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.
- Select 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 for this type of profile.
The profile is created with your name and Access and Features settings.
Make this the Default Profile
To designate a profile as the default, select the Default checkbox for the required profile and click Apply. One default profile can be defined for each tenant. Tip: You can filter or sort the profile list by tenant to make it easier to select the correct profile.
When you create a new user, they are assigned the appropriate default profile based on their user type and tenant:
- If a default profile exists for the user type and tenant, that profile is used.
- If no default profile is defined for the user type and tenant, then the user is granted all available permissions for their client license type.
Note: You can override the default profile assignment by assigning a profile directly to a user or by assigning them a role that specifies a profile. The default profile feature is intended to save you time and effort when creating new users.
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
NA
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.
- Scheduling: You can only Schedule Publications from the CMS. (Scheduling is not available from the Lite app's ribbon.)
- Select Multiple Items: You can select the Multi mode option (select multiple slices) when scheduling publications.