RCM Analytics Embedded Users
Purpose
Accessing the User Management Page
- System Setup > Analytics Users
-
Reports > RCM Analytics > Users
Adding a User
To add a new embedded analytics user, open the RCM Analytics user page and click the “Add User” button. This will display a popup with the options for the new user.
Select the RCM user to give embedded access to along with the location/s and reports.
If a location is selected, then embedded views will only display data for the selected location/s.
You can restrict the user to certain views by manually selecting them, the user will only see these selected views and any other views will be hidden from them.
Enabling/Disabling a User
You can enable/disable a user by toggling the “Enabled” switch in the list of users.
If a user is disabled, they will immediately lose access to embedded reports and you won’t be billed for the disabled user.
Updating a User
To update a user, click on the “Update” button. This will let you update what locations and views the user has access to.
Deleting a User
If a user no longer requires access to embedded views you can click on the “Delete” button to remove the user and prevent them from accessing embedded views. Once a user is deleted you will no longer be billed for that user.
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