Give users access to Insights

With access to Insights, people can view dashboards assigned to them, create their own analyses and dashboards, and share these analyses and dashboards with others. You can vary people’s level of access by role.

Prerequisites

  • Insights is enabled for your Workforce Optimization account.

  • You have the following permissions:

    • Administer Roles
    • Administer Org. Structure
    • Assign User Roles
  • You know how many Insights licenses your organization has and have decided whether or not to exceed that number. Anyone who needs to create or view Insights content must have an Insights license. Each Workforce Optimization tenant includes some Insights Reader and Insights Author licenses at no additional charge, depending on the number of user licenses you have purchased. It is important to assign the Insights licenses correctly to avoid being billed for exceeding your number of complimentary licenses. If you’re not sure how many Author or Reader licenses are included in your Provider contract, please contact your Provider representative.

Page location

Various. See the procedures below for page locations.

Step 1: Create new roles for Insights

Creating roles for Insights makes managing Insights users much easier.

Create the Insights Author role

  1. Go to Application Management > Global > User Configuration > Roles.
  2. Click Create New Role.
  3. Enter Insights Author in the Role Name field.
  4. Click OK.

Create the Insights Reader role

  1. Click Create New Role.
  2. Enter Insights Reader in the Role Name field.
  3. Click OK.

Step 2: Assign Insights licenses to the Insights roles

A single role needs only one Insights license, but each license must be assigned to at least one role. The table below defines what each license does.

License What it allows users to do
Insights Author Create and share Insights analyses and dashboards
Insights Reader View Insights dashboards that are created and shared with them by someone with an Insights Author license
  1. In the Licenses table on the Roles page, select the Insights Author check box underneath the Insights Author role.
  2. Select the Insights Reader check box underneath the Insights Reader role.

Step 3: Assign Insights permissions to the Insights roles

Assign permissions to the Insights Author role

  1. In the Permissions table on the Roles page, scroll down to the Insights section and select the following check boxes underneath the Insights Author role:

    • View Content
    • Create Content
    • Share Content

    NOTE   The Administer Insights permission is not currently used.

  2. Select the View Data permissions for the Provider products your organization has.

    EXAMPLE   Your organization has Provider QM and Analytics but not WFM. You select View Analytics Data and View QM Data but leave the other check boxes clear.

Assign permissions to the Insights Reader role

  1. In the Permissions table, select the View Content check box underneath the Insights Reader role.

  2. Select the View Data permissions for the Provider products your organization has.

    EXAMPLE   Your organization has Provider QM and Analytics but not WFM. You select View Analytics Data and View QM Data but leave the other check boxes clear.

  3. Click Save.

For more information about what each of these permissions does, go to Manage roles and permissions for QM, Analytics, and Insights.

Step 4: Assign users to the Insights roles

Assign the Insights Author role to users

Most organizations assign this role to a small number of users.

  1. Go to Application Management > Global > User Configuration > Users.
  2. Select Manage multiple users.
  3. Select Assign Roles from the Action drop-down list.
  4. Select Insights Author from the Assign Roles drop-down list.
  5. Move the people who should be authors in Insights from Available to Assigned.
  6. Click Save. When these people next log in to Workforce Optimization, Insights appears in their top menu.

Assign the Insights Reader role to users

Most organizations have more readers than authors.

  1. Select Insights Reader from the Assign Roles drop-down list.
  2. Move the people who should be readers in Insights from Available to Assigned.
  3. Click Save. When these people next log in to Workforce Optimization, Insights appears in their top menu.

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