Spend Visibility tutorial: User and roles

Spend Visibility, powered by HAQM QuickSight, allows you to quickly discover purchasing insights and analyze purchasing goals through interactive, visual, out-of-the-box dashboards. It is available for Business Prime Small, Medium, and Enterprise plans.

When using Spend Visibility, you will either be a reader or an author. A reader can view all dashboards, set favorites, and filter or drill down into dashboard data. An author can do all this plus create new dashboards and analyses.

In this tutorial, you'll review and assign coworkers to the reader and author roles. Note that only HAQM Business administrators can assign coworkers to roles. Also, the number of authors and readers you can assign is based on your Business Prime plan. See the Spend Visibility detail page for more information.

Step 1: Access Business Analytics from your HAQM Business account

From the HAQM Business home page, hover on the Account menu drop down to view a list of options. Under Account Details, select Business Analytics.

Step 2: View current Spend Visibility roles

Once Business Analytics opens, select Assign who can access Spend Visibility located in the Spend Visibility card.

Please note: You must be in the admin role to access Spend Visibility user settings.

Step 3: Assign Spend Visibility roles

Alternatively, you can access Spend Visibilty roles from the Business Settings page. Click on Spend Visibility roles located in the Members card on the Business Settings page.

Step 4: Review and assign user role

On the Spend Visibility roles page, click on the Assign roles drop down located on the right side of the page and select Author or Reader.

If you already have roles assigned, you will see the option to assign roles only if there are unassigned spots available.

Step 5: Email ID

Once the correct role has been selected, you will be prompted to enter the user’s email ID. 

The user assigned to the role should already be part of the HAQM Business account.

Step 6: Confirm role

After entering the user’s email address, click on Add author.

The button will say Add reader if you are adding a reader role.

Step 7: Assigned role confirmation

After assigning the user to the designated role, you will receive the confirmation text in this image and see the user added in the profile.

Congratulations!

Now you know how to add users to Spend Visibility and change their roles.