CRM-Service Analytics (Business Intelligence)
CRM-Service Analytics (Business Intelligence) is a chargeable plugin for the CRM-service system. The BI module contains tools for online analysis of the CRM data in different views. The technology used is based on the best BI-technology on the market, Qlik Sense.
BI permissions are always personal (named CRM-service user). These users’ permissions can’t be activated by the end customer; the activation is done by the CRM-service supplier when the plugin is ordered.
Giving permissions and permission levels
CRM-service admin can give BI permissions to named users in Settings → BI Permissions.
In BI permissions’ view you can add the users, to whom the BI has been activated, by clicking the Add User button . You must also determine which BI views can be used by the user (see the picture below).
Data visibility in BI-module is determined by the user’s sales team permissions. This means that the system does not follow the normal access hierarchy (Settings → Sales Organization Access). The sales team of the data’s assignee always determines the access to the shown data.
For example if the user X has permissions to Sales team A and Sales team C, he will see the following information in BI: