PS Cloud Analytics Permission Sets
Refer to the tables below for details of the permission sets required to create and use datasets and dashboards with the PS Cloud Core Analytics and PS Cloud Advanced Analytics apps.
PS Cloud Core Analytics Permission Sets
User |
Permission Set |
Description |
---|---|---|
Integration User | PS Cloud Analytics Integration User Read Access | Grants read access to your PS Cloud 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:
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[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. | |
PS Cloud Analytics Admin | PSA - PS Cloud Analytics Setup | Required to create, delete, and view PS Cloud Analytics Setup records. |
User-created custom permission set with a suggested name of PS Cloud Core Analytics Service Access |
Enables users who are not administrators to create a PS Cloud Core Analytics app. You must create a customer permission set by following the steps below:
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View User | Analytics View Only User |
Enables view access to dashboards embedded in Lightning pages and workspaces.
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PS Cloud 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. |
PS Cloud Advanced Analytics App Template | Required to run the configuration wizard to create your PS Cloud Analytics app. | |
View User | CRM Analytics Platform User | Required to view CRM Analytics apps and dashboards. |