Fourth Analytics: Analytics Admin App US

Video Overview

Overview

The Analytics Admin app provides a simple tool to help customers manage their users for the Fourth Analytics platform. It can be used to create, remove and set data and dashboard permissions for Analytics users.

Analytics Admin users are able to:

• Create and remove Single Sign-On (SSO/Global Profile) and non-SSO users (Gooddata credentials)
• Manage users access to Dashboards and User Groups
• Manage users' mandatory user filters such as Location or District

Only Fourth can assign users to the Admin App.

This article provides instructions on how to use the app - from the end user's point of view.

Using the Analytics Admin app

This app is fully optimised for desktop use. It has limited use on mobile platforms but can be used to quickly create and delete users. Please note that filters are not available when using a mobile device.

• Log in to the Fourth app/Fourth Engage (sometimes this is named/branded to a specific organisation)
• Select Analytics Admin from the left-side menu, or from the All Applications area  

Fig.1 - Selecting Analytics Admin from the All Applications area

This accesses the GoodData Admin Gateway, where Admin users can create or edit user records.

Fig.2 - The GoodData Admin Gateway

Creating New Users

Two options are available to create users depending on the customer configuration:

1. SSO / Global Profile Access - Link a Fourth Account with GoodData (enable SSO) (recommended)
   SSO/ Global Profile users only have access to Analytics through All Applications on the Fourth Platform. If they are terminated from the core solution, they no longer have access
2. Standalone - Create a new GoodData user
   Standalone users have access to Analytics via the URL and their login credentials. These users are able to maintain their login details themselves. If they are terminated from the core solution, they still have access via the URL unless the user record is deleted

Fig.3 - Two options for creating new users

Single Sign-On (SSO)/ Global Profile User Creation

The recommended option when creating a new user is SSO.

• From the GoodData Admin Gateway, select Link a Fourth Account with GoodData (enable SSO)

Fig.4 - Link a Fourth Account with GoodData (enable SSO)

'Step 1 of 3 - Select a Fourth account'

A list of existing Fourth user accounts will be displayed.

• Search for a Fourth user account record to link Fourth Analytics access to
• Use the Select button against that user account

Fig.5 - Searching for and selecting a user

'Step 2 of 3 - Confirm your details'

• Update the Email field so that it contains a work email address

This is so that any scheduled emails are not sent to the employee's personal email address linked to their Fourth account, which could be a risk to the business

• Complete the First name, Last name and then select Link Fourth account. Note, Role will default as Viewer

Fig.6 - Entering the user's details

'Step 3 of 3 - Configure Good Data projects'

The account is then linked, and filters can be applied if required 

Standalone User Creation

• From the GoodData Admin Gateway, select Create a new GoodData user

Fig.7 - Create a new GoodData user

• Complete the following fields:
  • Login-email: This email address will receive private and global scheduled emails. This should be the user's work email address as sensitive customer data should be retained within the business
  • First Name and Last Name: Employee's first and last name
  • Password: Enter a generic password to share with the user - see Fourth Analytics - Changing Password on First Login for more information
  • Default project role: select Viewer
  • Select Create

Fig.8 - Entering details for a standalone user

Deleting Users

In the Admin Gateway, a list of users is displayed.

• Under the 'Manage' column, it is possible to Edit or Delete records
• To remove a user, select Delete against their record

A pop-up will appear, advising that the operation permanently removes the user from Analytics and all assigned Analytics portals.

• To confirm the deletion, select Yes, Delete this User

Please note: This is the preferred method for deleting users.

Fig.9 - Delete user pop-up

Some customers may have users that have access to multiple Fourth Analytics portals.

• To remove a user from a single project, select Edit against their record
• The other Delete option here only deletes the user from that particular project and not from any others they may have access to
• To complete this, in the pop-up that appears, select Yes, Delete project from user 

Fig.10 - 'Delete project from user' pop-up

Assigning Access

Mandatory User Filters control what a user can see within Fourth Analytics. When creating an SSO or standalone user, the filters are not updated automatically from the core solution - location assignment is not replicated in the user for Fourth Analytics.

• To amend the Mandatory User Filters, from the Admin Gateway, select Edit against a user
  

Types of User Filters are:

• • Filters
  • Dashboards
  • Groups

Filters

Filters allow administrators to restrict access.

• When assigning filters, select each relevant area from the drop-down, e.g. Org Level 2, Name (Units) 

Four different scenarios are shown below that use different combinations of Filter configuration.

Scenarios 1 & 2 are the same in that the user can only see the locations allocated on the right-hand side. This will ensure any new locations/filters are never seen by the user if the Inclusive box is selected - this is selected by default).

Scenario 1 - access to one location only                                                                                                                      Scenario 2 - access to multiple locations

Scenarios 3 & 4 are the same in that the user can only see the locations allocated on the left-hand side if the "inclusive box" is left un-selected.

This will ensure any new locations/filters are seen by the user.

Scenario 3 - access to one location only                                                                                                                      Scenario 4 - access to multiple locations

Groups

Using Groups is the recommended option when assigning dashboard access.

Groups are used to group together multiple dashboards for easier assignment. Additional dashboards can be assigned using the dashboard configuration as mentioned above.

Standard Groupings are:

• Sales & Labor
• Time and Attendance
• Logbook
• ATS (Peoplematter)
• P2P
• POS (customers with transactional POS Analytics)
• ATS (customers using Fourth ATS)
• All Dashboards
• Customer Admin - Displays location hierarchy and financial calendar
• Fourth Admin - FOURTH ADMINISTRATORS ONLY

If additional groups are required, please submit a request via the Customer Community. See Fourth Processes - Raising and Managing Support Tickets for guidance.

Users should be restricted to viewing only the dashboards and data they need.

Fig.11 - Filters, Dashboards, Groups

Dashboards

All of the dashboards available to the customer's project are visible and can be assigned here.

Fig.12 - Configuring dashboards for a user's view