Reports and Dashboards: User Set Up

You set up user access to the Reports and Dashboards portal by adding a Reports and Dashboard role in Account Manager.

Note: To Add or edit roles in Account Manger, you need the Account Administrator credentials.
  1. Log into Account Manager as an Administrator.
  2. From Account Manager, add the role to an existing user.
    1. Use the organization, role, and status filters to list the user.
    2. Click the user's ID, and continue to Step 5.
  3. Add the role to a new user.
    1. From Account Manager > User, click Add User.
    2. Complete User account information and organization assignments, and continue to Step 5.
  4. Scroll to the Roles section and click Add.
  5. Scroll to the Reports and Dashboards section, and select the appropriate role. Roles assign permissions using a hierarchy so there is no need to assign a user multiple roles. The role assignment options include:
    1. The Customer Manager role. Allows access to all reports and account settings.
    2. The Performance User role. Allows access to all reports.
    3. The User role. Allows access to all reports except the real-time performance reports.
  6. Click Add.
  7. Scroll back to the Roles > Reports and Dashboards section, and click the filter to the left of the "No role scope defined" message.
  8. In the add Instance filter, select the organization name and the production instance for the realms you want to give the user access.
  9. Click Add, to add the organization and instances.
  10. Click Save, to add the updated role.
  11. The user now has access to the Reports and Dashboards using their Xchange credentials at https://ccac.analytics.demandware.com