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 | ✅ | ✅ | ✅ | ✅ |
*HR role doesn’t have widget catalogue access, 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.