Required Modules: MiVC & Brightmetrics Enterprise OR MiCC, Genesys
Required Permission Level: Company Admin
Role-based permissions and data views give you the ability to have customizable permissions that allow you to grant access to data, dashboards, reports, and more at the user level under Admin Tools.
Roles
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Log in, then choose Admin Tools from the left sidebar menu. -
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Choose Roles on top. -
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This will bring you into the Roles view. At the top, you can choose to View By Roles or Data View.
Creating a role
To create a new role, choose View by Role and then click Add New Role. Here, you will need to give your new role a name and description, and set up what users with that role can access. You can also add a data view to the role and choose which account data they can view, or assign the current data view.
Once set up, choose Apply to create your new role.
Once the role is created, select Users at the top, then click the pencil next to the user's name to enter Edit mode and assign the new role to a user.
Editing a role
Once a role is created, you may want to edit the settings for that role. To do that, simply click the pencil next to the role name. This takes you into Edit mode, where you can make adjustments like adding/removing a data view, or adding/removing admin and analytics permissions.
Data Views
Creating a data view
Once a role is created, you'll have the option to assign a data view, which allows you to control the amount of data the user with this role can see. Choose Create New Data View at the bottom of the Edit Role panel and then select the module you want the user to be able to run reports for.
Once you click the data source, you can get as granular as desired by selecting or removing each data set the user can run reports on. Clicking on the arrow next to the data source allows you to filter all the way down to specific dimensions this user can report on.
Once set, click Apply, and the data view will be saved and available to be applied to a role.
Editing a data view
To edit a data view, choose View By Data View on top and then click the pencil next to the data view you want to edit.
Questions or feedback? Please email us at support@brightmetrics.com.