Buyer Admin: Insights - How do I give access to users?

AD team Updated by AD team

Enabling the Buyer Insights module for users

This guide demonstrates how to configure and enable our reporting module, Insights, for users within your organisation.

To allow users to see data in the Insights module, buyer administrators will need to assign roles to users (e.g. company level access or individual). These are defined by our pre-configured roles or a set of permissions created by the administrator .

From the Purchasing homepage, go to the Admin button on the top navigation bar. From the dropdown select Marketplace Admin:

From within the admin module, you can either utilise one of our pre-configured roles, or create your own:

Using a preconfigured role

There are two preconfigured roles available to your organisation:

  • User Level Access: provides access to all data elements for that user only
  • Company Level Access: provides access to all data elements for the entire organisation

If you would like to use one of these options, please scroll to the header Assigning roles to users

How to create a new role

If you would like to create a bespoke role, please follow the instructions below:

  1. Type a name for your Role into the Add new role box in the Roles column and click Add:
  2. To assign permissions, click the role you created, then go to the Permissions column to choose the relevant options you would like to assign to that role. There are two types of permissions that can be given:
    1. Data Access: This defines the level of data the user would have access to within the organisation.
      1. User: Access to their own associated data (e.g. their orders)
      2. Business Unit: Access to data within their business unit
      3. Business Unit and Below: Access to data within their business unit and below
      4. Company: Access to all company data for their organisation
    2. Element: This defines the type of data / reports that the user will be able to see e.g. Orders, Invoices, Top Products, Top Categories etc.
  3. Click Save once you have completed adding the permissions:

Assigning roles to users

  1. Click on the role you would like to assign to the user(s).
  2. Type the user's name or Login ID into the filter box of the Users column. You can select multiple users at a time if required:
  3. Click Save at the bottom of the page
You can also assign the role to an entire Business Unit (if applicable to your organisation), or for the entire company. You can search for these in the edit users filter.
Users can have multiple permissions assigned to their role. This can be done by assigning a user to multiple roles. For example adding both the pre-configured roles to a user would mean they have access to both company level data and also data associated to themselves. They would then switch between views within the Insights module:

If you need any assistance assigning users, please contact our Customer Support team via the OneAdvanced Customer Portal.

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