The Pro user profile provides access to all features available in Pyramid, while allowing access to be limited for each app in the application. The Pro user profile is normally given to advanced users (Admin users, BI developers, and data workers) and has a master switch for each of the apps in the application - Model, Discover, Formulate, Tabulate, Present, Publish, and Illustrate - determining whether the Pro users can open these applications and create associated content. Under these main switches are several sub-switches.
Add a Pro User 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 Pro.
- 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
Model
Access
- Pro/None: Grants access to the full Pro module or no access at all.
Features
- Add Data Server: Allows the user to add new data source servers without admin approval or oversight. (This switch affects both the modeling tool as well as the "add server" feature at the start-up of Discover.)
- Use Machine Learning: Allows the user to access the ML function panel in the data flow application and its associated ML algorithms.
- Create Scripts (R, Python): Allows the user to access the scripting function panel and create and run various scripting tools (R, Python, and SAS).
- Execute Process: Allows the user to configure and use the "command" node option in the master flow.
- Create Custom SQL Scripts (SQL target): Allows the user to execute a custom SQL script when the Data Flow (ETL) is run.
Discover
Access
- Pro/Lite/None: Grants access to the full Pro module, the Lite app, or no access at all.
Features
- Advanced Analytics: Allows the user to access the advanced analytic options (under Analysis in the Query ribbon) throughout the Discover app. This includes Forecasting, Pareto analysis, and Trending.
- Save Shareable Content: Allows the user to share content in the workgroup and public folders.
- Auto Discovery: Enables Auto Discovery.
Formulate
Access
- Pro/None: Grants access to the full Pro module or no access at all.
Features
- Create Formulas, KPI's and Parameters: Allows the user to build new shared formulas, lists, KPIs and parameters for Discovery.
- Create Scripts (R, Python): Allows the user to build new shared scripts in Python, R, and SAS.
- Custom Visuals: Allows the user to build, share, and see Custom Visuals.
Tabulate
Access
- Pro/Lite/None: Grants access to the full Pro module, the Lite app, or no access at all.
Features
- Solve: Allows Tabulate Pro users to also access Solve. Note: Solve is accessed from the Advanced ribbon in Tabulate.
Present
Access
- Pro/Lite/None: Grants access to the full Pro module, the Lite app, or no access at all.
Features
- Smart Present: Allows the user to open the Smart Reporting tool from Present.
Publish
Access
- Pro/Lite/None: Grants access to the full Pro module, the Lite app, or no access at all.
Features
Pro
Where access is through the Pro app:
- Smart Publish: Enables the Smart Reporting tool in Publish.
- Scheduling: You canSchedule Publications in Publish Pro and from the CMS for Pro users.
- Select Multiple Items: You can select the Multi mode option (select multiple slices) when scheduling publications from either of the preceding locations.
Lite
Where access is through the Lite app:
- 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.
Illustrate
Access
- Pro/None: Grants access to the full Pro module or no access at all.
Features
- NA
General
Access
- Pro/None: Grants access to the full Pro module or no access at all.
Features
- Advanced Options: Enables advanced functionality across the all the applications, including: the "More" options in dropdown menus; Analysis tools, N-of-N, Variable List, Time Intelligence, and Cache Options in Discover; Open Related Content, Copy Link, Embed, Save as New Version, Save & Close from the CMS.
If this option is not selected, the "Actions" option will be disabled.