| \n\nRole\n\n | \n\nAuthorizations\n\n | \n\nTypical persona\n\n |
|---|---|---|
| \n\nNo role\n\n | \n\n- View Performance Analytics visuals on the Service Portal.\n- View dashboards that have been shared with this user.\n\nSome dashboards require a subject matter related role for viewing, such as sn\\_hr\\_core\\_basic for the HR Agent dashboard. Dashboard owners and administrators can also restrict dashboard access by role. For more information, see [Dashboard permissions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/now-intelligence/performance-analytics/c_DashboardRoles.md).\n\n\n | \n\nRequester who does not need any access to Performance Analytics beyond certain visualizations of results\n\n |
| \n\nAny role \\(not necessarily a Performance Analytics role\\)\n\n | \n\n- Open the indicator library\n- Create dashboards.\n- Restrict access by role to a dashboard they create.\n- Share dashboards they own.\n\n | \n\n \n\n |
| \n\npa\\_viewerContained by: All roles except pa\\_contributor\n\n | \n\nBefore Quebec, this role was necessary for the following actions. It may still be necessary on upgraded instances.\n\n- View Analytics Hub.\n- Create personal thresholds and targets for indicators.\n- Read, Update, and Delete thresholds and targets that they created.\n- View text analytics widgets on dashboards.\n\n | \n\nRequester who needs and understands the details of key performance indicators\n\n |
| \n\nsn\\_pa\\_diagnostics.pa\\_diagnosticContained by: pa\\_admin\n\n | \n\n- Read from the Diagnostics tables.\n- Activate or deactivate a diagnostic.\n- Run diagnostics.\n- Delete message records and diagnostic logs.\n\n | \n\nNo specific persona, but this role would typically be assigned to individual business analysts or groups of fulfillers.\n\n |
| \n\npa\\_contributorContained by: pa\\_power\\_user, pa\\_admin\n\n | \n\nFor indicators for which the user is designated as a **Contributor**:- Read and update scores in scoresheets.\n- View the Analytics Hub.\n\nThis user can also read dashboards that have been shared with them.\n\n | \n\nNo specific persona, but this role would typically be assigned to individual fulfillers or groups, who are allowed to set indicator scores manually\n\n |
| \n\npa\\_kpi\\_signal\\_adminContained by: admin\n\n | \n\nEnables the user to dismiss a signal or reset the baseline for [KPI Signals](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/now-intelligence/process-behavior-charts-for-kpis.md).\n\n | \n\nProcess owner who also has some training in Performance Analytics. Also needs the pa\\_viewer role.\n\n |
| \n\npa\\_target\\_adminContained by: pa\\_power\\_user, pa\\_admin\n\n | \n\n- Create targets.\n- Read, update, and delete all targets, including those that they do not own.\n- Assign targets to indicators.\n\n | \n\nManager who knows what targets to set but may not have any further input to Performance Analytics\n\n |
| \n\npa\\_threshold\\_adminContained by: pa\\_power\\_user, pa\\_admin\n\n | \n\n- Create global thresholds.\n- Read, update, and delete all thresholds, including those that they do not own.\n- Assign thresholds to indicators.\n\n | \n\nManager who knows what thresholds to set but may not have any further input to Performance Analytics\n\n |
| \n\npa\\_analystContained by: pa\\_power\\_user, pa\\_admin\n\n | \n\n- CRUD text analytics keywords, phrases, and stop words\n- Read indicator sources.\n\n | \n\nNo specific persona, but this role would be assigned to individual fulfillers or groups whose expertise includes keywords, phrases, and stop words for word clouds.\n\n |
