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 POV.
Access of the Light User
The Light User can login to CXO whereupon the page "My Storyboards" will open with a list of shared storyboards. Access to the report menu is restricted for the logged on Light User as they can can only play these shared storyboards. All the POV dimensions are frozen apart from Year and Period. 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 user:
Entity POV Filter | How the Storyboard works |
---|---|
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 descendants | The 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 access | The storyboard will play the report for the entity that was selected when the report was added to the storyboard. |
Setup of the Light User
Light 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 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 the 'Access Menu and Full POV' permission are as follows;
Users WITH "Access Menu and Full POV" Permission | Users WITHOUT "Access Menu and Full POV" Permission |
---|---|
In CXO|Software:
| In CXO|Software:
|
The different license types are as follows;
License Type | NOT Allowed Permissions | Allowed User Groups* |
---|---|---|
Light User |
| Only user groups with Min Required License** = Light User |
Regular User |
| Only user groups with Min Required License** = Light User / General User |
Report Builder |
| Any user group, except those with Min Required License** = Admin |
Admin | No Limitation | Any user group |