Give users access to Data Explorer

With access to Calabrio Data Explorer, people can view reports and dashboards assigned to them, view shared reports and dashboards created by others, and create their own reports and dashboards. You can vary people’s level of access by role.

Prerequisites

  • Users and roles have been created and synced (Calabrio handles the sync process).
  • For QM or Analytics, you have the Administer Roles permission.
  • In WFM, you have the Web > Permissions permission.

Page location

Various. See the procedures below for page locations.

Procedures

The steps needed to give people access to Data Explorer vary depending on the Calabrio subscriptions your organization has.

If your organization has… Go to this page to give people access to Data Explorer

QM

Application Management > User Configuration > Roles

WFM

WFM > Permissions

Analytics

Application Management > User Configuration > Roles

IMPORTANT   If your organization combines WFM with QM or Analytics, you need to go to both pages to grant full access to Data Explorer.

WFM: Assign Data Explorer permissions to user roles

If your organization uses WFM, follow these steps.

  1. Go to WFM > Permissions.
  2. Select the role to modify.
  3. Ensure the Functions tab is selected.
  4. Add these permissions to the role as desired:

    Permission Description

    Home Page

    Gives people access to the home page, which is a Data Explorer dashboard.

    Data Explorer

    Allows people to view content in Data Explorer. With this permission, people can see the pre-built reports and dashboards and view reports and dashboards created by other people if those items are shared.

    Data Explorer > Content creation

    Allows people to create their own reports and dashboards in Data Explorer.

    Data Explorer > Content publishing

    Allows people to share the reports and dashboards that they create with others. To use this permission, people must also have the Content creation permission.

QM or Analytics: Assign Data Explorer permissions to user roles

If your organization uses QM or Analytics, follow these steps.

  1. Go to Application Management > User Configuration > Roles.
  2. Select the following permissions to assign to roles as desired:

    Permission Description

    Data Explorer

    Gives people read-only access to the Data Explorer asset browser page (the list of reports and dashboards).

    Content Creation

    Allows people to create, update, and delete Data Explorer reports and dashboards.

    Content Publishing

    Allows people to share reports and dashboards that they own to sharing groups they belong to.

  3. Click Save.

Make a dashboard the default homepage for a role

When people with a specific role log in to Calabrio ONE, this dashboard will be the first thing they see. If you tag multiple dashboards with the same role, people with this role can navigate between the different dashboards.

PREREQUISITE   
  1. Right-click the dashboard and select Tag from the drop-down list. The Tags window opens.
  2. Enter the prefix and then the name of the role.

    If the role was created on... The prefix is...
    Application Management > Roles c1_role_
    WFM > Permissions wfm_role_

    To add a role whose name is one word, enter the name.

    EXAMPLE   wfm_role_Agent

    To add a role whose name is multiple words separated by spaces, enclose the tag in double quotes.

    EXAMPLE   “c1_role_East Coast Team Leader”

    To add multiple roles at the same time, enter them one after the other separated by a space.

    EXAMPLE   wfm_role_Supervisor c1_role_Evaluator “c1_role_East Coast Agent”

    IMPORTANT    The role names must match the roles that your organization uses.

  3. Click Add Tag.
  4. Click OK. People with the tagged roles who are currently logged in to Calabrio ONE must log out and log back in to see the default dashboard.

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