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What Do All of These Security Roles Mean in Host Analytics?

What Do All of These Security Roles Mean in Host Analytics?
Security Roles in Host Analytics

In Host Analytics there are several security roles and accesses to associate with a single user. Host Analytics out of the box does a great job carving up every little area of the application so that System Administrators (or Super Admins in the Host world) can get quite sophisticated in how they dole out system accesses.

The roles and accesses do get a little confusing at times so the simplest way to understand them is to list and explain them in plain English. Of course you should also know the benefit each provides:

 

 

 

Security Role What Does It Govern? Benefit to the User
Navigation Role Where users can go in the system by Tab. (Ex: Reports and Budgets but not Maintenance). Only go where you need to!
Approval Role What Budget Data users can input/update, and the Budget Templates in which users can perform those inputs and updates. Work on you own budgets while ignoring everyone else’s.
Budget Entity Hierarchy The Budget Data security framework that gets associated with the Approval Role which get associated with the User. See above.
Sales Approval Role Setup What Territory Data users can input/update, and the Sales Templates in which users can perform those inputs and updates. Work on you own budgets while ignoring everyone else’s.
Sales Entity Hierarchy The Sales Budget Data security framework that gets associated with the Sales Approval Role which get associated with the User. See above.
Dimension Security Which Segment Hierarchy values users get to see in their reports for any given dimension. Only see what they want to see in the report.
Reporting Role Whether the user is a Report Administrator or just a User of reports. Nearly all are “Users”. Run Reports.
Support Role Whether the user is a System Administrator or just a User of system. Nearly all are “Users”. Simple Navigation.
Report Access Which Report the user can run and whether or not the user can update, or save a copy of a given report. Only see those reports they should see.
Scenario Access Whether a user can see the data in a given Scenario (ex: 2016 Plan) Only view/update plans, actuals, and/or forecasts that should be viewed and/or updated.
Analytics Security Whether a user has special access to BI reporting for Workforce Planning, Capital Asset Planning, Sublines, etc. Fancier, more flexible reports with pivot tables, aggregates, and other standard BI bells and whistles.
Consolidations Security Whether users have access to the processes inside the Host Consolidations module. Provides access to capabilities like Standard journals, Dynamic Journals, Reclassifications, Validations, and the Consolidations process to name a few.
Data Integration Security Whether a user has the capability to load data into the system from an external source. Provides access to upload Excel, CSV, or other text files into Host.

 

For more check out what Host Analytics can do for your organization at www.brittenford.com. For support or to have your questions answered by the experts at Brittenford, please contact us using this form.

For even more tutorials on how to best use Host Analytics, please see the following tips, tricks, guides, and tutorials:

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