Grant Read and Write Access to Upland Analytics

The control of access to Upland Analytics by Users under a specific Security Profile(s) is managed by four Security permissions under the Reports tab called:

  • Can view Upland Analytics dashboards
  • Upland Analytics Administrator or Upland Analytics Read Write or Upland Analytics Read Only

Users falling under a Security Profile with the Upland Analytics Read Write access can:

  • Create, Edit, Delete their own Reports, Dashboards and Subscriptions
  • Create, Edit, Delete their own Files and Subscriptions through the Analytics Settings context menu.

Note: The Upland Analytics Read Write Security Component is enabled by default for the Administrator Security Profile.

This article details how to grant Read and Write access to Upland Analytics.

Example: Grant, a PSA Administrator, has been instructed to allows the creation and copying and deleting of Upland Analytics Reports for the Project Manager Security Profile. He can ensure that this capability is available by selecting the Yes option for “Upland Analytics Read Write” under the Reports tab for the Project Manager Security Profile.

Note: Removing a User’s Upland Analytics permission (Upland Analytics Read Write or Upland Analytics Read Only) will mark the User as inactive in the Upland Analytics database when the Synchronize Integrations Automation Service runs. Reports created by the user remain accessible to others with the required permissions.

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Organization.
  3. From the menu click System.
  4. From the System page click the Security button to access the Security setup page.

    Click Security button

  5. Click the expand button () located against a User Security Role Placeholder, if applicable to view the available Security Roles.
  6. Select a Security Profile.

    Select a Security Role.

  7. Upon the Security Profile page displaying, expand the Reports menu.
  8. Click Upland Analytics.
  9. Select Upland Analytics Read Write which grants permission to:
    1. Create, Edit, Delete their own Reports, Dashboards Subscriptions
    2. Create, Edit, Delete their own Files and Subscriptions through the Analytics Settings context menu.
  10. Select Save.

    Note: Any synced Upland Analytics Roles are also displayed in this list.

  11. View the impact of your changes: Access Upland Analytics as a Project Manager.
    1. The Project Manager Security Profile now has access to Upland Analytics to Create, Edit, Delete their own Reports, Dashboards and Subscriptions.
    2. They can also Create, Edit, Delete their own Files and Subscriptions through the Analytics Settings.