In the channel portal, the upstream CRM administrator can set different application homepages for the downstream personnel with different roles, and realize the visibility control of the charts by the personnel with different roles by adding different charts on the homepage.
1. Configuration process
1.1 Home page configuration on web page
- Filter: Whether to filter according to the preset chart or custom chart settings;
- Note: Personnel screening is the external person in charge of the screening chart;
- Chart: The optional chart range of the chart component in each interconnected application is the statistical chart created based on the theme of the downstream visible object set in the interconnected application and the analysis main business module is the report of the downstream visible object;
1.2 Mobile home page configuration
The homepage configuration of the mobile terminal is the same as that of the webpage terminal, so I won’t go into details here.
2. Downstream view
When viewing reports, downstream personnel can view chart details, filter, drill down, view details, and export charts; functions such as creating, editing, deleting, subscribing, forwarding, and sharing are not supported;
3. Permissions
For permissions, please refer to BI permissions for interconnected scenarios.