Create a role
To create a role, click the Roles tab in the configuration screen, then click the Add icon at the top of the screen.
Roles
Roles
Use FlowForma Analytics roles to group categories and privileges, making it easy to manage access for large numbers of users with the same requirements.
Roles provide a simple way to group categories together. This makes controlling large numbers of Analytics Dashboard users with the same access requirements much easier.
On this page you can create, edit, and delete roles. Once you’ve created a role, you can allocate it to users on the User Access tab. A user can have more than one role, and this doesn’t prevent individual categories from also being allocated to them.
For example, say you have thirty Analytics Dashboard users who are all Sales Managers, and Sales Managers currently have access to six categories. If you create a seventh category for Sales Managers and haven’t used roles, you would need to assign the new category to each of the 30 users individually.
However, if you had created a role called “Sales Manager” and assigned the six original categories to it, then assigned each of the 30 users to that role, you would only need to add the new category to the role to grant them access.
Roles also let you quickly apply access controls (privileges) to a group of users.