M3 Analytics user groups

M3 Analytics is delivered with predefined user groups that restrict the user’s access to models, reports, and dashboards.

M3 Analytics provides these standard groups:

  • Distribution industry

    M3A Administrators, M3A Finance, M3A Procurement, M3A Production, M3A Quality Management, M3A Sales, and M3A Warehouse

  • Equipment industry

  • M3A Administrators, M3A Equipment, M3A Finance, M3A Procurement, M3A Production, M3A Rental, M3A Sales, and M3A Warehouse

  • Fashion industry

    M3A Administrators, M3A Finance, M3A Procurement, M3A Production, M3A Quality Management, M3A Sales, and M3A Warehouse

  • Food and Beverage industry

    M3A Administrators, M3A Finance, M3A Procurement, M3A Production, M3A Quality Management, M3A Sales, and M3A Warehouse

  • Manufacturing industry

    M3A Administrators, M3A Finance, M3A Procurement, M3A Production, M3A Quality Management, M3A Sales, and M3A Warehouse

This table shows the custom subject areas, folders, and dashboards that a user belonging to a user group can access. To modify the security settings for each group, see the Birst Online Help.

Group Has access to
M3A Administrators

Custom Subject Areas:

Default Subject Area, M3A Equipment, M3A Finance, M3A Procurement, M3A Production, M3A Quality Management, M3A Rental, M3A Sales, and M3A Warehouse

Folders:

  • Collection
  • Sales, and these subfolders with reports: Sales Analysis, Delivery Performance, and Guided Ad Hoc
  • Production, and this subfolder with reports: Operation Analysis
  • Equipment, and these subfolders with reports: Equipment Profitability and Warranty Claims
  • Rental, and this subfolder with reports: Rental Utilization
  • Finance, and these subfolders with reports: Credit Management Performance, Finance Key Ratio, Stock Valuation, AR Operational Metrics, Invoice Accuracy, and AP Operational Metrics
  • Quality Management, and this subfolder with reports: Quality Management
  • Warehouse, and this subfolder with reports: Stock Transaction Statistics
  • Procurement, and these subfolders with reports: Procurement Analysis, Purchase Order, and Quality Inspection

Dashboards:

  • In Sales: Sales Delivery Performance, Sales Analysis Ad Hoc, and Sales Manager – Margin
  • In Production: Production Manager
  • In Equipment: Warranty Claim Manager and Fleet Manager
  • In Rental: Rental Manager
  • In Finance: Balance Sheet, Income Statement, Key Ratio, Stock Valuation, Credit Manager, Accounts Receivable Operational Metrics, and Accounts Payable Operational Metrics
  • In Quality Management: Quality Manager
  • In Warehouse: Warehouse Management
  • In Procurement: Supplier Performance, Purchase Manager, and Procurement Quality Inspection

Users can view and modify dashboards, reports, and folders. All group permissions listed in Creating a new group or adding users to a group are available.

M3A Equipment

Custom Subject Areas:

M3A Equipment

Folders:

Equipment, and these subfolders with reports: Equipment Profitability and Warranty Claims

Dashboards:

In Equipment: Warranty Claim Manager and Fleet Manager

Users can view dashboards and browse the dashboard folders. They cannot create new dashboards nor modify any existing ones.

M3A Finance

Custom Subject Areas:

M3A Finance

Folders:

Finance, and these subfolders with reports: Credit Management Performance, Finance Key Ratio, Stock Valuation, AR Operational Metrics, Invoice Accuracy, and AP Operational Metrics

Dashboards:

In Finance: Balance Sheet, Income Statement, Key Ratio, Stock Valuation, Credit Manager, Accounts Receivable Operational Metrics, and Accounts Payable

Users can view dashboards and browse the dashboard folders. They cannot create new dashboards nor modify any existing ones.

M3A Procurement

Custom Subject Areas:

M3A Procurement

Folders:

Procurement, and these subfolders with reports: Procurement Analysis, Purchase Order, and Quality Inspection

Dashboards:

In Procurement: Supplier Performance, Purchase Manager, and Procurement Quality Inspection

Users can view dashboards and browse the dashboard folders. They cannot create new dashboards nor modify any existing ones.

M3A Production

Custom Subject Areas:

M3A Production

Folders:

Production, and this subfolder with reports: Operation Analysis

Dashboards:

In Production: Production Manager

Users can view dashboards and browse the dashboard folders. They cannot create new dashboards nor modify any existing ones.

M3A Quality Management

Custom Subject Areas:

M3A Quality Management

Folders:

Quality Management, and this subfolder with reports: Quality Management

Dashboards:

In Quality Management: Quality Manager

Users can view dashboards and browse the dashboard folders. They cannot create new dashboards nor modify any existing ones.

M3A Rental

Custom Subject Areas:

M3A Rental

Folders:

Rental, and this subfolder with reports: Rental Utilization

Dashboards:

In Rental: Rental Manager

Users can view dashboards and browse the dashboard folders. They cannot create new dashboards nor modify any existing ones.

M3A Sales

Custom Subject Areas:

M3A Sales

Folders:

Sales, and these subfolders with reports: Sales Analysis, Delivery Performance, and Guided Ad Hoc

Dashboards:

In Sales: Sales Delivery Performance, Sales Analysis Ad Hoc, and Sales Manager – Margin

Users can view dashboards and browse the dashboard folders. They cannot create new dashboards nor modify any existing ones.

M3A Warehouse

Custom Subject Areas:

M3A Warehouse

Folders:

Warehouse, and this subfolder with reports: Stock Transaction Statistics

Dashboards:

In Warehouse: Warehouse Management

Users can view dashboards and browse the dashboard folders. They cannot create new dashboards nor modify any existing ones.