Managing User Roles in Business Reports and Metrics

Learn about the different roles and permissions available for Business Reports and Metrics in Docyt. Business Reports and Metrics provide valuable insights for data analysis and decision-making. Docyt offers distinct roles with varying access levels to ensure proper management and utilization of these features. Understanding these roles is essential for effective reporting and metric tracking.

Business Reports Roles:

Permission Level	Description
None	Users at this level cannot view or manage data for business reports. Actions: Cannot access or view any information related to Business Reports.
Viewer	Users at this level can view business reports without uploading or editing them. Actions: Can access and view reports without the ability to make changes.
Admin	Users at this level have complete control over business reports data. Actions: Can view, upload, edit, and verify reports, with complete access to all Business Reports features and functionality in Docyt.

Metrics Roles:

Permission Level

Description

None

Users with this role cannot view or manage Metrics data.

Actions: Cannot access or view any information related to Metrics.

Admin

Users with this role have complete control over Metrics data.

Actions: Can view, edit, and manage Metrics, with full access to all Metrics features and functionality in Docyt.

Understanding these roles empowers users to effectively utilize Business Reports and Metrics for data analysis and performance tracking. It ensures appropriate access and control over these features, enabling better organizational decision-making.

Click here to view a step-by-step guide for how to add users in Docyt and configure permissions.

Please note, this report is exclusive to select Docyt Plans. If you encounter access issues, please contactsupport@docyt.com for assistance.