Give users access to Data Explorer

With access to Provider Data Explorer, people can view reports and dashboards assigned to them, view shared reports and dashboards created by others, and create their own reports and dashboards. You can vary people’s level of access by role.

Prerequisites

• Users and roles have been created and synced (Provider handles the sync process).
• For QM or Analytics, you have the Administer Roles permission.
• In WFM, you have the Web > Permissions permission.

Page location

Various. See the procedures below for page locations.

Procedures

The steps needed to give people access to Data Explorer vary depending on the Provider subscriptions your organization has.

If your organization has…	Go to this page to give people access to Data Explorer
QM	Application Management > User Configuration > Roles
WFM	WFM > Permissions
Analytics	Application Management > User Configuration > Roles

IMPORTANT   If your organization combines WFM with QM or Analytics, you need to go to both pages to grant full access to Data Explorer.

WFM: Assign Data Explorer permissions to user roles

If your organization uses WFM, follow these steps.

1. Go to WFM > Permissions.
2. Select the role to modify.
3. Ensure the Functions tab is selected.

4. Add these permissions to the role as desired:

   Permission	Description
   Home Page	Gives people access to the home page, which is a Data Explorer dashboard.
   Data Explorer	Allows people to view content in Data Explorer. With this permission, people can see the pre-built reports and dashboards and view reports and dashboards created by other people if those items are shared.
   Data Explorer > Content creation	Allows people to create their own reports and dashboards in Data Explorer.
   Data Explorer > Content publishing	Allows people to share the reports and dashboards that they create with others. To use this permission, people must also have the Content creation permission.

QM or Analytics: Assign Data Explorer permissions to user roles

If your organization uses QM or Analytics, follow these steps.

1. Go to Application Management > User Configuration > Roles.

2. Select the following permissions to assign to roles as desired:

   Permission	Description
   Data Explorer	Gives people read-only access to the Data Explorer asset browser page (the list of reports and dashboards).
   Content Creation	Allows people to create, update, and delete Data Explorer reports and dashboards.
   Content Publishing	Allows people to share reports and dashboards that they own to sharing groups they belong to.

3. Click Save.

Make a dashboard the default homepage for a role

When people with a specific role log in to Workforce Optimization, this dashboard will be the first thing they see. If you tag multiple dashboards with the same role, people with this role can navigate between the different dashboards.

For roles created in QM or Analytics

1. On the Data Explorer page, right-click the dashboard and select Tag from the drop-down list. The Tags window opens.

2. Enter c1_role_ and then the name of the role.

   IMPORTANT    The role name must match the name that your organization uses. A list of roles is available on Application Management > Global > User Configuration > Roles.

   To add a role whose name is one word, enter the name.

   EXAMPLE   c1_role_Agent

   To add a role whose name is multiple words separated by spaces, enclose the tag in double quotes.

   EXAMPLE   “c1_role_East Coast Team Leader”

   To add multiple roles at the same time, enter them one after the other separated by a space.

   EXAMPLE   c1_role_Evaluator “c1_role_East Coast Agent”

3. Click Add Tag.
4. Click OK. The Tag window closes.

For roles created in WFM

Step 1: Find the role ID

• On the Permissions page, click Edit (the pencil icon) next to the role. The Edit [role name] window opens. The role ID is at the top of the window next to the role name.

  

Step 2: Tag the dashboard with the role ID

1. On the Data Explorer page, right-click the dashboard and select Tag from the drop-down list. The Tags window opens.

2. Enter wfm_role_ and then the role ID.

   EXAMPLE   wfm_role_Teamleader

   To add multiple role IDs at the same time, enter them one after the other separated by a space.

   EXAMPLE   wfm_role_Teamleader wfm_role_Agent

3. Click Add Tag.
4. Click OK. The Tag window closes.

Related topics

• Create roles for access to WFM—Learn more about assigning permissions to roles.
• How WFM function permissions work—A list of all the permissions in WFM and what they do.
• Manage roles and permissions for QM, Analytics, and Insights—A list of all the permissions that apply to QM and Analytics and what they do.
• Manage the list of Data Explorer dashboards and reports—Learn how to restrict access to specific reports and dashboards by role.
• Beginner’s Guide to Data Explorer Dashboards—If you’re just getting started with Data Explorer, this guide walks you through the basics of dashboards.