I'm using Celonis Free Plan and I want to share my analysis to another people with Viewer role.

Hi @pedro.pined ,

Celonis has a lot of permissions, perhaps you missed a level?

• Check if they have permissions to view the Space.

• Check if they have permissions to view the Package

Normally if you give the permissions for these 2 levels, they can access it.

For your second question, what would you like have downloaded as a csv or excel from the free plan?

Hello Sverre,

This permissions are that I give:

Level space: "Package User"

Level package: "User"

When she try to access, in her screen she see a permission error and doen't watch the dashboard.

For my second question, is for example download a table of the dashboard.

Thank you very much.

Best regards,

Pedro.

Hi @pedro.pined,

It may be that you have to invite them to the environment still. You can do that By going to Admin & Settings > Users > Invite a new User (their email)

For your second question, you must first enable the export setting in the analysis settings.

After, right click on a table and you can export them!

Let me know if you are still facing issues! 😁

Hello @sverre.klein11 ,

I have invited them before and they only see the information if I give a "Editor" role, the problem is that I don't want them to see the "Edit" button.

Level of permissions in space:

Level of permissions in the package

For my second question, these are the options I have (not have your first option, is necessary that i change something of mi setup?):

Thank you very much.

Best regards,

Pedro.

Hi @pedro.pined,

In that case, we need to go to the deepest level of permissions where the user can "use" the analysis. Hopefully then your colleague can access the analysis.

For your second question, I sadly do not have an answer to. It could be this setting is not available in the Celonis Free plan 😣. Maybe @muhammad.kashi14 has the knowledge.

Hi @sverre.klein11,

My colleagues access to the analysis, but I don't want that they have the possibility to change the dashboard. To solver it, I have duplicated the package to use like a backup.

For my second questions, I think like you and believe this setup is not availability in the Celonis Free Plan.

Thank you vey much for your time.

Best regards,

Pedro.