There is Primary Employee/Position Hierarchy based data security applied to Price Analytics reports and metrics. Users who can access Price Analytics Subject areas can view all Order and Quote data in the related reports with/without data security filters based on the BI Duty Role assigned as specified in the following section.
This table lists BI Duty Roles (and applicable data security) that can be assigned to users in order to give them access to Price Subject Areas.
| BI Duty Role | Data Security | Subject Areas |
|---|---|---|
|
Pricing Administrator |
None |
Sales – CRM - Price Sales – CRM Price Waterfall Sales – CRM Price Waterfall – Orders Sales – CRM Price Waterfall – Quotes |
|
Pricing Manager |
Primary Employee/Position Hierarchy based data security |
Sales – CRM - Price Sales – CRM Price Waterfall Sales – CRM Price Waterfall – Orders Sales – CRM Price Waterfall – Quotes |
For more information about how to define new groups and mappings for Users and BI Roles, see How to Define New Groups and Mappings for Users and BI Roles.