Roles

Standard roles

To make the Analytics Suite even more user-friendly, we decided to implement roles based on your users’ level of analytics skill. These standard roles consist of a set of tools made available to users based on their needs, including:

  • Read Data: view dashboards, reports and export documents.
  • Explore Data: dive into deep analysis with Explorer.
  • Handle Data: create dashboards and reports, and explore data by segmenting and using custom metrics.
  • Set Up Tagging: configure and verify your site’s tags.
  • Manage Data Flows (paid option): export a large volume of extremely granular data.
  • Manage Data Processing: process and change the data retrieved by tags.
  • Configure Solution: setup configurations for your analysis

 

Document reader: views documents

  • Access to the Read Data tool

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Business User: views data

  • Access to the Read Data tool
  • Access to the Explore Data tool

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Analyst: handles data

  • Access to the Read Data tool
  • Access to the Explore Data tool
  • Access to the Handle Data tool

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Advanced Analyst: manages advanced analytics

  • Access to the Read Data tool
  • Access to the Explore Data tool
  • Access to the Handle Data tool
  • Access to the Set Up Tagging tool
  • Access to the Manage Data Flows tool
  • Access to the Manage Data Processing tool
  • Access to the Configure Solution tool

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Custom roles

If none of the standard roles meet your needs, then you can use the Custom Roles function. It allows you to choose freely from one or more of the following tools:

  • Read Data
  • Explore Data
  • Handle Data
  • Set Up Tagging
  • Manage Data Flows
  • Manage Data Processing
  • Configure Solution

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Note: selecting the Explore Data tool automatically selects the Read Data tool, selecting Handle Data tool automatically selects the Read Data and Explore Data tools.

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