Permissions
| Permission |
Permission level |
Allows users to |
Users will see |
|---|
| Insights > See Insights Portal Tool |
Organization |
Access the Insights Portal page |
All Dashboards in Analytics Builder
|
| Insights > Can Use Analytics Builder |
Organization |
Launch Analytics Builder
Have reports shared with them
|
Insights Report Builder
Creates user as a viewer
|
| Insights > Can Manage Analytics Builder |
Organization |
Manage authors
Activate Analytics Builder
|
Analytics Builder
|
Analytics Builder automatically creates groups based on roles that have the Insights > Can Use Analytics Builder permission. For more information, refer to Share dashboards with role-based groups.
Authors and Readers in Analytics Builder
Authors
Any user with an organization level role with the Can Use Analytics Builder permission can become an Author by being set up by an administrator with the Can Manage Analytics Builder permission. These authors do not need to have the same role.
Authors can:
- Export Dashboards to CSV, Excel, and PDF
- Share Analyses, Dashboards, and Datasets
- Create and update all datasets
- Create and update all Super-Fast Parallel In-memory Calculation Engine (SPICE) datasets
- Create and update email reports
- Subscribe to email reports
- Create or update threshold alerts
Authors cannot:
- View SPICE capacity
- Add and run anomaly detection
- Create and update all data sources
- Create or rename shared folders
Add an author
- In Insights Portal, open the Analytics Builder tab and click Manage Authors.
- Click New Authors.
- Search for the user and org level role to whom you want to assign an author license.
- Click Assign Authors.
Readers
|
Important: Analytics Builder is only intended for non-learner personas and there is a maximum of 20,000 readers. Ensure that only users who need access have the Can Use Analytics Builder permission to keep your viewership below this limit. |
Readers can:
- Export Dashboards to CSV, Excel, or PDF
- Create or update threshold alerts
Readers cannot:
- Share Analyses, Dashboards, and Datasets
- Create or update all datasets
- Create and update all Super-Fast Parallel In-memory Calculation Engine (SPICE) datasets
- Create or update email reports
- Subscribe to email reports
- View SPICE capacity
- Add or run anomaly detection
- Create or update all data sources
- Create or rename shared folders
Supported export formats for Analytics Builder resources
The Author and Reader roles have specific formats for assets that they can export from specific areas.
On the Analysis area:
- Author can export to PDF using File > Export to PDF
- Author can access exports using File > Exports
- Reader cannot access Analysis
On the Analytics Builder dashboard:
- Author and Reader can export to PDF using the Exportbutton > Generate PDF
- Author and Reader can access exports using the Exportbutton > View Exports
From the visual on the Analytics Builder dashboard:
- Author and Reader can export CSV using the Ellipsis on the visual > Export to CSV
From tables and pivot tables:
- Author and Reader can export Excel files.