Who Can Access Analytics and How Permissions Work
This article explains who in your organization can see Analytics today, what to do if someone needs Analytics visibility without being involved in day-to-day AR, and how to add a new dashboard user.
Who has access today
Analytics is an add-on product. It is not included in the Accounts Receivable dashboard by default, and it will not appear in your navigation unless your organization has Analytics.
Once your organization has Analytics, access to it is not separated from access to the rest of the dashboard. Anyone with an active login to your Partner Dashboard will see the Analytics tab, regardless of the role assigned to them.
If leadership needs Analytics but not AR visibility
There is no way today to give someone Analytics without also giving them access to the Partner Dashboard. If you have leadership or operations staff who need the numbers but are not involved in day-to-day AR, there are a couple of options:
Export and share reports. Pull the reports they need from Analytics and share the export with them, so they get the figures without needing a login of their own.
Add them as a dashboard user with a limited role. Assign a role that matches how much they should be able to do in AR. See User Roles for what each role can and cannot do — Read-Only, for example, allows a user to view invoices but not edit them, change bank information, or alter integrations and automations.
Your CSM can help you work out which approach fits your team. Reach out to your account manager or email customersuccess@alternativepayments.io.
Coming soon: Analytics-specific read-only access
We are working on dedicated permissions for Analytics. This will let leadership and operations staff view Analytics without being involved in day-to-day AR.
This is not available yet. We will notify partners once it is released.
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