| \n\npa\\_power\\_userContained by: pa\\_admin\n\n The pa\\_power\\_user role contains the viz\\_admin, pa\\_viewer, pa\\_contributor, pa\\_target\\_admin, pa\\_analyst, and pa\\_threshold\\_admin roles.\n\n | \n\n- CRUD indicators and breakdowns.\n- CRUD widgets\n- Add Performance Analytics widgets to dashboards.\n- CRUD text index configurations for text analytics.\n- CRUD bucket groups.\n- CRUD indicator groups\n\n | \n\nBusiness analyst and visualization designer. Understands the use cases for Performance Analytics and the requirements for indicators and breakdowns.\n\n |
| \n\npa\\_data\\_collectorContained by: pa\\_admin\n\n | \n\n- CRUD, schedule, and run [data collection jobs](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/now-intelligence/performance-analytics/performance-analytics-glossary.md)\n- CRUD indicator and breakdown sources\n- Read some system properties\n- CRUD system units\n- CRUD scripts and automated notifications\n- CRUD bucket groups\n- Activate or deactivate Data snapshots\n\n | \n\nTechnical expert who understands the underlying database record structure of Performance Analytics\n\n |
| \n\npa\\_adminThe pa\\_admin role contains the pa\\_power\\_user, sn\\_pa\\_diagnostics.pa\\_diagnostic, viz\\_admin, and pa\\_data\\_collector roles.\n\n | \n\n- Read Performance Analytics properties.\n- Access Admin Console\n- Launch Dependency Assessment\n\n | \n\nPerformance Analytics technical expert who also understands business needs.\n\n |
| \n\nadmin\n\n | \n\nThe system administrator role. Users with the admin role can perform all pa\\_admin functions, edit properties, create [database views](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/now-intelligence/performance-analytics/performance-analytics-glossary.md), CRUD any dashboard, and assign ownership to dashboards.\n\n | \n\nSystem administrator\n\n |
| \n\nRole\n\n | \n\nAuthorization\n\n | \n\nTypical persona\n\n |
|---|---|---|
| \n\npa\\_spotlightContains: pa\\_viewer, pa\\_spotlight\\_copy\\_breakdown\n\n | \n\nCRUD Spotlight groups and criteria.\n\n | \n\nExpert who understands the business logic of what records require reminders.\n\n |
| \n\npa\\_spotlight\\_viewer\n\n | \n\nAccess to the dashboards from the Analytics and Reporting Spotlight Solutions.\n\n | \n\nFulfiller who needs more than simple Priority setting to remind them of records that require action.\n\n |
| \n\npa\\_spotlight\\_copy\\_breakdown\n\n | \n\nCan copy Spotlight groups to multiple elements of a breakdown.\n\n | \n\nSpotlight expert or business analyst who understands the applicability of a Spotlight group by breakdown element.\n\n |
| \n\npa\\_spotlight\\_copy\\_domain\n\n | \n\nCan copy Spotlight groups to multiple domains\n\n | \n\nDomain administrator with Performance Analytics expertise\n\n |
| \n\nModule\n\n | \n\nAction\n\n | \n\nMinimal required role\n\n |
|---|---|---|
| \n\nAdmin Console\n\n | \n\nAccess\n\n | \n\npa\\_admin\n\n |
| \n\nAnalytics Hub \\(Scorecards\\)\n\n | \n\nView\n\n | \n\nNone, since Quebec. However, upgraded instances may still require pa\\_viewer.\n\n |
| \n\nAutomated indicators\n\n | \n\nCRUD\n\n | \n\npa\\_power\\_user\n\n |
| \n\nAutomation schedules\n\n | \n\nRead and delete \\(other security restrictions likely apply\\)\n\n | \n\npa\\_data\\_collector\n\n |
| \n\nAutomation scripts\n\n | \n\nCRUD\n\n | \n\npa\\_data\\_collector\n\n |
| \n\nBreakdowns and elements, including breakdown relations\n\n | \n\nCRUD\n\n | \n\npa\\_data\\_collector or pa\\_power\\_user\n\n |
| \n\nBucket groups\n\n | \n\nCRUD\n\n | \n\npa\\_data\\_collector or pa\\_power\\_user\n\n |
| \n\nColor schemes for charts and targets\n\n | \n\nCRUD\n\n | \n\npa\\_power\\_user\n\n |
