Give users access to Data Explorer

With access to Calabrio Data Explorer, users can view reports and dashboards assigned to them, can view shared reports and dashboards created by others, and can 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).
  • In New WFM, you have the Web > Permissions permission.
  • For QM and Analytics, you have the Administer Roles permission.

Page location

Various. See the procedures below for page locations.

Procedures

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

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

QM

Application Management > User Configuration > Roles

New WFM

WFM > Permissions

Analytics

Application Management > User Configuration > Roles

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

New WFM: Assign Data Explorer permissions to user roles

If your organization uses New 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 users access to the home page, which is a Data Explorer dashboard.

    Data Explorer

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

    Content Creation

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

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

    View QM Dashboard

    Allows users to view the QM widgets in Data Explorer dashboards.

    Report Authoring

    Allows users to create, edit, delete, and share Data Explorer reports and dashboards.

  3. Click Save.

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