1. Retail Analytics
  2. Roles and permissions
Reference

Who can do what in Retail Analytics

Assign collection, analysis, review and corrective work to accountable people.

Who can do what

Permissions by role
RoleSnapshot workspaceBasket factsSource captureMetric definitionsReview and evidenceResults and provenanceFollow-up actions
Measurement OwnerEditEditViewViewView——
Retail AnalystViewEditEditEdit—Edit—
Independent ReviewerViewView——ApproveView—
Operations LeadViewView——ViewViewEdit
Data StewardEdit—EditEdit———
AdminEditView—EditEditViewEdit

Each role in detail

Measurement Owner

Owns the dated retail snapshot and its collection scope.

Can

  • Manage retail snapshots, basket facts
  • View retail stores, source snapshots, state history

Starts on: Snapshot lifecycle

Retail Analyst

Prepares observations, definitions and results for review.

Can

  • Manage basket facts, metric observations, metric definitions, metric results
  • View retail snapshots, source mappings, operation runs

Starts on: Source coverage schedule

Independent Reviewer

Checks evidence and decides against the recorded snapshot revision.

Can

  • Manage review decisions, evidence documents
  • View retail snapshots, basket facts, metric results, state history

Reviews and approves

  • Approve review decisions

Starts on: Source coverage schedule

Operations Lead

Assigns and closes corrective work after reviewing exceptions.

Can

  • Manage follow up actions
  • View retail snapshots, review decisions, metric results, operation runs

Starts on: Snapshot lifecycle

Data Steward

Maintains source definitions, field mappings and captured source context.

Can

  • Manage retail stores, source mappings, source snapshots
  • View Organizations, metric definitions, retail snapshots

Starts on: Source coverage schedule

Admin

Maintains organization, people and access records.

Can

  • Manage Organizations, People, Users
  • View retail snapshots, operation runs, review decisions

Set up Retail Analytics your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started