Question
Achmea
NL
Last activity: 12 Jan 2024 8:44 EST
What's the expected behaviour whn personalizing dashboards for Sales users?
Hi, Can anyone explain what to expect on the next scenario?
Scenario
Logged in as an authorized Sales OpsUser it is possible to create customized Categories from the Report browser. These Categories can be used to categorize several reports.
OpsUsers can also personalize dashboards for ManUsers, RepUsers and OpsUsers. When personalizing dashboards Reports can be published using the Report Widget. Configuring the Report widget with a Report from a customized Category could suggest that the Report is displayed on the Dashboard of that particular user. In fact it is for OpsUsers and in a way also for ManUsers and RepUsers. The differance is that only OpsUsers can actually see and use the report where ManUsers and RepUsers are confronted with an error message saying that they are not authorized to access the report.
I understand that this might be expected behaviour based on the platforms logic for creating Categories but is this also expected behaviour based on the purpose of personalizing dashboards in the Sales context?
Thanks,
Jan
***Edited by Moderator Marije to add Support Case Details; ***
Accepted Solution
Updated: 12 Jan 2024 8:44 EST
Pegasystems Inc.
GB
@JANDEVOOGD I can see that the support ticket was resolved with the following information: below.
---> Could you hit the 'Accept Solution' to confirm your question was thoroughly answered?
The solution provided by GCS:
Please go to:
Tools > Personalize > Persona Dashboard It should launch the Persona dashboard. You can configure the default widgets which should be displayed for each persona dashboard.
https://docs.pega.com/bundle/sales-automation/page/sales-automation/user-portal/personalize-dashboards.html We are not configuring the reports or any report category here.
Additionally:
Using the report widget to personalize the persona dashboard gives you the option to first select a Category and then the related Report.
There are 3 types of report category based on Owner type Standard (Public), Shared (Owner - Access group) , Personal (Owner - Operator). Standard category is visible to all, Shared is visible to operators from selected access group and Personal is visible to that operator.
@JANDEVOOGD I can see that the support ticket was resolved with the following information: below.
---> Could you hit the 'Accept Solution' to confirm your question was thoroughly answered?
The solution provided by GCS:
Please go to:
Tools > Personalize > Persona Dashboard It should launch the Persona dashboard. You can configure the default widgets which should be displayed for each persona dashboard.
https://docs.pega.com/bundle/sales-automation/page/sales-automation/user-portal/personalize-dashboards.html We are not configuring the reports or any report category here.
Additionally:
Using the report widget to personalize the persona dashboard gives you the option to first select a Category and then the related Report.
There are 3 types of report category based on Owner type Standard (Public), Shared (Owner - Access group) , Personal (Owner - Operator). Standard category is visible to all, Shared is visible to operators from selected access group and Personal is visible to that operator.
1 . If sales ops is creating Public Category then it can be selected by other operator also while creating the report 2. If category type is selected as public at the time of creation then it is considered as public category. 3. While saving the newly created report, operator can selected the category.
You observed that Because of platform restrictions OpsUsers can only create Categories with OwnerType = Shared, despite the fact that Public is chosen during creation.
The OpsUser is not able to check out rules, hence OwnerType "A" (Shared) is used when selecting "Public" as CategoryType.
To fulfill the requirement of OpsUsers being able to personalize RepUser or ManUser dashboards with customized reports from Public Categories created by OpsUsers, the OpsUser OperatorID must have Access Setting "Allow rule check out" enabled. For logic see rule "pzGetCategoryOwnerTypes"
Our support team responded:
Yes, If operator have "Allow rule check out" not enabled then category is created as Shared and this category will be visible to operator belonging to sales ops access group. Usually operators are created in client implementation app and they have control to enable "Allow rule check out" option for required operators.
ANZ
AU
@JANDEVOOGD : It doesnt looks to be any thing with Dashboard personalization .
Check if there are any privileges associated with the report . Check directly in the report definition rule .
If so , make sure to have the same privilege added to the ManUsers and RepUsers access role.
