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Introduction

In version 6.3.2. a new functionality is introduced. This functionality gives the possibility to use Light Users. This is an evolution of the CXO Viewer, extending the available License Types to allow to create users with more access to the application's functionalities, e.g. they cannot access reports through menu but only through shared contents (storyboards or conversations) and can change and access only partially the POV.

Access of the Light User

The Light User can login to CXO. The page "My Storyboards" with a list of shared storyboards will open. However, the access to the report menu is restricted for the logged on Light User. The Light User can only play shared storyboards. All the POV dimensions are frozen, except the Year and Period dimension can be adjusted by the Light User.  The Ligth User has the option to edit POV Comments in a storyboard and start 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 FilterHow 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 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 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:

  • Access to the Menu to open reports
  • View Home Report
  • 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
  • Do not view Home Report
    • Home for these users will be the 'My Storyboards' Panel (clicking on Home function), they will be reverted there
    • If the user has no shared Storyboard, show in the panel a sentence as "You do not have any shared storyboard yet"
  • Viewing a report:
    • can change ONLY 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)
  • Can't create storyboards, can have only 'Viewer' role on storyboards shared with them

The different license types are as follows;

License Type
NOT Allowed Permissions
Allowed User Groups*
Light User
  • Access Menu and Full POV(new permission)
  • Lock Comments
  • Unlock Comments
  • All permissions under Designer Permissions
  • Edit Data Warehouse Metadata
  • Edit MDX
Only user groups with Min Required License** = Light User
Regular User
  • All permissions under Designer Permissions
  • Edit MDX
Only user groups with Min Required License** = Light User / General User
Report Builder
  • Admin permission under Designer Permissions
Any user group, except those with Min Required License** = Admin
AdminNo LimitationAny user group
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