Engagement Analytics Permission Sets
The following permission sets are required for Engagement Analytics users.
User |
Permission Sets |
Description |
---|---|---|
Integration User | Billing Central Analytics Read Access |
Enables view access to objects and fields derived from Billing Central. |
FDN Core - Analytics - Read | Enables view access to engagements and Foundations companies. | |
PS Cloud Analytics Integration User Read Access |
Enables view access to objects and fields derived from PSA. |
|
RevMan Analytics |
Enables view access to objects and fields derived from Revenue Management. |
|
OIM - Use Business Analytics |
Enables view access to objects and fields derived from Order and Inventory Management. |
|
Administrator | CRM Analytics Platform Admin |
Enables all permissions required to administer the Analytics platform, including permissions to enable creating Analytics templated apps and apps. |
Engagement Analytics App Template | Required to run the configuration wizard to create your own Engagement Analytics app. | |
View User | CRM Analytics Platform User |
Enables all permissions required to use the Analytics platform and Analytics template apps and apps. |
Embedded Dashboards View User | CRM Analytics Platform User |
Enables access to the embedded dashboards on the engagement record page. |