Before you begin managing permissions at user level, you may want to know more about subscription licenses, admin and reporting access.
Permissions can be managed permissions by group
or by Individual user. We recommend that you manage permissions by individual if you do not manage Microsoft admin by Group policy and do not have a Microsoft directory hierarchy set up.
A green tick or check mark for Reporting Access, Admin Access or Subscription, under People or Group settings, means that access is being managed by Group via Group Policy rather than by Individual users.
Understanding the User Profile Window
To access a user’s profile, select People from the edit People / Group menu on the left-hand side. Search and / or select a user and click on the edit button to open the user’s settings.
The profile tab displays the following:
- The User’s Direct Reports which is on the left-hand side of the window. This is defined by the Active Directory hierarchy in Microsoft Administration.
- The User's My Reporting Network which is on the right-hand side of the window. This shows all people in the user’s reporting network.
- To set paid license , select Collaboration Analytics from the drop down list and save.
If ‘Subscription applied via group policy' is on, users will be assigned subscriptions assigned as part of Group Policy.
Setting Permissions in the User Permissions Window
User permissions can be set within the user's permissions window of a user's settings. To do this, go to settings, from the Analytics 365 main menu and select People from the ‘Edit People/Group’ menu on the left-hand side, search and/or select a user and click on the edit button to open the user’s settings. Select the permissions tab to open the permissions window.
All changes made in the User's Settings windows must be saved.
Managing Reporting Access by User Settings
Reporting access to People, Teams and Call Queues can be managed manually in User Permissions. Enabling reporting access
will allow the User to access Dashboards and Cards.
Depending on the permissions they have been granted by the Super Administrator, Administrators, may have a limited ability to manage reporting access of members of their My Reporting Network.
To add Teams and Call Queues to the reporting access for individual user’s , a Super Administrator, or an Administrator with the appropriate permissions can select the relevant Teams and Call Queues using the drop-down menus. This enables the user to access group based analytics for reporting purposes in Cards.
To add people to an individual user's My Reporting Network, a Super Administrator, or an Administrator with the appropriate permissions, can select the relevant Teams or Groups from the drop-down menu. This enables the user to report on the individual members of these Teams or Groups. In addition, this enables administrators to access Group Settings.
Managing Admin Access by User Settings
Change the User’s administration access by selecting Super Admin, Admin, or None from the drop down list and save.
Administration access for users must first be managed by Super Administrators. Depending on the permissions they have been granted by the Super Administrator, Administrators, may have a limited ability to manage admin access of members of their My Reporting Network. Super Administrators can grant Admin access to members of the organization for selected People, Teams, Groups and Call Queues by using the drop-down menus.
Content is subject to change without notification. E&OE.