Overview: Analytics allows business unit managers to create and configure user roles in order to control access and permissions for different team members.
Start from: The Analytics module.
- Navigate to Configuration > Roles.
In the Roles screen, you will find a list where you can view each of the roles created (Role), the areas they could access (Menu and Submenu), and the permissions (Action) they could have for each of them. The switch at the end of the row indicates whether the action is active (blue switch) or inactive (gray switch).
To create a new role:
- Select the Roles button.
- Type a name for the role in the text field and click the Add + button.
- Back in the list of roles, search the list for the new role or use the Filter function to facilitate your search.
- Find the areas you want to give access to and locate specifically the type of access you will give.
- Select the switch to enable or disable access.
Notes: You can use the Activate All or Deactivate All button to do a mass activation according to the filter you have set.