Permissions required for Benchmarking

Updated

1 year ago

Learn how to view the permissions required to use Benchmarking and how to assign these to different users and user groups using roles

Access to different Benchmarking entities like standard & custom dashboards, brands, brand groups, etc. is based on user-level permissions. Users with appropriate permissions can access and/or modify these entities. This article will help you understand how to view and assign the required Roles and Permissions for Benchmarking.

These permissions can be assigned to specific users and/or user groups using Workspace or Global Roles by –

Creating a new Global/Workspace Role and assigning it to users and/or user groups
Adding Benchmarking permissions to an existing Global/Workspace Role

How to check if I have Benchmarking permission?

Click the profile icon in the top right corner, and click on your name to open details.
Select the Permissions section to view the assigned permissions to the user.
Select Benchmarking in the left panel to view the Benchmarking permissions.

To assign roles and permissions for Benchmarking

Click the New Tab icon. Under Platform Modules Console, click All Settings within Settings.
On the Platform Settings window, search for Workspace roles and click it.
On the Workspace Roles window, you can add the Benchmarking permissions to an existing role or you can create a new role to add the Benchmarking permissions.
- Hover over the Options icon next to the desired Workspace role and click Edit.
- Click Create Role in the top right corner to create a new Workspace role.
On the Update Role/Create New Role window, select the relevant Benchmarking permissions under the Select Permissions section.
Note: In case you are adding a new role, before selecting the permissions, you need to enter the basic information like role name and description.
Also, you need to add the user(s) and/or user group(s) with whom you want to share the Benchmarking permissions.
Click Create to save the workspace role.

Options available for the workspace roles

Open Details: Clicking this option next to a workspace role will open the 3rd pane where you can see the details of the role.
Edit: Clicking this option will open the Update Role window where you can make changes to the rule and update it.
View Permissions: Clicking this option will open the permissions tab on the 3rd pane where you can see the granted permissions.
Activity: Clicking this option will open the Activity tab on the 3rd pane where you can monitor the edit histories of the workspace role.
Delete: Clicking this option will remove the role from workspace roles.

List of Benchmarking permissions

Benchmarking

Permission	Description
View	Allows the user to access and view the Benchmarking dashboards.
Create	Allows users to create new Benchmarking dashboards.
Edit	Allow users to edit the Benchmarking dashboards.
Delete	Allow users to delete the Benchmarking dashboards.
Export	Allow users to export the Benchmarking dashboards.
Share	Allows users to share Benchmarking dashboards. Selecting Global (Global-level field, Customer, or Visible in all workspaces) will allow visibility for users across all workspaces within your customer. Selecting Workspace(s) will allow visibility for all users within the specified workspace(s). Selecting User(s) will allow visibility for only the specified user(s) and/or user group(s) if applicable.
Clone	Allows users to clone a Benchmarking dashboard.
Lock	Allows users to lock a Benchmarking dashboard.
Create Widget	Allow users to create new widgets in a Benchmarking dashboard.
Delete Widget	Allow users to delete widgets in a Benchmarking dashboard.
Edit Widget	Allow users to edit existing widgets in a Benchmarking dashboard.
Export Widget	Allow users to export widgets in a Benchmarking dashboard.
Clone Widget	Allow users to clone widgets in a Benchmarking dashboard.
Lock Widget	Allow users to lock and unlock widgets in aBenchmarking dashboard.
Lock SLA Preset	Allow users to lock and unlock SLA presets to prevent any changes from being made.
Change Widget Chart	Allow users to change the widget chart.
Customer Service Dashboard	Allow users to access the customer service dashboards.
Benchmarking Dashboard	Allows users to access the Benchmarking dashboards.
Content Performance Dashboard	Allows users to access the Content Performance dashboards.
Industry Rank Dashboard	Allows users to access the Industry Rank dashboards.
Paid Post Dashboard	Allows users to access the Industry Rank dashboards.
Social Engagement Dashboard	Allows users to access the Social Engagement dashboards.

Settings

Permission	Description
Custom Metrics	Allows users to configure custom metrics.
Scheduled Reports	Allows users to schedule Benchmarking Reports.
Annotations	Allow users to access and manage Benchmarking annotations.
Target Metrics	Allows users to create target metrics in Benchmarking.
Explore View	Allows users to access Benchmarking Explore.
Explore Create	Allows users to create new explore lenses.
Explore Edit	Allows users to edit Benchmarking explore lenses.
Explore Delete	Allows users to delete Benchmarking explore lenses.
Create Theme	Allows users to create Themes in Benchmarking.
View Theme	Allows users to view Themes created in Benchmarking.
Delete Theme	Allows users to delete Themes in Benchmarking.
Edit Theme	Allows users to edit Themes in Benchmarking.

Brands

Permission	Description
View	Allows users to access and view the Benchmarking brands.
Create	Allows users to access and create Benchmarking brands.
Edit	Allows users to edit the existing Benchmarking brands.
Delete	Allows users to delete the existing Benchmarking brands.
Approve Import Request	Allows users to approve import requests of Benchmarking brands.

Brand Group

Permission	Description
Manage	Allows users to access, view, create, and delete.