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Introduction

In version 6.3.2. a new functionality is introduced which gives the possibility to use Light Users. This is an evolution of the CXO Viewer, extending the available License Types to allow the creation of users with more access to the application's functionalities, e.g. they cannot access reports through the menu but only through shared content (storyboards or conversations) and can partially change and access the POVLight Users can partially change and access the POV. The status indicator is accessible to the light user, hence will be able to view the status of the workflow.

Access of the Light User

The Light User can login to CXO whereupon the page "to open My Storyboards" will open with a list of shared storyboards. Access to the report menu is restricted for the if logged on as a Light User as they can can only play Play these shared storyboards. All the POV dimensions are frozen apart from Year and Period dimensions. The Light User has the option to edit POV Comments in a storyboard and participate in conversations.
The Light User can have access to multiple entities set by the admin in POV Filters, however the entity dimension cannot be adjusted in the POV when playing a storyboard. See below the different entity filters for a light userLight User:

Entity POV FilterHow the Storyboard worksWorks
One entity

The storyboard will play the reports for this specific entity. The Year and the Period dimensions can be adjusted by the Light User.

One or multiple entities with all its descendantsThe storyboard will play the report for the entity that was selected when the report was added to the storyboard. In case the selected entity does not belong to the structure given access to via the POV filter the first entity in the POV filter for the Light User is used in the report and cannot be adjusted by the Light User. The Year and the Period dimensions can be adjusted by the Light User.
No entity accessThe storyboard will play the report for the entity that was selected when the report was added to the storyboard.

Setup

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Light User = user  user who does NOT have the 'Access Menu and Full POV' permission. The security admin can assign the 'Access Menu and Full POV' permission (Regular User) or unassign remove the  'Access Menu and Full POV ' permission (Light User) in the permission section of User Groups and Users. Regular Users can share storyboards with a Light User.

The difference of between the ' Access Menu and Full POV ' permission are as follows;permission is:


Users WITH "Access Menu and Full POV"
Permission		Users WITHOUT "Access Menu and Full POV"
Permission

In CXO | Software:

  • Access to the Menu to open reports.
  • View Home Report.
  • When viewing a report can change any POV (following the current rules).
  • Can create storyboards, share them and have any role on storyboards.


In CXO | Software:

    • NO access to the Menu to open reports.
    • NO Home Page Report.
      • Home for these users will be the 'My Storyboards' Panel, when clicking on the Home function they will be reverted here.
      • When the user has no shared Storyboard, the panel will show: "You do not have any shared storyboards yet".
    • Viewing a report:
      • Can change ONLY the Period and Year POV (following the current rules).
      • Can't change any of the other POV, i.e. the POV will be frozen on the first option (the first option will be determined following the current rules).
    • Storyboards:
      • Cannot create storyboards.
    Only 'Viewer' role for shared storyboards.

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Refer License Types.