How To Set Metric Permissions

Control who on your team can see sensitive metrics. This setting is useful for keeping financial or executive level data out of the general team view.

Visibility Options

When editing any metric, you can choose one of three visibility settings:

Everyone All team members can see this metric

Admins & Owners Hidden from Members

Owners Only Only account Owners can see this metric

How to Set Permissions

1. Go to Settings → Metrics Library

2. Find the metric you want to restrict

3. Click the three-dot menu and select Edit

4. Scroll to the "Who Can See This Metric" section

5. Select your preferred visibility and hit Save Changes

Not Sure Who Has What Role?

Head to Settings → Users to see each team member's role at a glance.

Owner Admin Member are the three role types visibility settings map directly to these.

Tip: Visibility changes take effect immediately. Members who lose access to a metric will no longer see it in scorecards and dashboard metrics