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Analytics roles

Zuora

Analytics roles

Analytics permissions

The permissions of Zuora Analytics are managed based on Reporting roles. To learn about how to find your Reporting role, see Find our your Reporting role. If you want to switch from Reporting Standard User to Reporting Aministrator, contact the Zuora Administrator in your organization.

There are two default Reporting roles:

  • Zuora Reporting Standard User

    This role has permissions that include View Analytics. See the table below for the details about the permission.

  • Zuora Reporting Administrator

    This role has permissions that include View Analytics and Manage Analytics. See the table below for the details about the permissions.

Users in these two Reporting roles automatically have access to Zuora Analytics. Zuora platform administrators manage user roles.

For the complete list of permissions for Reporting roles, see Reporting Roles.

Permission Description

View Analytics

 

This permission enables users to:

  • Use the Dashboard to view and interact with cards, including exporting data from cards.
  • Use the Explorer to view and interact with cards, including exporting data from cards.
  • Choose alternative metrics on card detail pages, but not save any changes.
  • Filter the data that is displayed on cards, but not save any changes.
  • Group the data that is displayed on cards, but not save any changes.
  • Modify the aggregation periods and date ranges of cards, but not save any changes.
  • Modify the chart types of cards, but not save any changes.
  • Modify the titles and descriptions of cards, but not save any changes.

For more information, see Using the Dashboard and Using the Explorer.

Manage Analytics

This permission enables users to:

  • Clone, create, and delete cards.
  • Pin cards to the Dashboard and unpin cards from the Dashboard.
  • Rearrange and resize cards that have been pinned to the Dashboard.
  • Change display options for cards that have been pinned to the Dashboard, including the ability to switch between headline numbers and charts.
  • Choose alternative metrics on card detail pages.
  • Save changes after revising the data that is displayed on a card.
  • View, edit, create, and delete cards.

For more information, see Using the Dashboard and Using the Explorer.

Find out your Reporting role

  1. Click your user name in the top-right corner in Zuora, and select Profile.
    zuora_settings_profile.png
  2. Click Manage Your Profile.
  3. On the edit profile page, you can find your Reporting role. 
    zuora_reporting_role.png

Assign Analytics roles to users in your organization

Administrators need to determine which users in your organization need to edit datasets and cards, and which users only need to view and interact with cards.

  • For those who need permissions to edit datasets, cards, and Dashboard, assign the Zuora Reporting Administrator role to them.
  • For those who only need to view and interact with cards and export data, assign the Zuora Standard User role to them.

Complete the following steps to assign roles to users:

  1. Navigate to Settings > Administration > Manager Users.
  2. Locate the user that you want to assign roles for, and click the user name or email address to open the user profile page.
  3. Click edit on the user profile page.

    analytics_edit_users.png

  4. Assign the proper role to the user. You can select either Zuora Reporting Standard User or Zuora Reporting Administrator.

    zuora_reporting_role.png

  5. Click save to save the changes.