I have a user who does not have the option for the...
# ask-stanley-ai
c
I have a user who does not have the option for the "Sales" standard kpi. Other users can have the option available in the same role. How can i enable the "Sales" standard KPI for this user?
c
AI generated answer (using internal Slack threads):
To enable the "Sales" standard KPI for a specific user, you need to adjust the permissions and settings in the user's role. Here are the steps to do so: 1. Navigate to Setup > Users/Roles > Manage Roles. 2. Find and edit the role of the user. 3. In the permissions tab, ensure that the user has the necessary permissions to view KPIs. This usually includes permissions like 'Access KPI Scorecards', 'Access KPI Meter', 'Access KPI Dashboard', etc. 4. Save the changes. If the user still cannot see the "Sales" standard KPI, it might be due to the settings in the KPI Scorecard. Here's how to check and adjust those settings: 1. Navigate to Customization > Centers and Tabs > KPI Scorecards. 2. Find and edit the relevant KPI Scorecard. 3. Ensure that the "Sales" standard KPI is included in the scorecard and that it's available to the user's role. 4. Save the changes. Remember, the user will need to log out and log back in for the changes to take effect. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835998535
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.821777344
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.817626834
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