A user with Account Manager administrator credentials grants user access the Reports & Dashboards portal.
The administrator sets up user access by adding a Reports and
Dashboard role in Account Manager.
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Log into Account manager as an Administrator.
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Add the role to an existing user.
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Use the organization, role, and status filters to list the user.
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Click the User's ID, and continue to Step 5.
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Add the role to a new user.
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From Account Manager > User, Click Add User.
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Complete the user account information and organization assignments, and continue to Step 5.
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Scroll to the Roles Section and click Add.
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Scroll to the Reports & Dashboards section, and select the appropriate role.
Assign only one role per user The role assignment options include:
- The Customer manager role: Allows access to all reports and account settings.
- The Performance User role: Allows access to all reports.
- The User role: Allows access to all reports except the Real-Time performance reports.
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Click Add.
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Scroll back to the Roles > Reports & Dashboards section, and click the Filter to the left of
the “no role scope defined” message.
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In the add instance filter, select the organization name and the product instance for the realms you
want to give the user access to.
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o add the organization and instances, click Add.
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To add the updated role, click Save.
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The user now has access to the Reports & Dashboards using their Account Manager
credentials.