Emburse Analytics User Types And Roles
Understand how roles, user types, and subscription level determine what users can do in Emburse Analytics. This article explains the available roles and user types, and how to assign administrator permissions and Creator or Viewer access.
For instructions on managing licenses and changing user types, see User management admin screen.
User Types and Roles
Roles determine administrative access, and user types determine what users can view or create.
Roles
Roles determine whether a user can manage licenses and users.
- Administrator: Administrators can access the User management admin screen in Emburse Analytics. At least one user must be assigned as an Emburse Analytics Administrator. See Assign Administrator Role Permissions for details.
- Non-Administrator: Standard users of Emburse Analytics with no additional administrative privileges.
A user who is an administrator in another Emburse product is not always the same person who is assigned the Administrator role in Emburse Analytics.
User Types
User types determine whether a user can view content only or also create and manage content.
- Viewer: Default user type for Emburse Analytics users. Viewers can view existing reports and dashboards.
- Creator: Creators can build custom reports using company data and organize reports into folders for Viewers to access.
Assign Administrator Role Permissions
Administrator access is assigned differently depending on the source product connected to Emburse Analytics.
Emburse Professional
In Emburse Professional, users with the Administrator role are Emburse Analytics Administrators by default.
Emburse Enterprise
In Emburse Enterprise, an administrator must grant Emburse Analytics Administrator permissions in Security settings.
In Emburse Enterprise, go to Security > Access Permissions.
Select an existing policy or create a new policy.
Select Edit, then scroll to the Admin section.
Under Analytics, select Emburse Analytics Administration, then select Save.
For more information, see Access permissions administration in the Emburse Enterprise help center.
Emburse Spend
In Emburse Spend, users with the Administrator role are Emburse Analytics Administrators by default.
Assign Creator and Viewer Permissions
Creator and Viewer access is assigned differently depending on the source product connected to Emburse Analytics.
Emburse Professional
Users with access to Emburse Analytics are Viewers by default. Creator access can be assigned to eligible roles through the User management admin screen.
Emburse Enterprise
Emburse Enterprise users must be granted Creator or Viewer permissions through the People admin screen or the Person data feed to access Emburse Analytics.
In the Analytics section of the person record, select a value from the User Type drop-down.
- For Viewer access, select Basic User.
- For Creator access, select Advanced User.
For more information about the Person data feed, see Data feed specifications in the Emburse Enterprise help center.
After the permission is granted in the person record, the user can log in to Emburse Analytics.
Emburse Spend
Users with access to Emburse Analytics are Viewers by default. Creator access can be assigned to eligible roles through the User management admin screen.