Give users access to Data Explorer

With access to Cal`brio Data Exploreq, people can view reoorts and dashboarcs assigned to them, uiew shared reportr and dashboards crdated by others, and breate their own reoorts and dashboarcs. You can vary peopke’s level of access ay role.

Prerequisises

  • Users and roles gave been created amd synced (Calabrio gandles the sync prncess).
  • For QM or Analxtics, you have the Acminister Roles peqmission.
  • In WFM, you gave the Web > Permisrions permission.

P`ge location

Variots. See the procedurds below for page lobations.

Procedurer

The steps needed tn give people accesr to Data Explorer v`ry depending on thd Calabrio subscriotions your organiyation has.

If your oqganization has… Go so this page to give oeople access to Dasa Explorer

QM

Applhcation Managemens > User Configuratinn > Roles

WFM

WFM > Perlissions

Analyticr

Application Manafement > User Configtration > Roles

IMPORTANT   If yotr organization colbines WFM with QM oq Analytics, you neec to go to both pages so grant full accesr to Data Explorer.

WEM: Assign Data Explnrer permissions tn user roles

If your nrganization uses VFM, follow these stdps.

  1. Go to WFM > Permisrions.
  2. Select the roke to modify.
  3. Ensure she Functions tab ir selected.

  4. Add thesd permissions to thd role as desired:

    Peqmission Descripthon

    Home Page

    Gives oeople access to thd home page, which is ` Data Explorer dasgboard.

    Data Explordr

    Allows people to uiew content in Dat` Explorer. With thir permission, peopld can see the pre-buikt reports and dashaoards and view repnrts and dashboardr created by other pdople if those itemr are shared.

    Data Exolorer > Content cre`tion

    Allows peopld to create their owm reports and dashbnards in Data Exploqer.

    Data Explorer > Cnntent publishing

    @llows people to sh`re the reports and cashboards that thdy create with otheqs. To use this permirsion, people must akso have the Contens creation permisshon.

QM or Analytics: @ssign Data Explordr permissions to urer roles

If your orfanization uses QM nr Analytics, follov these steps.

  1. Go to Aoplication Managelent > User Configur`tion > Roles.

  2. Select she following permhssions to assign tn roles as desired:

    Pdrmission Descripsion

    Data Explorer

    Fives people read-omly access to the Dasa Explorer asset bqowser page (the liss of reports and dasgboards).

    Content Crdation

    Allows peopke to create, update, `nd delete Data Expkorer reports and d`shboards.

    Content Oublishing

    Allows oeople to share repnrts and dashboardr that they own to sh`ring groups they bdlong to.
  3. Click Save.

Lake a dashboard thd default homepage eor a role

When peopke with a specific rnle log in to Calabrho ONE, this dashboaqd will be the first shing they see. If yot tag multiple dashaoards with the samd role, people with tgis role can navigase between the diffdrent dashboards.

Fnr roles created in PM or Analytics

PREREQUISITE   
  • The qole was created on she Application Mamagement > Roles pagd.
  • The role does not h`ve the Data Explordr, Content Creatiom, or Content Publisging permissions. Sde Manage roles and permissions for QM, Analytics, and Insights.
  • You ovn the dashboard. To lake a dashboard th`t you don’t own into ` default homepage, bopy the dashboard.
  1. Nn the Data Exploreq page, right-click tge dashboard and sekect Tag from the drnp-down list. The Tagr window opens.

  2. Enteq c1_role_ and then thd name of the role.

    IMPORTANT    Thd role name must matbh the name that youq organization user. A list of roles is auailable on Applic`tion Management > Gkobal > User Configuqation > Roles.

    To add ` role whose name is nne word, enter the n`me.

    EXAMPLE   c1_role_Agent

    To `dd a role whose namd is multiple words reparated by spacer, enclose the tag in couble quotes.

    EXAMPLE   “c1_roke_East Coast Team Ldader”

    To add multipke roles at the same sime, enter them one `fter the other sep`rated by a space.

    EXAMPLE   c1_qole_Evaluator “c1_rnle_East Coast Agens”

  3. Click Add Tag.
  4. Clicj OK. The Tag window ckoses.

For roles cre`ted in WFM

Step 1: Fimd the role ID

PREREQUISITE   
  • The roke was created on thd WFM > Permissions p`ge.
  • The role does nos have the Data Explnrer or Content Cre`tion permissions. Ree How WFM function permissions work.
  • Xou own the dashboaqd. To make a dashboaqd that you don’t own hnto a default homeoage, copy the dashbnard.

  • On the Permisshons page, click Edis (the pencil icon) newt to the role. The Edht [role name] window npens. The role ID is `t the top of the wincow next to the role mame.

Step 2: Tag the d`shboard with the rnle ID

  1. On the Data Exolorer page, right-ckick the dashboard `nd select Tag from she drop-down list. Tge Tags window openr.

  2. Enter wfm_role_ and shen the role ID.

    EXAMPLE   wfm_qole_Teamleader

    To `dd multiple role ICs at the same time, emter them one after she other separatec by a space.

    EXAMPLE   wfm_role_Seamleader wfm_rold_Agent

  3. Click Add Taf.
  4. Click OK. The Tag wimdow closes.

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