Overview tabs ✅
Full functionality
Plan creation and editing settings ✅
Can view plan settings
⛔ Cannot edit plan settings
⛔ Cannot create new plans
Overrides ✅
Can view Overrides page
Can open an override
Can create a new override
Can change things in the override form (what-if analysis to simulate the impact of an override)
⛔ Cannot save any changes
Assumptions and Plan goal setting ✅
Can view Assumptions page
Can open an assumption
Can create a new assumption
Can change things in the assumptions form (what-if analysis to simulate the impact of an assumption)
⛔ Cannot save an assumption
⛔ Cannot save a new plan goal
People ✅
Can open roles
Can view role settings
Can view people tabs
Add hires/leavers (what-if analysis on the impact of changing headcount)
⛔ Cannot create a new role
⛔ Cannot edit role settings
⛔ Cannot save any changes made to hires / leavers
Initiatives ✅
Can view initiatives page
Can open an initiative
Can create a new initiative
Can change things in the initiative form (what-if analysis to simulate the impact of an initiative)
⛔ Cannot save an initiative
Metrics library ✅
Can view metrics library
Can open details
Can open details view
⛔ Cannot edit metric name
⛔ Cannot edit description
**Note: Admin user cannot currently edit a metric description. Contact your CS Manager to update a metric description for you.
Dashboard ✅
Can view all dashboard
Can change date selector
Can open details view on a metric
⛔ Cannot add/delete/edit metric tiles
⛔ Cannot edit any configuration of the dashboard
Engine views ✅
Full functionality
Details view ✅
Can view related metrics
⛔ Cannot add/deleted related metrics
Otherwise: Full functionality
Global settings ✅
Can view data sources
Can view signal thresholds
Can invite other viewers
⛔ Cannot edit data sources
⛔ Cannot edit signal thresholds
⛔ Cannot invite other admins
⛔ Cannot delete users they have not added
⛔ Cannot change user roles
Saved views
Full functionality ✅