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Creating Actionable Insights Using CRM Analytics

You're reading from   Creating Actionable Insights Using CRM Analytics Learn how to build insightful and actionable data analytics dashboards

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Product type Paperback
Published in Dec 2021
Publisher Packt
ISBN-13 9781801074391
Length 368 pages
Edition 1st Edition
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Author (1):
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Mark Tossell Mark Tossell
Author Profile Icon Mark Tossell
Mark Tossell
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Table of Contents (19) Chapters Close

Preface 1. Section 1: Getting Started with CRM Analytics
2. Chapter 1: What Is CRM Analytics and Where Can You Use it? FREE CHAPTER 3. Chapter 2: Developing Your First OOTB Analytics App in CRMA 4. Section 2: Building Datasets in CRMA
5. Chapter 3: Connecting Your Data Sources 6. Chapter 4: Building Data Recipes 7. Chapter 5: Advanced ETL Using CRMA Data Prep 8. Chapter 6: CRMA Lenses – Diving into Your Data One Click at a Time 9. Chapter 7: Security in CRM Analytics 10. Section 3: How to Build Awesome Analytics Dashboards in CRMA
11. Chapter 8: Building Your First CRMA Dashboard 12. Chapter 9: Advanced Dashboard Design and Build 13. Chapter 10: To Code or Not to Code? 14. Chapter 11: Best Practices in Dashboard Design Using CRMA 15. Section 4: From Data To Insight To Action
16. Chapter 12: Embedding and Actioning Your Insights 17. Questions and Answers 18. Other Books You May Enjoy

Configuring CRMA app-level security

As you might remember from what we learned in Chapter 2, Developing Your First OOTB Analytics App in CRMA, a CRM Analytics app is similar to a folder, enabling users to organize their data projects and control the access of datasets, lenses, and dashboards, as well as how they're shared. This functionality of CRMA apps makes them a useful security tool to restrict or grant access to assets as required.

By default, all CRMA users begin with Viewer access to Shared App. An administrator may modify this setting to open or restrict access. An out-of-the-box app, My Private App, can be accessed by every user, which is suitable for personal works in progress. The contents of a user's My Private App are not visible to administrators, but lenses and dashboards can be shared with users.

Also, by default, all new apps are set to private. Manager access is with the administrators and app owner; therefore, they can extend VIEWER, EDITOR, or...

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