Set Up User Access
A user with Account Manager administrator credentials grants user access the Reports & Dashboards portal.
Required Editions
| Available in: B2C Commerce |
The administrator sets up user access by adding a Reports and Dashboard role in Account Manager.
- Log into Account manager as an Administrator.
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Add the role to an existing user.
- Use the organization, role, and status filters to list the user.
- Click the User's ID, and continue to Step 5.
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Add the role to a new user.
- From Account Manager | User click Add User.
- Complete the user account information and organization assignments, and continue to Step 5.
- Scroll to the Roles Section and click Add.
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Scroll to the Reports & Dashboards section, and select the appropriate role.
Assign only one role per user The role assignment options include:
- The Customer manager role: Allows access to all reports and account settings.
- The Performance User role: Allows access to all reports.
- The User role: Allows access to all reports except the Real-Time performance reports.
- Click Add.
- Scroll back to the Roles | Reports & Dashboards click the Filter to the left of the “no role scope defined” message.
- In the add instance filter, select the organization name and the production instance for the realms you want to give the user access to.
- To add the organization and instances, click Add.
- To add the updated role, click Save.
- The user now has access to the Reports & Dashboards using their Account Manager credentials.
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