Workforce Insights | Permission sets
Workforce Insights uses permission sets supplied by Salesforce for CRM Analytics and by Sage People for grant users different levels of access to the dashboards and the analytics tools for creating and administering them.
| Permission set | Description | Supplied by | User group |
|---|---|---|---|
| Analytics View Only User |
Assigns the Analytics View Only Embedded App license to the user. Enables the user to view licensed view-only CRM Analytics apps and dashboards and interact them as a viewer, such as applying filters, saving the view with filters applied, and downloading the dashboard as an image. |
Salesforce |
Dashboard viewers |
| CRM Analytics Platform Admin |
Assigns the Analytics Platform license to the user. Enables the user to create and customize CRM Analytics apps, dashboards, datasets and data flows. |
Salesforce |
Administrators setting up and maintaining Workforce Insights in an org Data analysts |
| CRM Analytics Platform User |
Assigns the Analytics Platform license to the user. Enables the user to view and interact with CRM Analytics apps and dashboards, and create and edit lenses. |
Salesforce |
Dashboard viewers who need viewer access to CRM Analytics apps beyond the access granted by Analytics View Only User. Not used in the Workforce Insights beta release. |
| CRM Analytics Plus Admin |
Assigns the CRM Analytics Plus license to the user. Enables the user to create and customize all features in CRM Analytics, including Einstein Discovery. |
Salesforce |
Data analysts Not used in the Workforce Insights beta release. |
| CRM Analytics Plus User |
Assigns the CRM Analytics Plus license to the user. Enables the user to view and interact with CRM Analytics apps and dashboards, and create and edit lenses, including using the Einstein Discovery features. |
Salesforce |
Dashboard viewers who need access to Einstein Discovery features as a viewer. Not used in the Workforce Insights beta release. |
| Sage PeopleHR Administrator - Workforce Insights | Grants access access to the Workforce Insights Policy tab and the settings within it. For more information, see Sage People HR Administrator HCM. | Sage People | Administrators. |
| Sage People Workforce Insights C-Suite Viewer |
Grants access to pages hosting C Suite dashboards. For more information, see Sage People Workforce Insights C-Suite Viewer. |
Sage People | Viewers of the C Suite dashboards. |
| Sage People Workforce Insights Data Sync |
Manages the data synchronization between the org and CRM Analytics. For more information, see Sage People Workforce Insights Data Sync. |
Sage People | Automatically assigned to Integration User |
| Sage People Workforce Insights Manager Viewer |
Grants access to pages hosting team lead dashboards. For more information, see Sage People Workforce Insights Manager Viewer. |
Sage People | Managers with direct reports |