1. The “Analytics” module is displayed by default to users who have been assigned the “Executive” and “Accountant” permission sets.

2. The “Company Dashboard” is displayed on the company desktop, with data shown according to the permissions granted to the user, so each user sees only the information available to them.

   The “Company Dashboard” on the desktop can be easily customised as needed – users can change the layout, size, or remove fields that are not required. To make these changes, click the pencil icon “” next to the “Company Dashboard”.
   

3. Data is updated automatically by default once per day (i.e. at night). However, if faster updates are required, users can manually update the data by clicking the update button:
   
4. If the user is using:
   • a custom permission set – it is sufficient to modify it. Access to the “Analytics” module is granted by the database administrator by selecting this module in the permission set;
   • a system permission set, but access to “Analytics” is not granted – a new custom permission set must be created, as standard sets cannot be modified.

Actions:

• Check which permission set is assigned to the user;
• To create a new permission set – in the “Permission Sets” section, select “Copy Permission Set”, choose the existing set and the company where it will be saved;

• Edit the created set and additionally enable the “Analytics” module;

• Save the changes;
• In the “Users” section, assign the new permission set with Analytics to the employee: To change a user’s permissions, click the blue “Change set of access rights” button, select the appropriate set from the list, and click “Save”.