User Management for Advanced Analytics allows you to specify if a user can access the Advanced Analytics reporting as an Administrator or as a viewer. If a user has neither role, they cannot access Advanced Analytics.
For additional user licenses to use and access Advanced Analytics, you will need to contact your account manager. If you are unsure of your account manager or how to contact them, you can refer to our dedicated article here.
Navigating to User Management
Click User Management towards the top-right while viewing Advanced Analytics.
User Management Menu
- Add Administrators/Viewers - Use either of the buttons to set up a user for the appropriate role.
- Available Licenses - The number of available licenses for Administrators or Viewers.
- Employee List - The current list of users, their role, and their email.
Administrators vs. Viewers
- Administrators - Have full access to all aspects of Advanced Analytics, such as viewing all available data tables, creating new reports, assign user roles, etc.
- Viewers - Limited to viewing reports they have access to, such as global reports or user-created reports.
You can also schedule reports to be emailed to anyone, even if they are not administrators or viewers.
Adding an Administrator/Viewer
- Click Add Administrators/Viewers. A dialog window should open.
- Select the employee(s) that should receive the role. The license count towards the top-right will automatically reflect the number of available licenses after an employee is selected.
- Click Assign Administrators/Viewers when finished.
Removing/Changing User Role
- Click the pencil icon under the Roles column. You cannot click the pencil icon for yourself.
- Select the role for the user or "No Access" as needed. Click Update when finished.