This issue is more around security configuration rather than dashboard personalization
Achmea
NL
@Srikanth Gaddamanugu Thank you for the reply. I checked privileges on the report and there are no associated privileges. What I do see is that related Categories and Shortcuts are created setting an "Owner Type" and "Owner". Following the platfor logics OwnerType is always set to "A" (Shared) and Owner is set to the access group of, in this case, the OpsUser. Meaning that the report is shared and can be accessed by all operators having the OpsUsers access group.
Now OpsUser can also publish these reports on the Dashboards of ManUsers and/or RepUsers using the option "Personalize Dashboard" as provided from the OOTB Sales product. When ManUsers and/or RepUsers trying to access the report from their dashboard an error message is displayed because the report inherites the OwnerType and Owner settings from the Category. As the access groups of ManUsers and RepUsers is other than the access group from the Owner setting, the error message is explainable but why do OpsUser have the option to personalize dashboards if the reports are not accessible for others?
Do you have any thoughts on that?
Pegasystems Inc.
GB
@JANDEVOOGD please log a support incident on the MSP if you believe the product is not working as documented.
Please let us know the INC id here so that we can help track it.
Achmea
NL
@MarijeSchillern A new support incident was submitted with id INC-A28280
Accepted Solution
Updated: 12 Jan 2024 8:44 EST
Pegasystems Inc.
GB
@JANDEVOOGD I can see that the support ticket was resolved with the following information: below.
---> Could you hit the 'Accept Solution' to confirm your question was thoroughly answered?
The solution provided by GCS:
Please go to:
Tools > Personalize > Persona Dashboard It should launch the Persona dashboard. You can configure the default widgets which should be displayed for each persona dashboard.
https://docs.pega.com/bundle/sales-automation/page/sales-automation/user-portal/personalize-dashboards.html We are not configuring the reports or any report category here.
Additionally:
Using the report widget to personalize the persona dashboard gives you the option to first select a Category and then the related Report.
There are 3 types of report category based on Owner type Standard (Public), Shared (Owner - Access group) , Personal (Owner - Operator). Standard category is visible to all, Shared is visible to operators from selected access group and Personal is visible to that operator.
@JANDEVOOGD I can see that the support ticket was resolved with the following information: below.
---> Could you hit the 'Accept Solution' to confirm your question was thoroughly answered?
The solution provided by GCS:
Please go to:
Tools > Personalize > Persona Dashboard It should launch the Persona dashboard. You can configure the default widgets which should be displayed for each persona dashboard.
https://docs.pega.com/bundle/sales-automation/page/sales-automation/user-portal/personalize-dashboards.html We are not configuring the reports or any report category here.
Additionally:
Using the report widget to personalize the persona dashboard gives you the option to first select a Category and then the related Report.
There are 3 types of report category based on Owner type Standard (Public), Shared (Owner - Access group) , Personal (Owner - Operator). Standard category is visible to all, Shared is visible to operators from selected access group and Personal is visible to that operator.
1 . If sales ops is creating Public Category then it can be selected by other operator also while creating the report 2. If category type is selected as public at the time of creation then it is considered as public category. 3. While saving the newly created report, operator can selected the category.
You observed that Because of platform restrictions OpsUsers can only create Categories with OwnerType = Shared, despite the fact that Public is chosen during creation.
The OpsUser is not able to check out rules, hence OwnerType "A" (Shared) is used when selecting "Public" as CategoryType.
To fulfill the requirement of OpsUsers being able to personalize RepUser or ManUser dashboards with customized reports from Public Categories created by OpsUsers, the OpsUser OperatorID must have Access Setting "Allow rule check out" enabled. For logic see rule "pzGetCategoryOwnerTypes"
Our support team responded:
Yes, If operator have "Allow rule check out" not enabled then category is created as Shared and this category will be visible to operator belonging to sales ops access group. Usually operators are created in client implementation app and they have control to enable "Allow rule check out" option for required operators.