What role is needed to click into a PA report?
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‎04-01-2024 07:04 AM
We have a new dashboard created and our users are able to see the PA widgets but when they click into it to see the underlying data, they get the security restricted page. We have them pa_viewer and power_user role and they still can't see anything when they click into a widget.
Is there another role that they need?
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‎04-01-2024 08:00 AM
Hi @e_wilber
The ACL is on the table on which this report has been build, user dont have required role to access that table and getting the ACL error.
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‎04-01-2024 12:45 PM
Hi @e_wilber ,
Two possibilities.
- As @Dr Atul G- LNG already have mentioned - do the users have access to the underlying table and columns?
- Have you verified from Indicator level, that there has been set a restricted access?
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Anders
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‎04-01-2024 12:56 PM
Hi @e_wilber ,
It looks like the user doesn't have access to data shown in the report rather than PA access , so check on which table the report is created and check acl for that table and if any role is mentioned give that to user and try .
Still if it doesn't Below are some of the roles related to PA please go through it,
No role |
| Requester who does not need any access to Performance Analytics beyond certain visualizations of results |
Any role (not necessarily a Performance Analytics role) |
| |
pa_viewer Contained by: All roles except pa_contributor | Before Quebec, this role was necessary for the following actions. It may still be necessary on upgraded instances.
| Requester who needs and understands the details of key performance indicators |
sn_pa_diagnostics.pa_diagnostic Contained by: pa_admin |
| No specific persona, but this role would typically be assigned to individual business analysts or groups of fulfillers. |
pa_contributor Contained by: pa_power_user, pa_admin | For indicators for which the user is designated as a Contributor:
| No specific persona, but this role would typically be assigned to individual fulfillers or groups, who are allowed to set indicator scores manually |
pa_kpi_signal_admin Contained by: admin | Enables the user to dismiss a signal or reset the baseline for KPI Signals. | Process owner who also has some training in Performance Analytics. Also needs the pa_viewer role. |
pa_target_admin Contained by: pa_power_user, pa_admin |
| Manager who knows what targets to set but may not have any further input to Performance Analytics |
pa_threshold_admin Contained by: pa_power_user, pa_admin |
| Manager who knows what thresholds to set but may not have any further input to Performance Analytics |
pa_analyst Contained by: pa_power_user, pa_admin |
| No specific persona, but this role would be assigned to individual fulfillers or groups whose expertise includes keywords, phrases, and stop words for word clouds. |
pa_power_user Contained by: pa_admin The pa_power_user role contains the pa_viewer, pa_contributor, pa_target_admin, pa_analyst, and pa_threshold_admin roles. |
| Business analyst. Understands the business use cases for Performance Analytics and the requirements for indicators and breakdowns. |
pa_data_collector Contained by: pa_admin |
| Technical expert who understands the underlying database record structure of Performance Analytics |
pa_admin The pa_admin role contains the pa_power_user, sn_pa_diagnostics.pa_diagnostic, and pa_data_collector roles. |
| Performance Analytics technical expert who also understands business needs. |
admin | The system administrator role. Users with the admin role can perform all pa_admin functions, edit properties, create database views, CRUD any dashboard, and assign ownership to dashboards. | System administrator |
Spotlight roles
pa_spotlight Contains: pa_viewer, pa_spotlight_copy_breakdown | CRUD Spotlight groups and criteria. | Expert who understands the business logic of what records require reminders. |
pa_spotlight_viewer | Access to the dashboards from the Analytics and Reporting Spotlight Solutions. | Fulfiller who needs more than simple Priority setting to remind them of records that require action. |
pa_spotlight_copy_breakdown | Can copy Spotlight groups to multiple elements of a breakdown. | Spotlight expert or business analyst who understands the applicability of a Spotlight group by breakdown element. |
pa_spotlight_copy_domain | Can copy Spotlight groups to multiple domains | Domain administrator with Performance Analytics expertise |
Servicenow Docs:
Please mark this comment as Correct Answer/Helpful if it helped you.
Regards,
Swathi Sarang