Giving Role Access and Setting Required Permissions for Advanced SaaS Metrics
An administrator must give access to roles that will use the Advanced SaaS Metrics SuiteApp and then set the required permissions for these roles.
Access can only be given to custom roles and is not available for standard roles.
To give a role access and to set required permissions:
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Go to Setup > Users/Roles > Manage Roles.
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Click Edit beside the custom role.
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Under the Authentication section, in the SaaS Metrics Access field, select the access that you want to give to the role.
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No Access – Users with this role do not have access to the Advanced SaaS Metrics SuiteApp.
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SaaS Viewer – Users with this role can only view and cannot edit records and pages in the Advanced SaaS Metrics SuiteApp.
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SaaS Admin – Users with this role can view and edit records and pages in the Advanced SaaS Metrics SuiteApp.
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Set the following required permissions for the user role.
Custom Role
Subtab
Permission
Permission Level
No Access
No required permissions for this user role.
SaaS Viewer
For example: CFO
Reports
SuiteAnalytics Workbook
Edit
Lists
Classes
Full
Customers
Full
Custom Record Entries
View
Companies
View
Currency
View
Departments
Full
Items
Full
Locations
Full
Subsidiaries
View
Setup
Analytics Administrator
Full
Manage Accounting Periods
View
Custom Lists
View
SaaS Admin
For example: Revenue Manager
Reports
SuiteAnalytics Workbook
Edit
Lists
Classes
Full
Customers
Full
Custom Record Entries
Full
Companies
View
Currency
Full
Departments
Full
Items
Full
Locations
Full
Subsidiaries
Full
Setup
Analytics Administrator
Full
Manage Accounting Periods
Full
Custom Lists
Full
Set Up Company
Full
Import CSV File
Full
Note:There are high-level SuiteScript permissions that can be granted to a SaaS Admin user role for the role to be able to set the SuiteApp preferences and process CSV imported records.
The following are the permissions in the Setup tab that can be set as full for the SaaS Admin user role:
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SuiteScript
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SuiteScript Scheduling
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Control SuiteScript and Workflow Triggers per CSV Import
An administrator must exercise caution when granting these permissions as they can result to unwanted access to other scripts.
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Click Save.