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). The pro user definition has a master switch for each of the apps in the application - Model, Discover, Formulate, Tabulate, Present, Publish, and Illustrate - determining whether the Pro user can open these applications and create the associated content. Under these main switches are several sub-switches:
Add a Profile
To add a profile, click on the tab of the Pro user type, then click on the Add Profile button on the top right hand of the screen.
- 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 the Access and Features required for each app.
Model
- Pro/None: the user can select to have access to the full Pro module, or no access at all.
- Add Data Server: this will allow 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: this will allow the user to access the ML function panel in the data flow application and its associated ML algorithms
- Create Scripts (R, Python): this will allow the user to access the scripting function panel, create and run various scripting tools (R, Python and SAS)
- Execute Process: allows the user to configure and use the "command" node option int he master flow.
- Create Custom SQL Scripts (SQL target): allows the user to execute a custom SQL script when the ETL is run
Discover
- Pro/Lite/None: the user can select to have access to the full Pro module, the Lite interface, or no access at all.
- Advanced Analytics: this will allow the user to access the advanced analytic options (under Analysis in the Query ribbon) throughout the Discover app - like forecasting, Pareto analysis, and trending.
- Save Shareable Content: allow the user to share content in the workgroup and public folders
- Auto Discovery: the user will have access to Auto Discovery.
Formulate
- Pro/None: the user can select to have access to the full Pro module, or no access at all.
- Create Formulas, KPI's and Parameters: this will allow the user to build new shared formulas, lists, KPI's and parameters for Discovery
- Create Scripts (R, Python): this will allow 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
- Pro/Lite/None: Users can select to have access to the full Pro module, the Lite interface, or no access at all.
- Solve: Users with Pro access to Tabulate (above) can also be granted access to Solve. Note: Solve is accessed from the Advanced ribbon in Tabulate.
Present
- Pro/Lite/None: the user can select to have access to the full Pro module, the Lite interface, or no access at all.
- Smart Present: allows the user to open the Smart Reporting tool from Present.
Publish
- Pro/Lite/None: the user can select to have access to the full Pro module, the Lite interface, or no access at all.
- Smart Publish: allow the user to open the Smart Reporting tool from Publish.
- Select Multiple Items: allows the user to select and run the Multiple option, in order to select multiple slices when scheduling publications
- Scheduling: allow the user to schedule publications.
Illustrate
- Pro/None:Determine whether the user should have access to Illustrate or not.
General
- Pro/None:Determine whether the user should have access to General features or not.
- Advanced Options: enables advanced functionality across the all the applications, including: the "More" options in drop down 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.