Licensing

Your Engagement Analytics app might be dependent on Financial Analytics, PSA Analytics, or both. This depends on how you configure the app during the setup process. Depending on your choice, the existing licensing requirements also apply to Engagement Analytics. For more information, see the following:

In addition, the following user licenses are specifically required for Engagement Analytics:

Required User Licenses for Engagement Analytics

Users

Licenses

Description

Integration User

 Billing Central

Enables access to Billing Central objects and fields.

Note:

Only required if you use Billing Central with the engagement functionality and want to include billing contracts in Engagement Analytics.

Business Analytics

Enables access to existing Financial Analytics and PSA Analytics datasets used to create the Engagement Analytics app.
Professional Services Automation

Enables access to PSA objects and fields.

Note:

Only required if you use PSA with the engagement functionality and want to include projects in Engagement Analytics.
Supply Chain Management

Enables access to SCM objects and fields.

Note:

Only required if you use SCM with the engagement functionality and want to include sales orders in Engagement Analytics.

Admin User

Business Analytics

Enables the user to create apps from the Engagement Analytics template.

View User

Business Analytics

Enables view access to the dataset and dashboards created with the Engagement Analytics app.
Embedded Dashboard User Business Analytics

Enables view access to the Engagement Analytics dashboards embedded in the Engagement record page.