| No role |
- View Performance Analytics visuals on the Service Portal.
- View dashboards that have been shared with this user.
Some dashboards
require a subject matter related role for viewing, such as
sn_hr_core_basic for the HR Agent OOTB dashboard. Dashboard owners and
administrators can also restrict dashboard access by role. For more
information, see Dashboard permissions.
|
Naive requester who does not need any access to Performance Analytics beyond
certain visualizations of results |
| Any role (not necessarily a Performance Analytics
role) |
- Create dashboards.
- Restrict access by role to a dashboard they create.
- Share dashboards they own.
|
|
| pa_viewer Contained by: All roles except pa_contributor |
- View Analytics Hub.
- Create thresholds and targets for indicators.
- Read, Update, and Delete thresholds and targets that they created.
- View text analytics widgets on dashboards.
|
Requester who needs and understands the details of key performance
indicators |
| sn_pa_diagnostics.pa_diagnostic Contained by: pa_admin |
- Read from the Diagnostics tables.
- Activate or deactivate a diagnostic.
- Run diagnostics.
- Delete message records and diagnostic logs.
|
No specific persona, but this role would typically be assigned to individual
business analysts or groups of fulfillers. |
| pa_contributor Contained by: pa_power_user, pa_admin |
For indicators for which the user is designated as a
Contributor:
- Read and update scores in scoresheets.
- View the Analytics Hub.
This user can also read dashboards that have been shared with them. |
No specific persona, but this role would typically be assigned to individual
fulfillers or groups, who are allowed to set indicator scores manually |
| pa_target_admin Contained by: pa_power_user, pa_admin |
- Create targets.
- Read, update, and delete all targets, including those that they do not
own.
- Assign targets to indicators.
|
Manager who knows what targets to set but may not have any further input to
Performance Analytics |
| pa_threshold_admin Contained by: pa_power_user, pa_admin |
- Create thresholds.
- Read, update, and delete all thresholds, including those that they do not
own.
- Assign thresholds to indicators.
|
Manager who knows what thresholds to set but may not have any further input
to Performance Analytics |
| pa_analyst Contained by: pa_power_user, pa_admin |
- CRUD text analytics keywords, phrases, and stop words
- Read indicator sources.
|
No specific persona, but this role would be assigned to individual fulfillers
or groups whose expertise includes keywords, phrases, and stop words for word
clouds. |
| pa_power_user Contained by: pa_admin The pa_power_user role contains
the pa_viewer, pa_contributor, pa_target_admin, pa_analyst, and
pa_threshold_admin roles. |
- CRUD indicators and breakdowns.
- CRUD widgets
- Add Performance Analytics widgets to dashboards.
- CRUD text index configurations for text analytics.
- CRUD bucket groups.
- CRUD indicator groups
|
Business analyst. Understands the business use cases for Performance Analytics and the
requirements for indicators and breakdowns. |
| pa_data_collector Contained by: pa_admin |
- CRUD, schedule, and run data collection jobs
- CRUD indicator and breakdown sources
- CRUD automated and external indicators
- CRUD breakdowns
- Read some system properties
- CRUD system units
- CRUD scripts and automated notifications
- CRUD bucket groups
|
Technical expert who understands the underlying database record structure of
|
| pa_admin The pa_admin role contains the pa_power_user,
sn_pa_diagnostics.pa_diagnostic, and pa_data_collector roles. |
- Edit Performance Analytics
properties.
- Access Admin Console
- Launch Dependency Assessment
|
Performance Analytics
technical expert who also understands business needs. |
| admin |
The system administrator role. Users with the admin role can perform all
pa_admin functions, create database views, CRUD any dashboard, and assign
ownership to dashboards. |
System administrator |
