Users with the System or Global Admin roles automatically have access to Vantaca IQ. This article explains Vantaca IQ security and how you can grant different permissions to your IQ users.
Note: If you have permission issues and/or no longer have access to a dashboard, contact your Vantaca IQ Admin to ensure your permissions are configured correctly.
Security Settings
Everyone requires view access to the Vantaca IQ permission as well as each individual dashboard to see them in Vantaca IQ and use the Performance tools. The Revenue Trends tool also requires specific permissions.
Note: If you enable dashboard permissions without the Vantaca IQ permission, users will not be able to access Vantaca IQ.
Grant Vantaca IQ Access
To give Vantaca IQ access to roles:
-
From within Vantaca, navigate to Settings > Roles.
-
Search for the role to which you want to grant access, click the caret next to it, and go to the Vantaca IQ section.
-
Click Edit next to the Vantaca IQ role security, select View in the Edit Role Security screen, and then click Save changes.
Important: You must have this permission to access Vantaca IQ.
-
Do the same for each permission that you want to add to the role:
-
Association Dashboard: Allows users to access the Association dashboard, view association information (based on their portfolio configuration within Vantaca in Settings > Portfolios), and add Association Performance tools to their dashboards.
-
Business Dashboard: Allows users to access the Business dashboard and add Business Performance tools to their dashboards.
Note: Association and employee hyperlinks are disabled if the user does not have access to the specific employee or association.
-
Employee Dashboard: Allows users to access the Employee dashboard and to add Employee Performance tools to their dashboards. If the user is not an IQ Admin, they will only see their own Employee Listing information unless their Admin configured individual access to other employees. For more information, see the Configure Employee Access section.
-
Vantaca IQ Admin: Gives default access to all dashboards, the Association Bank Balances tool, and the Permissions tab on the Settings page in Vantaca IQ.
-
Revenue Trends: Enable the following permissions on the selected role to view this tool.
-
Ensure that both the Vantaca IQ and Business Dashboard View permissions are enabled.
-
Revenue Manager: Gives access to the Revenue Manager feature so users can see the data within the Revenue Trends tool. Go to the Management section and click Edit next to Revenue Manager. Select at least one security option.
Vantaca IQ Settings Page
You can click the Settings navigation option to access the Settings page within Vantaca IQ.
General Tab
Everyone can see the General tab that displays by default when the Settings page opens.
On this tab, you can:
-
Click Refresh Data to update the data in all tables for every user in your organization
- View the Data Refresh Log to see information about different refresh instances, such as start and completion times, duration, status, and who started the refresh. You can filter the information and save your table settings as needed.
- Export the Data Refresh log information in an Excel spreadsheet.
Permissions Tab
If you are an IQ Admin, you will also see the Permissions tab, which you can click to open the Employee Permission Listing page.
This page lists:
-
Employees: The employees in your organization who use Vantaca.
-
Portfolios: All of the portfolios to which the user can access. For more information about portfolios, see the "Understanding Roles, Portfolios, & Responsibilities" article.
-
Roles: All of the roles granted to them.
Vantaca IQ Admins can click an Employee name to view if they are allowed to view IQ metrics for themselves only, all employees, or selected employees. They can also change these permissions (make sure to click Save Settings when done). For more information about employee access, see the next section.
Configure Employee Access
If you're setting up a new user, you can configure their securities the day after they've been set up in Vantaca, as data is pulled into IQ on a nightly basis (this applies to associations too), or you can refresh the data on the Settings > General tab. If you change a user's association access in their portfolio, the information pulls over during the nightly process. Changes to security settings within IQ take place immediately.
Tip: To easily configure access for an employee that's been assigned many users, set them to Self-Only first and then add the employees they need from there. This saves you from having to manually unassign the unwanted users.
To configure employee access:
-
In Vantaca IQ, navigate to Settings > Permissions.
-
Click an Employee name in the Employee Permission Listing.
-
Select one of the available permission options:
-
Self Only: Employees can only access their own data.
-
All Employees: Employees can access all other employee information.
-
Selected Employees: Manually configure which employees this specific employee can access. This is useful if you have multiple managers in different departments, each with their own group of unique employees, but they don't need access to all employee information.
-
If you chose Self Only or All Employees, click Save Changes to complete.
OR
If you chose Selected Employees, the Restricted and Permitted Employees sections display. Go to the next step.
-
In the Restricted Employees section, select one or more employees that you want the current user to have access to, and then click Add Employee.
The employee name moves to the Permitted section.
Note: The user that you're currently configuring for displays in the page header. Changes automatically apply when you click Add Employees.
-
To remove access, select one or more employees from the Permitted section, and then click Remove Employee.
-
Click Save Changes to complete.
Comments
0 comments
Please sign in to leave a comment.