Understanding the Requirements

To make Data 360 DLOs to CRMA created dashboards accessible to site users, the users must have the CRM Analytics for Communities permission set license and the View CRM Analytics on Experience Cloud pages permission. These permissions are crucial in enabling site users to access the dashboards.

Root Cause of the Issue

The root cause of the issue is the lack of necessary permissions and licenses for site users to access the Data 360 DLOs to CRMA created dashboards. Without these permissions and licenses, site users will not be able to access the dashboards, even if they have been created and shared with them.

Resolving the Issue

To resolve the issue, teams need to ensure that site users have the necessary permissions and licenses. This can be done by verifying that the users have the CRM Analytics for Communities permission set license and the View CRM Analytics on Experience Cloud pages permission.

Permission Verification

// Verify CRM Analytics for Communities permission set license
// Verify View CRM Analytics on Experience Cloud pages permission

Heads up: Teams should also verify that their organization is a Tableau customer, as this may impact the accessibility of the dashboards.

Checklist for Resolving the Issue

• Verify that site users have the CRM Analytics for Communities permission set license
• Verify that site users have the View CRM Analytics on Experience Cloud pages permission
• Verify that the organization is a Tableau customer
• Ensure that the Data 360 DLOs to CRMA created dashboards are shared with the site users
• Test the accessibility of the dashboards with a site user account

Frequently Asked Questions

What permissions are required for site users to access Data 360 DLOs to CRMA created dashboards?

The CRM Analytics for Communities permission set license and the View CRM Analytics on Experience Cloud pages permission are required.

How do I verify that site users have the necessary permissions and licenses?

You can verify the permissions and licenses by checking the user accounts and the organization’s settings.

What if the organization is not a Tableau customer?

If the organization is not a Tableau customer, the accessibility of the dashboards may be impacted, and alternative solutions may need to be explored.

Can Data 360 DLOs to CRMA created dashboards be made accessible to site users without the necessary permissions and licenses?

No, the necessary permissions and licenses are required for site users to access the dashboards.