PS Cloud Analytics Permission Sets

Refer to the tables below for details of the permission sets required to create and use datasets and dashboards with the PS Cloud Core Analytics and PS Cloud Advanced Analytics apps.

PS Cloud Core Analytics Permission Sets

PS Cloud Core Analytics Permission Sets
User	Permission Set	Description
Integration User	PS Cloud Analytics Integration User Read Access	Grants read access to your PS Cloud objects, fields, and records.
	Resource Skills dataset permission set.	To create the Resource Skills dataset, you must create a read access permission set for the Integration User for the following objects in your PSA data environment: Skill / Certification Rating Contact
	[Optional] Custom permission sets for user-generated fields.	If you want to add user-generated fields from your data environment to a dataset, you must ensure that the Integration User has read access to these fields by creating and assigning them an appropriate permission set before running the configuration wizard.
	[Optional] Services CPQ Analytics Integration User Read Access	Enables view access to objects and fields derived from Services CPQ.
PS Cloud Analytics Admin	PSA - PS Cloud Analytics Setup	Required to create, delete, and view PS Cloud Analytics Setup records.
	User-created custom permission set with a suggested name of PS Cloud Core Analytics Service Access	Enables users who are not administrators to create a PS Cloud Core Analytics app. You must create a customer permission set by following the steps below: Create your own permission set. Add access to the class `fferpcore.can_CoreAnalyticsAppService`. Add access to the class `fferpcore.can_AdditionalFieldsService`. Assign the permission set to the non-administrator user.
View User	Analytics View Only User	Enables view access to dashboards embedded in Lightning pages and workspaces. Note: This is a standard Salesforce permission set that automatically provides access to the Analytics Platform permission set license.

PS Cloud Advanced Analytics Permission Sets

PS Cloud Advanced Analytics Permission Sets
User	Permission Set	Description
Admin User	CRM Analytics Platform Admin	Administrator access to all Analytics features. You can assign appropriate access to Analytics Features for this user by editing their available permissions under System Permissions.
Admin User	PS Cloud Advanced Analytics App Template	Required to run the configuration wizard to create your PS Cloud Analytics app.
View User	CRM Analytics Platform User	Required to view CRM Analytics apps and dashboards.