Giving Access to Advanced SaaS Metrics Workbooks and Datasets

After giving the SaaS Admin and SaaS Viewer user roles access and permissions to the Advanced SaaS Metrics SuiteApp, an administrator must also give access to workbooks and datasets for these user roles. Access to the workbooks and datasets ensures that the SaaS Metrics dashboard information are accurately displayed for the user role.

To give access to the Advanced SaaS Metrics workbooks and datasets:

Note:

If there are changes to workbooks and datasets, such as when the SuiteApp is updated, an administrator must again give access to the previously shared workbooks and datasets.

Click Analytics.
On the upper right corner of the page, switch to list view.
Select workbooks and datasets.
1. Click the Workbooks tab and look for the following workbooks.
  - SaaS Metrics RollForward Workbook
  - SaaS MRR Workbook
  - SaaS Metrics Churn Workbook
2. Click the Datasets tab and look for the following datasets.
  - SaaS Metrics RollForward Dataset
  - SaaS Metrics Monthly Contract Plan MRR Dataset
  - SaaS Renewed Contracts Dataset
  - SaaS Metrics Sales Order Default Dataset
  - SaaS Metrics Invoice Default Dataset
Do the following for each of the workbooks and datasets in the previous step.

Note:
You must also perform the following steps for any custom datasets based on the datasets mentioned in step 3.
1. Click the workbook or dataset name.
2. On the upper right corner of the page, click Share.
3. In the Share Workbook or Share Dataset window, clear the Share With All box.
4. Select Roles in the dropdown window.
5. On the left pane, select the user role.
6. Click >.
7. Click Share.

To give access to the Advanced SaaS Metrics workbooks and datasets:

Related Topics