> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tied.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Update analytics drilldown settings

> Authorization setting, administrator-only: report_manage alone is insufficient. Changes replace the full distinct agent/manager role list; [] revokes all extended access. Extended members receive redacted access only. Every call emits an Analytics::AccessLogSubscriber access notification, including refused and throttled calls. Durable Analytics::DrilldownAuditEvent rows are separate: list_view and detail_view on successful reads, setting_change with old/new roles on settings updates. Refusals, validation failures, unknown/foreign conversation ids and settings GET do not create durable rows. Audit write failure returns 503 before personal data is loaded; a settings write and its audit row commit or roll back together. All drilldown/settings responses are private, no-store, without ETag. 



## OpenAPI

````yaml /api-reference/openapi.json patch /api/v2/accounts/{account_id}/analytics/drilldown_settings
openapi: 3.0.4
info:
  title: Tied API
  description: >-
    The Tied REST API. Three families of endpoint, each with its own credential:
    **Application** for everything inside an account, **Platform** for
    provisioning accounts and users, and **Client** for acting as a contact from
    your own surface.
  version: 1.1.0
  termsOfService: https://tied.com/legal
  contact:
    email: hello@tied.com
  license:
    name: MIT License
    url: https://opensource.org/licenses/MIT
servers:
  - url: https://app.tied.com
    description: Tied cloud
security: []
tags:
  - name: Account AgentBots
    description: Account-specific Agent Bots
  - name: Agents
    description: Agent management APIs
  - name: Canned Responses
    description: Pre-defined responses for common queries
  - name: Contacts
    description: Contact management APIs
  - name: Contact Labels
    description: Manage contact labels
  - name: Conversation Assignments
    description: Manage conversation assignments
  - name: Conversation Labels
    description: Manage conversation labels
  - name: Conversations
    description: Conversation management APIs
  - name: Custom Attributes
    description: Custom fields for contacts and conversations
  - name: Custom Filters
    description: Saved filters for conversations
  - name: Inboxes
    description: Communication channels setup
  - name: Integrations
    description: Third-party integrations
  - name: Messages
    description: Message management APIs
  - name: Profile
    description: User profile APIs
  - name: Reports
    description: Analytics and reporting APIs
  - name: Teams
    description: Team management APIs
  - name: Webhooks
    description: Event notification webhooks
  - name: Automation Rule
    description: Workflow automation rules
  - name: Help Center
    description: Knowledge base management
  - name: Contacts API
    description: Public contact APIs
  - name: Conversations API
    description: Public conversation APIs
  - name: Messages API
    description: Public message APIs
  - name: CSAT Survey Page
    description: Customer satisfaction survey
  - name: Account
    description: >-
      The authenticated user's own account — read and update account settings.
      Distinct from the Platform family's **Accounts**, which provisions
      accounts across an installation.
  - name: Audit Logs
    description: Read the account's audit trail
  - name: Inbox API
    description: Public inbox lookup by channel identifier
  - name: Labels
    description: >-
      Create and manage the account's labels. Applying one to a conversation or
      contact is a separate endpoint under those resources.
  - name: Macros
    description: >-
      Saved multi-step actions an agent — or an integration — can run against
      one or more conversations.
  - name: Campaigns
    description: Ongoing website campaigns and one-off SMS and WhatsApp sends.
  - name: Contact Notes
    description: Internal notes on a contact. Never visible to the contact.
  - name: Help Center Categories
    description: Categories group a portal's articles, one tree per allowed locale.
  - name: Help Center Articles
    description: The articles a portal publishes, and their draft and archived states.
  - name: Summary Reports
    description: Per-agent, per-team, per-inbox and per-label totals for a period, as JSON.
  - name: Live Reports
    description: Right-now queue counts. No date range — these describe the present.
  - name: CSAT
    description: >-
      The satisfaction ratings contacts have submitted, and the metrics computed
      from them.
  - name: Notifications
    description: >-
      The per-user notification feed, its read and snooze state, and the
      settings that decide what lands in it.
