Access to KPI Composer
Summarize
Summary of Access to KPI Composer
Access levels to KPI Composer dictate a user's ability to create, edit, or view KPI Composer projects. This access is influenced by user roles, responsibilities, and sharing permissions, ensuring that appropriate oversight and control are maintained over business process performance analytics.
Show less
Key Features
- User Roles: There are two main roles—KPI Composer Admin and KPI Composer User. The Admin role offers full access, while the User role is limited to personal projects created by the user.
- Responsibility for Projects: Users designated as responsible can view, edit, and share projects, similar to the access granted to users with the KPI Composer User role.
- Shared Projects: Users can share projects with either edit access, allowing modifications, or view access, which restricts changes but allows for reading project details.
Key Outcomes
Understanding access levels enables ServiceNow customers to effectively manage who can create and modify KPI Composer projects. This clarity enhances collaboration, ensures proper oversight, and safeguards project integrity within Performance Analytics, leading to more optimized business processes.
The level of access to KPI Composer determines whether a user can create, edit, or only view a KPI Composer project. It also determines which projects a user can access and whether they can access the underlying records or only the UI.
- User role
- Responsibility
- Access granted during sharing
Role-based access
| Role | Contains | Description |
|---|---|---|
| sn_kpi_composer.admin or admin | pa_viewer |
|
| sn_kpi_composer.user | None |
A user with this role may have access to more projects based on responsibility or on projects being shared with them. |
The appropriate Performance Analytics roles are also necessary to implement KPI Composer designs in Performance Analytics.
Responsibility for projects
- Can view and edit the projects.
- Can share or assign responsibility for the projects.
- Can access only the design tabs, artifact properties, indicator definitions, and breakdown definitions of those projects.
- Cannot add Performance Analytics indicators or breakdowns to the respective definitions.
This level of access is equivalent to what the sn_kpi_composer.user role grants. It is also equivalent to having a project shared with edit rights. Responsibility differs first in being independent of any role. The second difference is procedural, not technical: Responsible users are understood to be in charge of oversight and implementation of the project. Even the creator of a project is therefore not automatically responsible for it.
Responsible users are named in the project properties. Any user with edit rights can name responsible users. For more information about naming responsible users, see Define properties for a project.
Shared projects
Any user with edit rights can share a project. When you share a project, you grant one of two levels of access:
- Edit access
- This level of access is technically the same as the access of a responsible user, or a user with the sn_kpi_composer.user role. The first difference is that no role is required. The second difference is that there is no implication of responsibility to oversee or implement the project.
- View access
- A user with view access can read the design tabs, artifact properties, indicator definitions, and breakdown definitions of the shared project. They can use all viewing utilities, like search and filter. However, they cannot change anything in the project. The only thing they can add is a journal entry.
For more information, see Share a KPI Composer project.