You may grant Remerge with restricted visibility to reports, which can be achieved either by sharing a report externally or via the Singular dashboard. The latter enables you to add and assign roles to users (and as such, permission to view certain data). Both methods permit sharing a very selected set of data.
The following is a step-by-step guide for the implementation of External Report Sharing and Singular Dashboard options. In case of any questions, please reach out to your Remerge Account Manager.
1. External Report Sharing
Selecting this method enables you to create your report, generate a sharable link to the report, and share it with others, including those without a Singular account. In order to generate a sharable link, run your report first, after which follow the below steps:
- Log in to your Singular Account and create your report.
- Go to the toolbar, located at the top right-hand corner of the page, and select Create Link.
- You may enter a password in the Protect with password (optional) box to make your link password-protected.
- Select the link expiration timeframe. Please note: The link expires after 7 days by default. You may, however, modify the number of days by entering your preferred timeframe in the Link expiration box.
- Toggle ON Allow changing date rage to enable the link recipients to view data regarding different dates.
- Click on Generate link > Copy Link, and share your newly created link with your recipients.
For further information on external report sharing, visit Singular's Sharing a Report Externally page.
2. Dashboard Visibility
In this section of our support page, we take you through the process of adding Remerge a Restricted user, which you may achieve by following the below steps. For further information on the restricted user role and its permissions, please visit Singular's Team Management page.
1. Add your Remerge User
- Log in to your Singular Account, and go to SETTINGS > Team Management, located on the upper left-hand corner of the dashboard's navigation menu.
- Go to the top right-hand corner of the page and click on the Create New User button, which opens the New User wizard.
2. Assign a Role
Role Selection
- You should find yourself on the Invite New User page, displaying the various role options. Click on Restricted and Next, which takes you to the User Details step.
User Details
- Enter the support@remerge.io email address, first name, last name, and description, as displayed below (the last three are optional).
- Click on the Next button to define Remerge's Permissions.
3. Configure Visibility & User Permissions
App Selection
- Add the apps Remerge should have restricted visibility to or click on the Select All button, located at the top right-hand corner of the page.
- Click on Next the button, located at the bottom of the page.
Source Selection
- Enter Remerge as your media source (data connector). This provides Remerge with restricted visibility to data. Alternatively, click on the Select All button, located at the top right-hand corner of the page.
- Click on the Next button, located at the bottom of the page. For further information on data connectors, please visit the Data Connectors FAQ.
Metrics Selection
- Add the metrics to which Remerge should have restricted visibility. Alternatively, click on the Select All button, located at the top right-hand corner of the page.
- Click on the Next button, located at the bottom of the page.
Screen Selection
- Select the pages Remerge should have restricted visibility to or click on the Select All button, located at the top right-hand corner of the page.
- Click on the Next button, located at the bottom of the page.
Review
- Review your setup and click on the Create User button. Your newly created user is added to the pending users' list and should select a password upon receiving an email from Singular.
