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Here is a summary of BI tool permissions for each role:
Role | Can see custom insights added to visible dashboards? | Can add custom widgets to dashboards? | Can create custom insights from “Create widget” button? | Can create custom insights (widgets and reports) from “Create report” button? |
---|---|---|---|---|
Learner | ||||
Curator | ||||
Reporter | ✅ | ✅ * | * | ✅ |
✅
Learning Designer | ||||
HR |
✅ |
✅ * | * | ✅ | ||
Admin | ✅ | ✅ | ✅ | ✅ |
Owner | ✅ | ✅ | ✅ | ✅ |
*Reporter and HR roles don’t have access to the “Custom insights” widget catalogue, but will still be able to add a widget to an existing dashboard when using the “Create report” flow and selecting “Save as widget”.
Notes:
Managers without privileged roles above won’t be accessing custom insights and reports nor will be able to create any, at this stage.
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