Mastering User Permissions in MetricsNavigator: Roles and Access Control

MetricsNavigator offers robust user permission management, allowing you to control precisely what each team member can view and do within the platform. This granular control is crucial for data security, operational efficiency, and ensuring that sensitive information is only accessible to authorized individuals. The system leverages roles, which are collections of predefined permissions, to simplify management.

How Do I Manage User Permissions? (Defining Roles)

Managing permissions involves defining what each role can access. This is where you configure the specific capabilities associated with an "Admin," "Editor," or "Viewer" role, or any custom roles you might create.

Step-by-Step Guide to Defining Role Permissions:

1. Access Settings: Log in to your MetricsNavigator account, and from the left-hand sidebar, click on the "Settings" menu. This is your central hub for account and user management.
2. Navigate to Roles Management: Within the "Settings" section, find and click on the "Roles Management" tab. This tab is dedicated to defining and modifying the capabilities of different user roles.
3. Select the Role to Edit: You will see a list of available roles (e.g., Admin, Editor, Viewer). Click on the specific role you wish to modify. Selecting a role will display its current permissions.
4. Adjust Permissions: For the selected role, you will see a detailed list of features and functionalities within MetricsNavigator. Each feature will have a toggle switch or checkbox next to it. To grant permission for a feature, toggle it "On" or check the box. To restrict access, toggle it "Off" or uncheck the box.
5. Save Changes: After making all desired adjustments to the permissions for that role, ensure you click the "Save" button to apply your changes. These changes will instantly affect all users assigned to this particular role.

[#how-do-i-assign-or-change-a-users-role]How Do I Assign or Change a User's Role?[#how-do-i-assign-or-change-a-users-role]

Once roles are defined with their respective permissions, you can easily assign these roles to individual team members, thereby granting or restricting their access based on their responsibilities.

Step-by-Step Guide to Assigning or Changing a User's Role:

1. Access Settings > Team: Log in to MetricsNavigator, navigate to the left menu, and click on "Settings." Then, within the "Settings" section, go to the "Team" tab. This tab lists all the users currently associated with your MetricsNavigator account.
2. Locate the User: Find the specific user whose role you wish to change within the list of team members.
3. Access Role Dropdown: Next to the user's name, you will see a "Role" dropdown menu. Click on this dropdown.
4. Select the New Role: A list of available roles (e.g., Admin, Editor, Viewer) will appear. Select the new role that you want to assign to this user.
5. Save Changes: After selecting the new role, ensure you click "Save" to apply the change. The user's permissions will immediately update according to the newly assigned role's definitions.

[#how-do-i-assign-or-change-a-users-role]What Permissions Can Be Controlled? (Granular Access)[#how-do-i-assign-or-change-a-users-role]

MetricsNavigator provides extensive control over various aspects of the platform. Here's a detailed breakdown of the key features and data points you can enable or disable for each role:

• Team & Role Management:
  • View Team Member List: Allows viewing of all users on the account.
  • Invite or Remove Team Members: Grants permission to add new users or delete existing ones.
  • Assign or Modify User Roles: Authorizes changing the roles of other team members.
  • Manage Role Definitions and Permissions: Allows creating new roles or editing the permissions associated with existing roles (highly sensitive permission, usually reserved for administrators).
• Executive & Customer Metrics:
  • View Executive Performance Dashboard: Access to high-level summaries of business performance.
  • View Daily Customer Metrics: Ability to see day-to-day customer data and trends.
  • View Monthly Customer Trends: Access to long-term customer behavior and growth patterns.
  • View Customer Lifetime Value (LTV): Permission to view insights into the long-term value of customers.
• Data Reports:
  • View Product Summary Reports: Access to performance data for individual products.
  • View Order Summary Reports: Ability to view detailed information about placed orders.
  • View Customer Summary Reports: Access to aggregated customer data.
  • View Discount Usage Reports: Permission to see how discounts are being utilized.
• Financial Reports:
  • View Income Statement Report: Access to the profit and loss statement of the business.
  • View Balance Sheet Report: Permission to view the company's assets, liabilities, and equity.
• Shopify Integration:
  • Allow Connection to Shopify Store: Grants permission to link a Shopify store to MetricsNavigator.
  • Allow Disconnection from Shopify Store: Allows severing the link to a Shopify store.
  • Allow Syncing of Shopify Data: Authorizes the synchronization of data from Shopify.
• QuickBooks Integration:
  • Allow Connection to QuickBooks Account: Grants permission to link a QuickBooks account.
  • Allow Disconnection from QuickBooks: Allows severing the link to a QuickBooks account.
  • Allow Syncing of QuickBooks Data: Authorizes the synchronization of data from QuickBooks.

By meticulously managing user permissions in MetricsNavigator, you can ensure that your team has the right level of access to data, promoting efficient workflow while maintaining data integrity and security across your organization.

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