The Advanced Analytics topic is available to users with the general permission View and administer advanced analytics content.
ProjectorBI is a system within a system. That means it is a full, web-based product contained within Projector Web. Although you can create users in ProjectorBI via Management Portal, you'll need to configure and manage them from within ProjectorBI itself. ProjectorBI has its own terminology which differs from Projector proper. You'll need to learn the ProjectorBI terminology to use the system. Most of your users will likely be consumers of business intelligence dashboards, which means they don't need to care about all that. But if you are administering ProjectorBI you will definitely need to learn the differences between the two systems.
Management Portal is used to create ProjectorBI users. Once a ProjectorBI user is created, their ProjectorBI permissions are controlled from within ProjectorBI itself. By default, users cannot build any visualizations or import any data. You can elevate privileges by assigning them to one of three ProjectorBI User Roles. The bullet list below describes your available role options.
- No Role - users have very few permissions by default. They can view data sets, reports, and dashboards that are shared to them. Generally, only dashboards will be shared to them. The underlying reports and data sets will be the domain of a few, higher level users. Users can create their own dashboards, but those dashboards can only be amalgamations of things already shared to them.
- Data Manager Role - this user can import data from Projector's reporting engine. They may optionally import data from other systems like Salesforce. They have great power to create, modify, and purge data. Can only perform those actions on data sets they own or that are shared to them.
- Report Editor Role - this user can take information from a dataset and build it into tables, charts, and visualizations. Can only perform those actions on data sets they own or that are shared to them. It's likely your report editors will also be data managers. But you could possibly segment the two if you have someone whose sole responsibility is building visualizations.
- Domain Administrator Role - you can administer everything within the system. Domain administrators implicitly get all the permissions of Data Managers and Report Editors. However, unlike those roles, administrators can edit any data set, report, or dashboard in the system. Even ones they do not own or have not been shared to them. In addition, administrators can edit users, user groups, and access the sharing console.
- Owner - This isn't an actual role, more an implicit role. Each data set, report, and dashboard has a single owner. The owner is the person who created the entity. Owners have full access to view, modify, delete, and share their entities.