User Permissions for Scorecards

Metrics

In order to view, create or edit Custom Metrics and Scorecard Reports, a user must have the following access privileges:

  • Custom Metrics enabled in the User Permission List.
  • User Permissions for Metrics enabled in Menu-Access for individual users.

User Permission List | Custom Metrics

  1. From the portal main menu, click Account and then click Manage Users.
  2. In the Additional Options menu, select Permissions for individual users (opens in a new browser Tab).
  3. Click the checkbox to enable Custom Metrics for a user.

User Permissions Custom Metrics

To view the Utilization Rollup, a user must also have Hierarchy Admin enabled in the User Permissions List.

Manage Users | Menu-Access for individual users

Menu Access Individual Users

  1. In the portal, click Account, then click Manage Users.
  2. In Additional Options menu, select Menu-Access for individual users (opens in a new browser Tab).

Menu-Access List | User Permissions | Category: Custom
Scorecard Menu Access Custom

  1. In the top menu bar, select Category: Custom and click the filter button.
  2. Scorecards involve up to 3 of the available User Permissions for Metrics:
  • Manage Metrics = the user can create, edit and delete custom metrics.
  • Scorecard Configuration = the user can configure scorecards.
  • Metrics Report = the user can view and run custom metrics reports.
    End users need this checkbox enabled if they will be viewing reports ONLY.

Menu-Access List | User Permissions | Category: Dashlets

MenuAccess-Dashlets-UtilizationRollup

  1. In the top menu bar, select Category: Dashlets and click the filter button.
  2. Click the checkbox to enable Utilization Rollup for a user.

Metrics are shared by all users who have access to them. Please consider that users can edit/delete/view each other’s metrics and any changes are global. In order to run a traditional Metric Report, a user must have the Metrics Scorecard option enabled in the Menu Access List , Category: Report.