Giving Role Access and Setting Required Permissions for Advanced SaaS Metrics

An administrator must give access to roles that will use the Advanced SaaS Metrics SuiteApp and then set the required permissions for these roles.

Note:

Access can only be given to custom roles and is not available for standard roles.

To give a role access and to set required permissions:

1. Go to Setup > Users/Roles > Manage Roles.

2. Click Edit beside the custom role.

3. Under the Authentication section, in the SaaS Metrics Access field, select the access that you want to give to the role.

   • No Access – Users with this role do not have access to the Advanced SaaS Metrics SuiteApp.

   • SaaS Viewer – Users with this role can only view and cannot edit records and pages in the Advanced SaaS Metrics SuiteApp.

   • SaaS Admin – Users with this role can view and edit records and pages in the Advanced SaaS Metrics SuiteApp.

4. Set the following required permissions for the user role.

   Custom Role	Subtab	Permission	Permission Level
   No Access	No required permissions for this user role.
   SaaS Viewer For example: CFO	Reports	SuiteAnalytics Workbook	Edit
   	Lists	Classes	Full
   		Customers	Full
   		Custom Record Entries	View
   		Companies	View
   		Currency	View
   		Departments	Full
   		Items	Full
   		Locations	Full
   		Subsidiaries	View
   	Setup	Analytics Administrator	Full
   		Manage Accounting Periods	View
   		Custom Lists	View
   SaaS Admin For example: Revenue Manager	Reports	SuiteAnalytics Workbook	Edit
   	Lists	Classes	Full
   		Customers	Full
   		Custom Record Entries	Full
   		Companies	View
   		Currency	Full
   		Departments	Full
   		Items	Full
   		Locations	Full
   		Subsidiaries	Full
   	Setup	Analytics Administrator	Full
   		Manage Accounting Periods	Full
   		Custom Lists	Full
   		Set Up Company	Full
   		Import CSV File	Full

   Note:

   There are high-level SuiteScript permissions that can be granted to a SaaS Admin user role for the role to be able to set the SuiteApp preferences and process CSV imported records.

   The following are the permissions in the Setup tab that can be set as full for the SaaS Admin user role:

   • SuiteScript

   • SuiteScript Scheduling

   • Control SuiteScript and Workflow Triggers per CSV Import

   An administrator must exercise caution when granting these permissions as they can result to unwanted access to other scripts.

5. Click Save.

Related Topics

Advanced SaaS Metrics Setup

Giving Access to Advanced SaaS Metrics Workbooks and Datasets

Setting an Item as Renewable

Setting Advanced SaaS Metrics Preferences

Scheduling the SaaS MR Create Contract Transaction Script

Deploying Script for Secondary Records

General Notices