The Intelligence360 Platform allows you to configure which users get access to which features. This can allow you to provide reporting for admins and managers while focusing the rep experience on actions, a common choice.
Managing Feature Access for Groups
Verifying Feature Access Settings
Managing Features Access for Groups
Click Settings in the left nav menu, then click Groups under the User Management tab in the settings menu.
Click on a Group to open the Group profile window. Here, I clocked on the CRM User Group to display the group profile.
Click Feature Access. Under "Select the features that will be viewable to users in this group", you can grant specific features to that group by selecting those you want to include. All features granted are additive. This means that any features a user is granted through any group are given to them. All Intelligence360 Platform users are granted the action feed and search by default.
Under "Select the product features that will be enabled for users in this group", you can grant specific product features to the group's members so they can export data, create/manage dashboards, and share dashboards.
Note: Having product feature access to create/manage dashboards is different than having edit access to a dashboard. Being part of a group with product access to dashboards allows users to create and manage their own boards, if a user has access to view a dashboard, but is not an editor, they cannot make changes to that board.
To verify that the job has finished processing, you can go to Settings > Data > Jobs, the changes will take effect once the job is finished.
Verifying Feature Access Settings
Go to the Settings > Users
Click on a user to verify their currently granted features:
Note: Since features are additive per group, you may need to modify several groups to remove a specific feature, please contact support for assistance if you have trouble with this step.
Feature Menu & Definitions
See individual feature definitions or click on the links below to discover what each of the available features includes to better determine what each group should have access to. Keep in mind that you will only have access to features that are included in your Intelligence360 license.
Actions Feed: Access to the Actions Feed tab in the main nav; a personalized feed of Actions, including auto-reminders and missing information alerts, all prioritized by what will make the biggest impact
Search: Access to the search tab to search for individual records
Dashboards: Access to the Dashboards tab in the man nav; custom dashboards that illustrate various datasets and visualizations in one place, a collection of reports.
Reports: Access to the Reports tab in the main nav which offers the report viewer, including the list of reports active in your instance as well as the library of out of the box report templates
Forecasting: Access to the Forecasting tab in the main nav; use our Forecast Submission to determine predictability in producing flexible monthly and quarterly forecasts based on customized types and business segments.
People Activity: Access to the People tab in the main nav; collects data based on the activities that have been completed in a chosen time period by individuals on your team.
Account Activity: Access to the Accounts tab in the main nav; provides consolidated information on your accounts from your CRM, email, calendars, help desk, website, and other apps your company uses each day.
Lead Activity: Access to the Leads tab in the main nav; provides an in-depth visualization of Lead-oriented activity available in both a current week and month view. Percentage per activity, bar charts reflecting itemized activity volume, total activities, and total activity change percentage are calculated and presented by Lead totals or your own custom reports.
Contact Activity: Access to the Contacts tab in the main nav; provides an in-depth visualization of Contact-oriented activity available in both a current week and month view. Percentage per activity, bar charts reflecting itemized activity volume, total activities, and total activity change percentage are calculated and presented by Contact totals or your own custom reports.
Job Order Pipeline: (For Staffing Customers) Review status of your pipeline, monitor open jobs, determine if there are job orders that have been open for long periods, etc.
Conversations: Access to Conversations in the main nav; Conversation Intelligence (if licensed)
Opportunities: Access to the Opportunities tab in the main nav; establishes the option to access Current Pipeline/Opp Activity/Movement/Progression
Opportunity - Current Pipeline: Combines data from your CRM platform with activity from email, calendar, LinkedIn, and various other sales tools, allowing you to easily inspect opportunities and instantly update opportunities within a single interface.
Opportunity - Activity: View monthly, weekly and daily activity metrics across your pipeline.
Opportunity - Movement: Inspect the movement of your opportunities through your process stages.
Opportunity Conversion Rates: Inspect the progression of your opportunities by stage.
Export Data: The ability to export your Intelligence360 data outside of the Platform into other familiar formats, like Excel or any CSV reading software.
Board Creation: The ability to create net new dashboards. (Users with Dashboard access will still have access to existing, accessible dashboards.)
Board Sharing: The ability to download hi-res images of or directly email dashboard report images.
What are the default groups and what content can I see?
If you run into any issues, please contact support.
Please sign in to leave a comment.