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What each person sees in the platform depends on their role, the company’s plan and the permissions granted by the administrator. In most cases, a permission is missing: ask your company’s administrator and, once they grant it, reload the page.

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Start here

Before asking for access, check two things that solve many cases:
  1. Reload the page. Permissions are loaded when the page opens. If the administrator just granted something, press F5 (on a Mac, Cmd + R).
  2. Check the selected company. If you have access to more than one company, check the company selector in the side menu to make sure you’re in the right one. Each company has its own dashboards, agents and permissions.

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What decides what you see

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Find your case

Look below for the message or situation you see on your screen.
The Security & Governance (users, permissions, audit) and Administration (agents, connections, KPI deliveries) areas only appear for users with an administrator role. This is expected: if you need to do something in these areas, ask your company’s administrator.
The module exists in your company, but you don’t have permission to see it. Ask the administrator to grant the module to you or to a group you belong to.
This message appears for administrators. The module isn’t in the company’s plan, so it can’t be granted to anyone. Talk to the Admin of Conglomerate, who activates the modules for each company. If the module hasn’t been contracted yet, talk to whoever manages your company’s contract.
The module is being improved and will be back soon. It’s not a problem with your access. Try again later.
The module isn’t available yet. There’s nothing to do for now.
Your company doesn’t have any active agent for Datatalk AI yet. The administrator needs to set one up in Administration › Agents.
You can see the dashboard in the list, but you don’t have access to it. Ask the administrator to grant you access to that dashboard.
The dashboard uses data access rules (RLS) and there’s no rule for you yet. Without it, the platform doesn’t know which data to show. Ask the administrator to assign a rule to your user on that dashboard.
You don’t have access to that workspace yet. Ask the administrator to grant it.
You can see the dashboards, but you don’t have the present permission, which unlocks the playlist. Ask the administrator.
Your company has real-time panels, but you don’t have access to them. Ask the administrator. If the message is “Not enabled by your Administrator”, the company doesn’t have real-time panels set up yet.
You have permission to see the module, but not for that action. Actions are granted one by one: view, create, edit, delete, export, upload files and present. For example, in Brazilian Companies (CNPJ) the message “You do not have permission to export” means the export permission is missing. Ask the administrator for the specific action you need.
  • Reload the page with F5 (on a Mac, Cmd + R).
  • Check that you’re in the right company, in the selector of the side menu.
  • If it’s a dashboard or an agent, ask the administrator to also check the access on the item itself, besides the module.

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How to ask for access

The clearer the request, the faster the administrator can solve it. Copy and fill in:
Attach a screenshot. It shows the message, the selected company and where you were.

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If you’re an administrator

Permissions are in Security & Governance › Access Control:
  • For a group: in the Groups tab, choose the group and adjust each module in Group Permissions. To add people, use Manage Members. All members receive the group’s permissions.
  • For a single person: use the Users tab. An individual grant adds to what the groups give, but doesn’t remove what comes from a group.
The full step-by-step is in Manage users, groups and permissions. Some things to keep in mind:
  • View is required. To create, edit or delete in a module, the person also needs to be able to view it.
  • One group is enough. If the person is in several groups and at least one grants the action, they have access.
  • A module outside the plan appears as “Module Locked” and can’t be granted until it’s added to the plan.
  • Dashboards, agents and real-time panels have their own access, set on each item, on top of the module permission.
  • Ask the person to reload the page after you change a permission.

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Who can help

Your company’s administrator grants modules, actions, dashboards and agents. If the module isn’t in the plan, the Admin of Conglomerate activates it, within what was contracted. To contract a new module, talk to whoever manages your company’s contract.