PSA Analytics Permission Sets

Refer to the tables below for details of the permission sets required to create and use datasets and dashboards with the PSA Core Analytics and PSA Advanced Analytics apps.

PSA Core Analytics Permission Sets

PSA Core Analytics Permission Sets

User

Permission Set

Description
Integration User PSA Analytics Integration User Read Access Grants read access to your PSA objects, fields, and records.
Resource Skills dataset permission set.

To create the Resource Skills dataset, you must create a read access permission set for the Integration User for the following objects in your PSA data environment:

  • Skill / Certification Rating
  • Contact
[Optional] Custom permission sets for user-generated fields.

If you want to add user-generated fields from your data environment to a dataset, you must ensure that the Integration User has read access to these fields by creating and assigning them an appropriate permission set before running the configuration wizard.
[Optional] Services CPQ Analytics Integration User Read Access Enables view access to objects and fields derived from Services CPQ.
PSA Analytics Admin PSA - PSA Analytics Setup Required to create, delete, and view PSA Analytics Setup records.
  User-created custom permission set with a suggested name of PSA Core Analytics Service Access

Enables users who are not administrators to create a PSA Core Analytics app. You must create a customer permission set by following the steps below:

  1. Create your own permission set.

  2. Add access to the class fferpcore.can_CoreAnalyticsAppService .

  3. Add access to the class fferpcore.can_AdditionalFieldsService.

  4. Assign the permission set to the non-administrator user.
View User Analytics View Only User

Enables view access to dashboards embedded in Lightning pages and workspaces.

PSA Advanced Analytics Permission Sets

PSA Advanced Analytics Permission Sets

User

Permission Set

Description
Admin User CRM Analytics Platform Admin

Administrator access to all Analytics features. You can assign appropriate access to Analytics Features for this user by editing their available permissions under System Permissions.
PSA Analytics App Template Required to run the configuration wizard to create your PSA Analytics app.
View User CRM Analytics Platform User Required to view CRM Analytics apps and dashboards.