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Conga Support

Assigning the Analytics Role to a User

This page applies to: Analytics Add-on module

Once the Novatus Analytics user role has been created or added to an existing role, Administrators can assign the role to those users who have the expertise to use the Analytics feature.

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1

Navigation Toolbar

Click on Admin to display the menu, and select Users to display the Users browse screen.

If the Users link is not in your Admin menu, you do not have the permissions to use this feature.

2

User records

Locate the user who needs the Analytics role, and click on the user record to display their User Profile.

3

Search option

To quickly locate a user, enter the first few letters of their first or last name (or other identifier) in the Search field, and click the image007.png icon. To clear the filter, click on the image008.png icon.

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4

Edit button

Click to display the User Profile screen in edit mode.

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5

Role Name check boxes

Scroll through the alphabetical listing and locate the Novatus Analytics (User) role, and then click in the check box to select it.

6

Save button

Click to assign the Novatus Analytics permission to the user.