Refer to the tables below for details of the licenses required to create and use datasets and dashboards with the PSA Core Analytics and PSA Advanced Analytics apps.
|
User |
License |
Description |
|---|---|---|
|
|
FinancialForce PSA |
Enables access to PSA objects and fields. |
| [Optional] Services CPQ | Enables access to Services CPQ objects and fields. | |
| [Optional] Revenue Management | Enables access to Revenue Management objects and fields. | |
|
PSA Admin User
|
[Optional] Services CPQ |
Enables access to Services CPQ objects and fields. |
|
FinancialForce PSA |
Enables access to PSA objects and fields. |
|
| [Optional] Business Analytics |
Allows access to view dashboards from embedded analytics apps. |
|
| [Optional] Revenue Management | Enables access to Revenue Management objects and fields. | |
| View User |
FinancialForce PSA |
Enables view access to the application's objects and fields. |
| [Optional] Services CPQ | Enables access to Services CPQ objects and fields. |
|
User |
License |
Description |
|---|---|---|
|
Admin User |
Business Analytics |
Enables the user to create apps using the PSA Advanced Analytics app template, and modify the datasets and dashboards it contains in Analytics Studio. |
| View User |
Business Analytics |
Enables view access to PSA Analytics assets listed in Analytics Studio. |