Search for a user or a user group and add them. The panel then lists everyone with access, their role, and controls to promote or revoke.

💡 Share With Groups Where You Can Sharing with a group means new team members get access when they join the group, and lose it when they leave — without anyone remembering to update the report.

Sharing a Datasource

Datasource access is granted the same way and is what a Developer needs in order to build new reports on that data. Giving someone a report does not give them the datasource behind it.

⚠️ Datasource Access Is Broader Than Report Access Someone with datasource access can build their own visuals over that data, not just read the report you shared. Grant it deliberately — and where the data is sensitive, pair it with column masking and row-level security, which apply no matter who builds the query.

Sharing a Folder

A folder can be shared as a unit, which is the efficient way to hand a team a whole area of reporting rather than granting each report individually. Folder Admins can share the folder onward and manage its contents.

Tab Visual Access

This is not report-level access — it applies to the Tab visual, a chart tile that stacks several existing visualizations as switchable tabs. Enable Allow setting user access on that visual's configuration to grant individual users or groups access to specific tabs within it, so different audiences see different tabs inside the same tile.

By default, a tab someone lacks access to still appears in the tab strip, shown locked with a tooltip explaining why. Turn on Hide tabs users don't have access to on the same visual to remove those tabs from the strip entirely instead of showing them locked.

Reviewing Who Has Access

Two directions to check from, and both are worth using:

From the object — the sharing panel lists everyone with access to this report, datasource, or folder.
From the user — the Users screen has a Reports Shared column per user, listing what they can reach and letting you share more or revoke from there.

💡 Access vs. Visibility of Data Sharing decides whether someone can open a report. It does not decide what data they see inside it — that is governance. Two people with identical access to the same report can legitimately see different numbers.