This article explains how to create and manage Analytics Roles, and how those roles control access to analytics reports for users.
What Are Analytics Roles?
Analytics Roles define which analytics reports a user can view. Each role is a customizable set of permissions that determines report visibility based on job function, security needs, or operational requirements.
Accessing Analytics Roles
- Navigate to Settings.
- Select User Management.
- At the top of the page, locate Analytics Roles.
This section displays a complete list of all Analytics Roles you have created.
Creating a New Analytics Role
- In the Analytics Roles section, select Create New Role.
- Enter a name for the role (for example, Test Role).
- Click “OK”
- Select the reports you would like this Role to have access to.
- Click “Create Role” at the bottom of the page.
Assigning Analytics Roles to Users
- Go to User Management.
- Select the user you are looking to update.
- Open Manage Access for a user.
- Locate Access to Analytics.
You will always see two default options:
- None
- All Report
- In addition, any custom analytics roles created for your organization will appear in this list.
- Select the appropriate analytics role (for example, Front Desk Access).
- Click Save and Close.
How Analytics Access Appears to Users
Once a role is assigned:
- When the user opens the Analytics page, the system automatically displays the first report they have permission to access.
- The list of available reports is limited only to those included in their role.
- Reports outside their assigned role are completely hidden and cannot be seen or accessed.
Key Benefits of Analytics Roles
- Improves data security by limiting report visibility
- Simplifies the analytics experience for users
- Ensures staff only see reports relevant to their role
- Prevents users from viewing or discovering unauthorized reports