Administrators use user profiles and user profile groups in combination with roles to give users access to Stratum.Viewer.
User profiles control which features and functions users can access in the application. The levels of access are casual, advanced, view administrator, or security administrator.
Casual Users - have access to basic view features such as running views, editing existing sorts and filters, and saving views in that edited state as shared views or their own personal views.
Advanced Users - have access to all non-administrator functionality -- they can build user lists, create user links, create actions and conditional formats, make edits to existing views and save them as shared views or their own personal views, access view explorer, and insert new measure items and charts into views.
View Administrators - have access to all non-administrator functionality plus partial administrator access. That access includes setting up new views from scratch, setting up view groups, adding user profile groups using roles and user profiles already set up by a security administrator, and changing owners of various items in Stratum.Viewer (views, actions, user lists, conditional formats).
Security Administrators - have access to all functionality including setting up roles and user profiles.
User profile groups provide administrators with a means of organizing users with common application needs. For example, a group of sales representatives may need access to the same sales and budget data and related views. Administrators can set up a user profile group, attach a role and view groups to it, and then assign the sales representatives to that group. All users in the group will see the same data and the same view groups in the left panel.
User profiles and user profile groups are flexible. You can assign the entire group the same role or assign each user's user profile a unique role. The second option still gives users access to the same view groups, but the data that each user sees in views will be unique to their role permissions.
