The Analyst user profile provides access to lite version of Discover, Tabulate, Present, and Publish, while allowing access to be individually switched on or off for each app in the application. The analyst user profile is ideal for non-technical users who want to create content, but require a more simplified interface with fewer options available for the apps. Several additional switches are available for some of the apps.
Add an Analyst Profile
Profiles are added from the Admin Console:
- In the left-hand menu, select Access > Profiles.
- From the row of tabs at the top of the page, select Analyst.
- Click Add Profile at the top-right of the page.
- Specify the basic details of the profile:
- Name: Each profile should be given a simple name.
- Description: Provide a light description of the profile for management purposes.
- Tenant Security: Each profile is attached to a specific tenant in a multi-tenant environment, ensuring each tenancy can set up its users according to its own needs.
- For each app, and then for general, select the name in the central column and specify Access and features as needed.
- Once you are happy with your selections, click Save.
The Profiles admin page opens.
Your selection here indicates the type of user that this profile applies to. For more information about user types, see User Types.
The Add Profile panel opens at the bottom of the page.
See below for details of the Access and Features settings.
The profile is created with your name and Access and Features settings.
Make this the Default Profile
When you create a new user, they are assigned the default profile for their user type. To specify which of the profiles should be the default for each user type, select the Default checkbox at the top of the page and then click Apply.
Note: You can override the default selection on user creation, but the defaulting here is intended to save you time and effort.
Access and Features
Discover
Access
- Lite/None: Grants access to the Lite interface or no access at all.
Features
- Auto Discovery: Allows the user to generate auto discoveries.
Tabulate
Access
- Lite/None: Grants access to the Lite interface or no access at all.
Features
N/A
Present
Access
- Lite/None: Grants access to the Lite interface or no access at all.
Features
- Smart Present: Grants access to Smart Present.
Publish
Access
- Lite/None: Grants access to the Lite interface or no access at all.
Features
- Smart Publish: Enables the Smart Reporting tool in Publish.