This thread is for our upcoming Tuesday Admin Office Hours session on Tuesday, December 15, 2020 at 1pm PT / 2pm MT / 3pm CT / 4pm ET.
Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions).
There is no need to register for these sessions - you can join at any time. Once the session is underway, I will go in order of questions posted below first, then field questions from anybody else who has joined as well. Look forward to talking with you!
Conference Details (Zoom):
Tuesday, December 15, 2020 at 1pm PT / 2pm MT / 3pm CT / 4pm ET
Hey Scott, I could use some help on scorecard reporting. I’d like to show a percentage breakout of R/Y/G accounts by CSM for each measure, in one report. It’s fine if it’s just a table. From there, we’d like to see progress over time (i.e. 25% of CSM A’s accounts were red last week and this week 15% of their accounts are red.) Thanks!
Recently taken over for the old GS Admin who has left the company. I’m trying to figure out one of the reports and not sure what an “Advocacy point” is.
This may be an easy one, but I want to change the email on the Success Plan email we send out. Where would I do that?
Reminder on swapping Scorecards and rules around them. I created a new scorecard, and the Rules are only updating a few records. A quick crash “course” on the art of swapping.
I would love some help on recreating these reports that can be found in Program Analytics. End users want this type of reporting and there is no way to grant them access to just view Program Analytics
Hello @andorfuhrer - some follow-up news for you after doing some testing in my Dev org.
Although the UI allows a user with “Analyze Only” access to JO click on Program Status, select Pause or Stop, and then confirm it, the permission actually blocks the user from doing so.
After setting up a Standard user in my test org, assigning a bundle with ONLY analyze, I get the below popup when I try to Pause or Stop a program:
Same thing occurs in Email Templates and on the Survey 2.0 tab - I can look at everything, and I can even click through to the end in some places for “editing” (like changing Program status above) before I get the “Insufficient Permissions” popup.
Email Templates, Surveys, etc. are much better in terms of making it obvious I can’t edit or change anything.
SO - in your case, if your user could actually Pause a program (and I would test by cloning a program, querying for a single test contact, and seeing if the user can then Pause it), my guess is that this access is enabled in a different permission bundle that the user is on.
In other words, you set up the “Analyze Only” permission bundle just right, so if you’re seeing that a user has too much access, it’s coming from another bundle assigned to that user.
Hope that helps - I’ll post to the ticket you opened as well.
The good news, though, is that yes, you can give the “Analyze Only” access, and the permissions are working as they should - again, confirm in your org, but that’s what I’m seeing.
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