BI Permissions for Connected Scenarios

BI analysis can also be performed in the Internet scenario, see [Data Analysis in the Internet Scenario] (http://help.fxiaoke.com/2615/5df2/c3b1) for details.

Currently, the BI authority in the interconnection scenario supports the authority to assign charts upstream to downstream users to view charts.

• Upstream: CRM administrators can add charts when setting up homepage/portal for downstream.
  • Admins can choose to add downstream graphs:
    • The core object of chart analysis is the visible object of "Internet Application". Different interconnected applications have different visible objects, so the selectable chart range will also be different;
    • Special objects that are not currently supported: personnel, departments, business processes, approval processes, process stages, and behavior score details.
• Downstream: People in different roles view different homepages and thus view different charts.
  • Operations that downstream personnel can perform when viewing the chart:
    • View chart details, filter, drill down, view details, chart export;
    • Object permissions:
      • The downstream object authority of the role to which the downstream personnel belong. (logic same as upstream)
    • data permission:
      • When downstream personnel view the chart, the system will automatically convert to the downstream identity;
      • The business data authority of the downstream personnel in the downstream. (The logic is the same as upstream).