Access Control

📊 Nimbly Analytics: Access Control

The Analytics Access Control feature provides granular control over which user roles can view and interact with various analytics data within the Nimbly Web Admin platform. This ensures users only have access to the performance insights relevant to their responsibilities, enhancing data security and clarity. By configuring these permissions, administrators can tailor the analytics experience for different teams and management levels.

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🚀 Status & Compatibility

• Current Status: ✅ Released and available in production.
• Platform: Web (Nimbly Web Admin)

🔑 Access & Permissions

Configuring Analytics Access Control requires specific administrative privileges within the Nimbly platform.

Requirement	Details
Required Roles to Configure	Superadmin or Account Holder roles, due to their broad administrative privileges.
Interface Location	Navigate to Settings > Access Control, then select the Analytics tab.
Target User Roles	Permissions configured here apply to users assigned to the following roles: Superadmin, Account Holder, Admin, Supervisor, Auditor, and any Customized Roles you’ve defined.

⚙️ Core Workflows & UI Walkthrough

1. Navigate to Access Control

1. Log in to the Nimbly Web Admin as a user with sufficient permissions (e.g., Superadmin, Account Holder).
2. Go to Settings in the main navigation.
3. Select Access Control.
4. Click on the Analytics tab.

2. Understand the Interface

The Analytics Access Control page presents a matrix for configuring permissions:

• User Roles (Columns): You’ll see columns for various user roles: Superadmin, Account Holder, Admin, Supervisor, Auditor, and any Customized Roles.
• Analytics Modules (Rows): Rows represent different analytics modules. Understanding these modules is key to setting appropriate permissions:
  • Overview: A high-level summary of key analytics data.
  • Trends: Displays patterns and changes in data over time.
  • Sites: Provides analytics specific to individual or groups of sites.
  • Issues: Tracks and analyzes [issues](../../Issue Tracker/IssueTrackerOverview.md) reported within the system.
  • Users: Shows data related to system users and their activity.
  • Inventory: Displays analytics related to stock levels and movements.
  • Site with low stocks: Highlights sites with inventory below defined thresholds.
  • Sales calculations: Presents data related to sales performance.
  • Issue Tracker: Provides analytics on the usage and status of the [issue tracking](../../Issue Tracker/IssueTrackerOverview.md) system.

3. Interpret Current Permissions

Permissions are indicated at the intersection of each role and module:

• Purple Box: Indicates that users with this role have permission to view the analytics data for that module across all sites.
• Grey Box (or Empty Box): Indicates that users with this role do not have permission to view the analytics data for that module.

4. Modify Permissions

1. To change access for a specific role and analytics module:
   • Locate the cell at the intersection of the desired User Role column and the Analytics Module row.
   • Click or toggle the permission indicator (checkmark/grey box/empty box).
   • The system will provide visual feedback on the change (e.g., the box might change color or fill).

5. Save or Reset Changes

• Once all desired modifications are complete, click the Save button to apply the new access permissions.
• To revert all configuration settings to their original, default state, click the Reset button.

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🛠️ Configuration & Customization

The primary configuration point for this feature is enabling or disabling access to specific analytics modules for each predefined user role. The control is at the module level, specifically for viewing aggregated analytics across all sites. More granular filtering or data segmentation options might be available directly within individual analytics modules, provided the user has been granted access to that module.

🔗 Related Features & System Connections

• User Roles (Role Manager): This feature is directly dependent on the user roles defined and managed within the “Role Manager” section of the Nimbly Web Admin.
• Analytics Modules: This feature controls access to the data, reports, and visualizations presented within each of the listed analytics modules (Overview, Trends, etc.).
• General Access Control: The ability to access and modify these analytics permissions is itself governed by broader administrative permissions set within the main “Permissions” tab of the Access Control section.

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✅ Best Practices

• Adhere to Least Privilege: Grant only the necessary permissions to each role. Avoid giving broad access if only specific modules are required for a role’s responsibilities.
• Regular Review: Periodically review and update analytics permissions. This ensures alignment with evolving organizational structures, data governance policies, and reporting needs.
• Thorough Testing: After any permission changes, always test with sample user accounts from the affected roles. Verify that users have the correct access to analytics data and that no unintended data is exposed.