Role Access and Prerequisites

Before starting with ROI Analytics:

  • Ensure that you have performed the preferred hierarchy configurations. For more information about configuring or adding hierarchy, see the Hierarchy configuration section in the Admin module. 
  • Ensure that you add data for entities in the created hierarchy. For more information about adding entities in hierarchy, see the Manage Entity Hierarchy section in the Admin module. 
  • By default, users with the following roles can access ROI Analytics functionality:
    • Super_Admin
    • Business Analyst
    • Business Leader

Role Access

To specify access to roles in the analytics:

  1. Open Admin Module.
  2. Go to Configuration > Manage Roles.
  3. Click Specify New Access. 

 

 

  1. In the Select Role list, select the role to which access needs to be granted.
  2. In the Access Areas, select the type of access and in the Assign appropriate access to the role., select the check box corresponding to which you want to assign access for the user role.
  3. Click Save.
    A message appears as Role accesses saved successfully on the page.

 

 

Following table explains the roles and accesses:

 

Area Access
ROI Dashboard

On this page,  select the preferred check box  to provide particular access to user. 
Following are the options:

  • Achieved: User or Role with this access can view the Dashboard and perform all actions available such as Filter, Drill down, Drop down selection and so on.
  • Pipeline-View: User or Role with this access can only view the pipeline and perform action such as Filter, Sort, Expand, Collapse, view details of Discover process.
  • Pipeline-Edit: User  or Role with this access can view the pipeline and perform action such as Filter, Sort, Expand, Collapse, view details of Discover process. Additionally, the user or role will have access to - Add Manual process to pipeline, Map Profiles to unmapped processes, mark a process as automated and so on.
  • Hierarchy Based Access: User or Role with this access can view the data on Dashboard and Pipeline based on the profiles mapped to the user and their relevant Hierarchies. If user does not have Hierarchy Based access, they will see the entire data for the automation program.

 

Super Admin user and role can access following options related to Dashboard - ROI Metrics by default, which includes:

  • Achieved
  • Pipeline-View
  • Hierarchy Based Access

 

Business Analyst user and role can access following options related to Dashboard - ROI Metrics by default, which includes:

  • Achieved
  • Pipeline-Edit
  • Hierarchy Based Access

 

Business Leader user and role can access following options related to Dashboard  - ROI Analytics, which includes:

  • Achieved
  • Pipeline-View
Configurations

On this page,  select the preferred check box  to provide particular access to user. Following are the options:

  • General – Read only: User or Role with this access can ONLY View and not edit the values in General Configurations. User with this access CANNOT have 'General - Edit' Access
  • General-Edit: User or Role with this access can edit all values in General Configurations. User with this access CANNOT have 'General - Read Only' access
  • Target and Process – Read only: User or Role with this access can ONLY View and not edit the values in Target and Process Configurations. But can apply filter, select the Hierarchy filters, Timeline filters, Activity Log and view the information. User with this access CANNOT have 'Target  and Process - Edit' Access
  • Target and Process – Edit: User or Role having this access will be able to edit all values in Target and Process Configurations. User with this access CANNOT have 'Target and Process - Read Only' access.

 

Super Admin user or role can access following options related to Configuration - ROI Metrics by default, which includes:

  • General - Edit
  • Target and Process - Read Only

 

Business Analyst user or role can access following options related to Configuration - ROI Metrics by default, which includes:

  • General - Read Only
  • Target and Process - Edit

 

Business Leader user or role can access following options related to Configuration - ROI Metrics by default, which includes:

  • General - Read Only
  • Target and Process - Read Only      

 
You can define the ROI Analytics access for user or role as per your preference. For more information about Analytics roles and access, see Role Access section.