  - name: Conversation Participants
    description: >-
      The agents watching a conversation. Participants get notified about it
      without being assigned to it.
  - name: Draft Messages
    description: >-
      The unsent reply held for a conversation. Stored in Redis, one per
      conversation.
  - name: Search
    description: >-
      One search service across conversations, contacts, messages and Help
      Center articles.
  - name: Dashboard Apps
    description: Embedded pages that appear as a tab beside a conversation.
  - name: Assignment Policies
    description: How conversations are handed out, and which inbox uses which policy.
  - name: Files
    description: Storing a file so another endpoint can attach it.
  - name: Bot Flows
    description: >-
      Scripted conversation flows, their versions, and the publish and rollback
      that move between them.
  - name: Billing
    description: >-
      Credit balance, usage, invoices, spend controls and the provider-hosted
      payment flows.
  - name: AMB Templates
    description: >-
      Saved Apple Messages primitive payloads an agent can reuse from the
      composer.
  - name: AMB Onboarding
    description: The in-flight Apple Messages for Business registration for an account.
  - name: Widget Session
    description: Starting a widget session and reading the visitor it belongs to.
  - name: Widget Conversation
    description: The visitor's conversation and its messages.
  - name: Widget Context
    description: Campaigns, agents, labels, events and uploads for a widget session.
  - name: CSAT Survey
    description: The public, unauthenticated survey a contact answers from a link.
  - name: Workspace
    description: Scheduling and cancelling deletion of the whole workspace.
  - name: Widget Integrations
    description: Provider actions available to a visitor session in its own conversation.
  - name: Orchestration Studio
    description: >-
      Administrator-only read APIs for Orchestration Studio cases and knowledge
      sources.
  - name: Topic Analytics
    description: Account Topics readiness, labeling health and usage aggregates.
  - name: Analytics V2
    description: >-
      Account-scoped metrics, anonymized benchmarks and audited conversation
      drilldown.
paths:
  /api/v2/accounts/{account_id}/analytics/drilldown_settings:
    parameters:
      - $ref: '#/components/parameters/account_id'
    patch:
      tags:
        - Analytics V2
      summary: Update analytics drilldown settings
      description: >-
        Authorization setting, administrator-only: report_manage alone is
        insufficient. Changes replace the full distinct agent/manager role list;
        [] revokes all extended access. Extended members receive redacted access
        only. Every call emits an Analytics::AccessLogSubscriber access
        notification, including refused and throttled calls. Durable
        Analytics::DrilldownAuditEvent rows are separate: list_view and
        detail_view on successful reads, setting_change with old/new roles on
        settings updates. Refusals, validation failures, unknown/foreign
        conversation ids and settings GET do not create durable rows. Audit
        write failure returns 503 before personal data is loaded; a settings
        write and its audit row commit or roll back together. All
        drilldown/settings responses are private, no-store, without ETag. 
      operationId: update-analytics-v2-drilldown-settings
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/analytics_v2_settings_request'
            example:
              analytics_drilldown_extended_roles:
                - agent
      responses:
        '200':
          description: Success.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/analytics_v2_settings'
              example:
                analyticsDrilldownExtendedRoles:
                  - agent
                extendableRoles:
                  - agent
                  - manager
          headers:
            Cache-Control:
              description: Every response is private and no-store.
              schema:
                type: string
          x-example-provenance:
            capture_file: >-
              docs/platform-api/analytics-v2-evidence/update-analytics-v2-drilldown-settings-default.json
            content_type: application/json; charset=utf-8
            synthetic: true
            scrubbed: true
        '400':
          description: >-
            The request presented both a Devise Token Auth session credential
            and an api_access_token. The request is refused before the action
            runs.
          content:
            application/json:
              schema:
                type: object
                required:
                  - error
                properties:
                  error:
                    type: object
                    required:
                      - code
                    properties:
                      code:
                        type: string
                        enum:
                          - multiple_credentials
                    additionalProperties: false
                additionalProperties: false
          headers:
            Cache-Control:
              description: Every response is private and no-store.
