Engagement Analytics Permission Sets

The following permission sets are required for Engagement Analytics users.

Required Permission Sets for Engagement Analytics
User Permission Sets Description
Integration User Billing Central Analytics Read Access

Enables view access to objects and fields derived from Billing Central.

Note:

Only required if you use Billing Central with the engagement functionality and want to include billing contracts in Engagement Analytics.
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.

Note:

Only required if you use PSA with the engagement functionality and want to include projects in Engagement Analytics.
RevMan Analytics

Enables view access to objects and fields derived from Revenue Management.

Note:

Only required if you want to include revenue recognized and cost amortized amounts, and to create the Deferred Revenue Reporting dashboard.
OIM - Use Business Analytics

Enables view access to objects and fields derived from Order and Inventory Management.

Note:

Only required if you use Order and Inventory Management with the strategic spend functionality.
Administrator CRM Analytics Platform Admin

Enables all permissions required to administer the Analytics platform, including permissions to enable creating Analytics templated apps and apps.

Note:

This is a standard Salesforce permission set that automatically provides access to the Analytics Platform permission set license.
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.

Note:

This is a standard Salesforce permission set that automatically provides access to the Analytics Platform permission set license.
Embedded Dashboards View User CRM Analytics Platform User

Enables access to the embedded dashboards on the engagement record page.

Note:

This is a standard Salesforce permission set that automatically provides access to the Analytics Platform permission set license.