Analyst role limitations

You can assign the Analyst role to data analysts and other users that require access to activities to analyze and report on activity data collected from community members.

Analysts have read and export access to analytical features, but they are prevented from creating and editing member data, managing members, and accessing all administrative capabilities. For each individual Analyst user, you can specify whether they can access sensitive member data by configuring the Can access sensitive data permission for their user account. If they cannot access sensitive data, this information will be redacted in exports they initiate.

The following sections explain what Analyst users can and cannot access in more detail.

Analyst users cannot access the following application areas:

  • Community > Recruiting
  • Community > Members
  • Community > Member Groups
  • Community > Profile Variables
  • Community > Member Experience
  • App Center
  • Settings

Analyst users cannot access the Touchpoint app.

Community

Analysts can view and download the reports from the Health Metrics page in the Community app. Analysts can view community size, monthly activity, community profile, and survey and forum statistics reports. They can export member participation data from the community profile report, but they cannot modify the participation rate calculator. Analysts can also add existing profile variables to the community profile report and filter the report based on those profile variables.

Analyst users have the following limitations for communities:

  • They cannot view, manage, or recruit community members and they cannot manage member groups.
  • They cannot manage themes and member websites including member hubs, forums, and portals.
  • They cannot create or edit profile variables.

Projects

Analysts can view the list of activities and individual activities. They cannot create, duplicate, edit, or distribute activities. Analysts can be assigned to teams and filter activities by team, but they cannot manage team assignments. The Build and Distribution pages are not accessible to Analysts.

For surveys, Analysts have access to the Monitor page where they can view survey completion data, and they can view reports and export report data from the Report page. Analysts do not have the ability to publish charts or tables to member hubs.

For forums, Analysts have access to the Monitor tab where they can export member participation data and forum posts and replies for further analysis.

Analytics

Analysts can view reports and dashboards.

Analysts cannot create or edit reports and dashboards, and they do not have access to manage or view datasets.

Conversational Surveys

Analysts can access, preview, and distribute conversational surveys.

Analysts cannot:

  • Create, rename, duplicate or delete conversational surveys.
  • Edit an existing conversational survey activity.
  • Access the survey Settings.
  • Access the Report tab.