              schema:
                type: string
        '401':
          description: >-
            Unauthenticated or account is not accessible to the caller. Devise
            authentication responses may use an `errors` array; account access
            denials use `error`.
          content:
            application/json:
              schema:
                oneOf:
                  - $ref: '#/components/schemas/error_message'
                  - type: object
                    required:
                      - errors
                    properties:
                      errors:
                        type: array
                        items:
                          type: string
          headers:
            Cache-Control:
              description: Every response is private and no-store.
              schema:
                type: string
        '402':
          description: >-
            The account trial has expired and the workspace is locked. Restore
            billing before changing analytics drilldown settings.
          content:
            application/json:
              schema:
                type: object
                required:
                  - error
                  - message
                properties:
                  error:
                    type: string
                    description: Stable trial-lock refusal code.
                    enum:
                      - trial_expired_locked
                  message:
                    type: string
                    description: >-
                      Explains that billing must be restored before settings can
                      change.
              example:
                error: trial_expired_locked
                message: >-
                  This workspace trial has ended. Restore billing from the
                  billing page to continue.
          headers:
            Cache-Control:
              description: Every response is private and no-store.
              schema:
                type: string
        '403':
          description: >-
            The role or AnalyticsDrilldownGuard refuses the caller; no
            conversation content is returned.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/error_message'
          headers:
            Cache-Control:
              description: Every response is private and no-store.
              schema:
                type: string
        '422':
          description: Malformed or unsupported input.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/error_message'
          headers:
            Cache-Control:
              description: Every response is private and no-store.
              schema:
                type: string
        '429':
          description: >-
            Account analytics budget exhausted. Retry-After is seconds until
            reset.
          headers:
            Retry-After:
              schema:
                type: string
                pattern: ^[0-9]+$
              description: Seconds until reset.
            Cache-Control:
              description: Every response is private and no-store.
              schema:
                type: string
          content:
            application/json:
              schema:
                type: object
                required:
                  - error
                  - retryAfter
                properties:
                  error:
                    type: string
                    description: Rate-limit message.
                  retryAfter:
                    type: integer
                    description: Seconds until retry.
                additionalProperties: false
        '503':
          description: >-
            Analytics or durable audit is unavailable. Drilldown fails closed
            without personal data.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/error_message'
          headers:
            Cache-Control:
              description: Every response is private and no-store.
              schema:
                type: string
      security:
        - userApiKey: []
components:
  parameters:
    account_id:
      in: path
      name: id
      schema:
        type: integer
      required: true
      description: The numeric ID of the account
  schemas:
    analytics_v2_settings_request:
      type: object
      required:
        - analytics_drilldown_extended_roles
      properties:
        analytics_drilldown_extended_roles:
          type: array
          description: >-
            Distinct roles extended to REDACTED access; empty means no
            extension.
          items:
            type: string
            enum:
              - agent
              - manager
          uniqueItems: true
          maxItems: 2
    analytics_v2_settings:
      type: object
      required:
        - analyticsDrilldownExtendedRoles
        - extendableRoles
      properties:
        analyticsDrilldownExtendedRoles:
          type: array
          description: >-
            Distinct roles extended to REDACTED access; empty means no
            extension.
          items:
            type: string
            enum:
              - agent
              - manager
          uniqueItems: true
          maxItems: 2
        extendableRoles:
          type: array
          description: Roles eligible for extension.
          items:
            type: string
            enum:
              - agent
              - manager
      additionalProperties: false
    error_message:
      type: object
      description: >-
        The shape returned by `render_unauthorized`, `render_not_found_error`
        and `render_could_not_create_error`.
      properties:
        error:
          type: string
          description: A single human-readable message.
          example: Resource could not be found
      required:
        - error
  securitySchemes:
    userApiKey:
      type: apiKey
      in: header
      name: api_access_token
      description: >-
        This token can be obtained by visiting the profile page or via rails
        console. Provides access to  endpoints based on the user permissions
        levels. This token can be saved by an external system when user is
        created via API, to perform activities on behalf of the user.

````

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