Step 4 - Permissions (Benchmark group)
In Step 4 - Permissions, you can specify the people who should have access to this benchmarking group.
To grant access to a user:
- Click the drop-down menu and select a user
- Save Changes
❗Note: Admin level users will have access to all Benchmark Groups
When access has been granted, a person will be able to access this benchmark group in the 'My Companies' screen. This person will also be able to access the compare, rank and alerts analysis tools for this benchmark group.
You can also manage user permissions for this benchmark group by clicking the three dots at the end of the company row, then clicking 'Share'.
If a user is not listed on the dropdown menu, they may not have sufficient permissions to view the Benchmark Group. To adjust these permissions or invite new users in, you can do so in ‘User Management’ under the gear icon. Here you will be able to grant access to individual companies, benchmark groups, or consolidations. More on this in Manage User Access.
When you have finished specifying permission for benchmarking, please proceed to ‘Step 5’ of the benchmark group setup.