# Edit Role

The Role Editor lets Portal Administrators create and make changes to roles.

This topic discusses:

New Role
Role Members
Capabilities
User Properties
Global Filters

Click Finish after you are done configuring the following:

New Role

Type the name of the new role or make changes to the name of an existing role.

Role Members

Perform one of the following:

- Click Add to launch the Select Role Members dialog box, which lets you select one or more portal groups or users to add to the role.
- To remove one or more portal groups or users from the role, select the portal groups or users, then click Remove.

Capabilities

Setting | Description
Export User Details Report | Select the check box to grant the role the capability to export user level data from reports. User level data is exported into an .xls file that can be used with Microsoft Excel. By default, this check box is cleared. Not all reports allow exporting of user level data.
Select All/Top/Bottom Options | Select the check box to grant the role the capability to use the All/Top/Bottom display options. The reports that include these display options are: Summary Metrics - Pages, Community Metrics - Traffic, Community Metrics - Response Time, Portlet Metrics - Usage, Portlet Metrics - Views, Portlet Metrics - Response Time, Other Metrics - Documents, Other Metrics - Projects, Other Metrics - Content Items. When a role is not granted the capability to select All/Top/Bottom options, the role must choose one community or project; the option that is available depends on the report. By default, this check box is cleared.
Application Write | Select the check box to grant the role the capability to add, modify, and remove roles.
View Portal Document Related Data | Select the check box to grant the role the capability to view the Other Metrics - Documents report, as well as view document details in the Other Metrics - Search report. By default, this check box is cleared.

User Properties

Check or clear the boxes next to the portal user properties that you want to be available or unavailable in the User Property drop-down list, which appears in the Grouping By and Filter By areas of each report. You can click Select All and Clear All to save time.

Note: For new Analytics installations, you must run the User Property Sync Job before assigning user properties to any roles. The User Property Sync Job exists in the Analytics Jobs subfolder within the Analytics subfolder of the Admin Objects directory.

Global Filters

Global filters can be used to restrict which events are included in a report. For example, you can create a filter that excludes the user accounts of the company executives from reports so that other users cannot view the executives' portal activity. Filters can be grouped by filter sets, and you can require that any or all filters in a filter set be met for a filter set to be applied. When a user views a report in the Analytics Console or an Analytics portlet, the results are restricted by all filter sets that have been applied to all roles to which the user is assigned.

To create a new global filter set:

1. Click Add to create a new filter set.
2. In the Filter Set Editor, select the event type to which the filter set applies. Select All Events if you want this filter set to be applied to all events.
3. Click Next.
4. (optional) Type a name for the filter set in the Filter Set Name box. If you do not specify a name for the filter set, Analytics sets a name based on the filters in the filter set.
5. Select All if you want to exclude an event from reports only if all filters in the filter set are true for the event. Select Any if you want to exclude an event from reports if any filter in the filter set is true for the event.
6. To create a filter:

1. Select a dimension on which to filter. The dimensions available depend on the type of event you selected on the previous page.
2. Select a property of the dimension on which to filter.
3. Select a comparison operator for the filter.
4. Specify the value you want to filter by.
5. Click Add to add the new filter to the filter set.

7. Repeat the previous step as many times as is necessary to create the filter set.
8. To remove a filter from the filter set, select the filter and click Remove.
9. After you have finished configuring the filter set, click Save. You are returned to the Role Editor.

Related Topics:

- Runtime Settings
- Security Settings
- Partition Settings
- Event Registration

To display the page associated with this help topic:

1. Click Administration.
2. From the Select Utility drop-down list, click Analytics Administration.
3. Under Edit Object Settings on the left, click Security Settings.
4. Perform one of the following:

- Click Add to create a new role.
- Click the name of an existing role to edit that role.