Case Management Analytics Roles

The Case analyses are visible for the case manage and case worker job roles. Analyses and the underlying data is secured through a set of delivered OTBI transaction analysis duty roles.

Users with following roles can also access the reports:

• Sales Administrator
• Customer Relationship Management Application Administrator

The administrator defines which users, application roles, and catalog groups have the following privileges:

• Receive the delivery content of an agent.

• Have permission to access a section or alert section in a dashboard.

• Have permission to use a saved modification.

• Have permission to add or edit an existing catalog group.

• Assign permissions to a catalog object.

Infolet Name	Job Role
Team Active Cases by Age Active Case Detail My Active Cases	Sales Administrator Case Manager Case Worker