Analytics for Manufacturing admin versus user permission sets
Key Takeaway
Admins who create and manage Analytics for Manufacturing need the "CRM Analytics Plus Admin" and "Manufacturing Analytics Admin" permission sets. People who view the app need the "CRM Analytics Plus User" and "Manufacturing Analytics User" permission sets.
Analytics for Manufacturing is an app built in CRM Analytics. The app shows Agentforce Manufacturing data in dashboards, such as sales agreements, account forecasts, sales targets, and rebates. Access to the app comes in two tiers. Admins who create and manage the app get an admin pair of permission sets. People who view the app get a user pair.
The admin pair and the user pair
Each tier is a pair: one CRM Analytics Plus permission set plus the matching Manufacturing Analytics permission set.
| Admin pair | User pair | |
|---|---|---|
| Permission sets | CRM Analytics Plus Admin and Manufacturing Analytics Admin | CRM Analytics Plus User and Manufacturing Analytics User |
| Lets a person | Create and manage the Analytics for Manufacturing app | View the Analytics for Manufacturing app |
| Assign to | Users with the System Administrator profile | Users who view the app |
You select both sets of the pair for each person, so the admin pair and the user pair are never mixed.
Your company is rolling out Analytics for Manufacturing to its sales team. Ana has the System Administrator profile and will create and manage the app. She gets CRM Analytics Plus Admin and Manufacturing Analytics Admin. Ben is a key account manager who will open the app to check numbers for his accounts. He gets CRM Analytics Plus User and Manufacturing Analytics User. Nobody gets one set from each pair, such as CRM Analytics Plus Admin together with Manufacturing Analytics User.