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Administrators have full read/write access across their entity and any entities beneath them.  That means, a business partner administrator, has full access to edit and manage their BP account settings, as well as manage all the configuration and account settings of their customers. Note: Full access can be restricted using Manage Roles and Access.
An administrator can

  • Manage All Users (add, edit delete)
  • Manage All Scheduled Reports  (add, edit delete)

Normal Permissions

A normal user only has read permissions, and typically does not have edit permissions.  They typically can still access most of the same pages as an administrator, but will not have edit permissions.  Some administrative pages are hidden entirely from a normal user.

  • Manage all users (view only)
  • All  Scheduled Reports is hidden

Dashboard Only Permissions

A DashboardOnly user can only view dashboards where 'Sharing' is set to Public on the Dashboard Settings page. When logging on they will be directed to the Dashboards Landing page. Clicking on a dashboard name will give the user the option to Open that dashboard.

  • The user is able to open and view any dashboard that is set to public.

Creating New Users

To create or edit accounts you must have Administrator permissions. 


To invite add a new user navigate to:

  • Service Desk → Manage Customer → Manage Users
  • Administration → Manage Users

Click 'Invite User', and enter the email address for the new user and select the permissions required

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