| \n\nDashboards \\(Responsive or Platform Analytics\\)\n\n | \n\nCreate a dashboard. Update a dashboard they created, including restricting access by role.\n\n | \n\nAny roles necessary to access the data to display, or any one role\n\n |
| \n\nData snapshots\n\n | \n\nActivate or deactivate\n\n | \n\npa\\_data\\_collector\n\n |
| \n\nResponsive dashboards\n\n | \n\nAdd Performance Analytics widgets to responsive dashboards you own.\n\n | \n\npa\\_power\\_user\n\n |
| \n\nDashboards \\(Responsive or Platform Analytics\\)\n\n | \n\nRead a dashboard that has been shared with you\n\n | \n\nNo role by default, but dashboards can require roles to view their data. For more information, see [Dashboard permissions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/now-intelligence/performance-analytics/c_DashboardRoles.md).\n\n |
| \n\nDashboards \\(Responsive or Platform Analytics\\)\n\n | \n\nUpdate, delete, or share a dashboard that you own.\n\n | \n\npa\\_power\\_user\n\n |
| \n\nDashboards \\(Responsive or Platform Analytics\\)\n\n | \n\nUpdate, delete, or share any dashboard. Reassign ownership of any dashboard.\n\n | \n\nadmin \\(and dashboard role dashboard\\_admin\\)\n\n |
| \n\nData collector jobs\n\n | \n\nRead, write, execute\n\n | \n\npa\\_data\\_collector\n\n |
| \n\nDependency assessment\n\n | \n\nLaunch dependency assessment from indicator or breakdown form\n\n | \n\npa\\_admin\n\n |
| \n\nExternal indicators and breakdowns\n\n | \n\nCRUD\n\n | \n\npa\\_data\\_collector or pa\\_power\\_user\n\n |
| \n\nFormula and manual indicators\n\n | \n\nCRUD\n\n | \n\npa\\_power\\_user\n\n |
| \n\nIndicator Groups\n\n | \n\nCRUD\n\n | \n\npa\\_power\\_user\n\n |
| \n\nSources, either indicator or breakdown\n\n | \n\nCRUD\n\n | \n\npa\\_data\\_collector\n\n |
| \n\nIndicator targets\n\n | \n\nRead and edit targets that you do not own\n\n | \n\npa\\_target\\_administrator\n\n |
| \n\nIndicator targets or thresholds\n\n | \n\nCreate new. Read or edit ones you own.\n\n | \n\nNone, since Quebec. However, upgraded instances may still require pa\\_viewer.\n\n |
| \n\nIndicator thresholds\n\n | \n\nRead and edit thresholds that you do not own\n\n | \n\npa\\_threshold\\_administrator\n\n |
| \n\nIn-form analytics\n\n | \n\nCRUD\n\n | \n\npa\\_power\\_user\n\n |
| \n\nKPI Signals\n\n | \n\nReset baseline or dismiss signal\n\n | \n\npa\\_kpi\\_signal\\_admin\n\n |
| \n\nLists in all applications\n\n | \n\nAccess an interactive analysis\n\n | \n\nNo role by default, but some interactive analyses require roles to view their tables\n\n |
| \n\nManage diagnostics\n\n | \n\nRead, execute, delete\n\n | \n\nsn\\_pa\\_diagnostics.pa\\_diagnostic\n\n |
| \n\nScheduled email summary jobs\n\n | \n\nCRUD\n\n | \n\npa\\_power\\_user\n\n |
| \n\nScoresheets\n\n | \n\nCRUD\n\n | \n\npa\\_power\\_user\n\n |
| \n\nService Portal\n\n | \n\nView Performance Analytics visuals\n\n | \n\nNo role\n\n |
| \n\nSystem Properties\n\n | \n\nEdit\n\n | \n\nadmin\n\n |
| \n\nSystem Properties\n\n | \n\nRead\n\n | \n\npa\\_data\\_collector for some, pa\\_admin for all\n\n |
| \n\nSystem Units\n\n | \n\nCRUD\n\n | \n\npa\\_data\\_collector\n\n |
| \n\nText Analytics\n\n | \n\nSet up text index configurations\n\n | \n\npa\\_power\\_user\n\n |
| \n\nText Analytics\n\n | \n\nView a text widget on a dashboard\n\n | \n\nNone, since Quebec. However, upgraded instances may still require pa\\_viewer.\n\n |
| \n\nText analytics keywords, phrases, or stop words\n\n | \n\nCRUD\n\n | \n\npa\\_analyst\n\n |
| \n\nWhat's on the Move News Rules and Statistics Generators\n\n | \n\nRead, edit\n\n | \n\npa\\_power\\_user\n\n |
| \n\nVisualizations that contain indicator information\n\n | \n\nCRUD\n\n | \n\npa\\_power\\_user\n\n |