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CRM Analytics
Select User Permissions and Assign Users to Event Monitoring Analytics App Permission Sets

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Select User Permissions and Assign Users to Event Monitoring Analytics App Permission Sets

Give your users access to Event Monitoring Analytics features by assigning one or more permission sets based on the capabilities they need.

Required Editions

User Permissions Needed
To create permission sets: Manage Profiles and Permission Sets

After enabling CRM Analytics and Event Monitoring Integration with CRM Analytics, identify users who will access the Event Monitoring Analytics app and assign them to a permission set. You can create any permission set you must meet the needs of your users. For convenience, two standard permission sets are provided.

Standard Permission SetsFor
Event Monitoring Analytics Apps AdminUsers who create and customize Event Monitoring Analytics apps and data flows
Event Monitoring Analytics Apps UserUsers who view Event Monitoring Analytics apps

Let’s begin selecting the user permissions in the Event Monitoring Analytics Apps Admin standard permission set.

  1. From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
  2. Select the Event Monitoring Analytics Apps Admin permission set.
  3. Select the feature permissions to enable for your permission set. Use Find Settings to search for them quickly. Select Use CRM Analytics Templated Apps, Access Event Monitoring Analytics Templates and Apps, Manage CRM Analytics Templated Apps, and Edit CRM Analytics Dataflows. Make sure to select all four permissions.
  4. Click Save. You can now assign the permission set to users. See Manage Permission Set Assignments.
  5. Repeat the steps for the Event Monitoring Analytics Apps User standard permission set. However, for this permission set, select only the Use CRM Analytics Templated Apps user permission, because your end users need only view access. If they need more access, you can create your own permission set by cloning and customizing the standard permission set.
Warning
Warning

Assign the Event Monitoring Analytics Apps Admin permission set carefully, because it lets users create, edit, and delete the app. Assign it only to users who administer or manage the app.

See Also

 
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