Access to KPI Composer
Summarize
Summary of Access to KPI Composer
Access to KPI Composer controls whether a user can create, edit, or only view KPI Composer projects, as well as which projects they can access and whether they interact with the underlying records or just the user interface. Access is determined by user roles, assigned responsibilities, and project sharing settings.
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User Roles
There are two primary roles that define access levels:
- KPI Composer Admin (snkpicomposer.admin or admin, paviewer):
- Full access to all KPI Composer components, projects, and records.
- Can share projects and assign responsibilities.
- Can associate indicator and breakdown definitions with Performance Analytics entities.
- KPI Composer User (snkpicomposer.user):
- Can only access projects they have created or those shared with them with appropriate rights.
- Can share or assign responsibility only for projects they create.
- Access is limited to design tabs, artifact properties, indicator and breakdown definitions.
- Cannot add Performance Analytics indicators or breakdowns.
- Additional Performance Analytics roles are required to implement designs.
Responsibility for Projects
Users assigned responsibility for a project have the ability to:
- View and edit the project.
- Share the project or assign responsibility to others.
- Access design elements similar to a KPI Composer user but cannot add Performance Analytics indicators or breakdowns.
This access level is role-independent and focuses on oversight and implementation. Responsible users are designated within project properties by users with edit rights.
Shared Projects
Projects can be shared with two levels of access:
- Edit access: Equivalent to a responsible user or KPI Composer user without requiring a specific role, but does not imply responsibility for project oversight.
- View access: Allows read-only access to project design tabs, artifact properties, and definitions. Users can use search and filter utilities and add journal entries but cannot modify the project.
Practical Considerations for ServiceNow Customers
Understanding these access levels helps you manage KPI Composer projects securely and efficiently by:
- Assigning appropriate roles and responsibilities to control who can create, edit, or view projects.
- Sharing projects with the right access level to balance collaboration and control.
- Ensuring users have necessary Performance Analytics roles to fully implement KPI designs.
By properly configuring access, you can maintain project integrity while enabling effective collaboration and oversight within KPI Composer.
The level of access to KPI Composer determines whether a user can create, edit, or only view a KPI Composer project. It also determines which projects a user can access and whether they can access the underlying records or only the UI.
- User role
- Responsibility
- Access granted during sharing
Role-based access
| Role | Contains | Description |
|---|---|---|
| sn_kpi_composer.admin or admin | pa_viewer |
|
| sn_kpi_composer.user | None |
A user with this role may have access to more projects based on responsibility or on projects being shared with them. |
The appropriate Performance Analytics roles are also necessary to implement KPI Composer designs in Performance Analytics.
Responsibility for projects
- Can view and edit the projects.
- Can share or assign responsibility for the projects.
- Can access only the design tabs, artifact properties, indicator definitions, and breakdown definitions of those projects.
- Cannot add Performance Analytics indicators or breakdowns to the respective definitions.
This level of access is equivalent to what the sn_kpi_composer.user role grants. It is also equivalent to having a project shared with edit rights. Responsibility differs first in being independent of any role. The second difference is procedural, not technical: Responsible users are understood to be in charge of oversight and implementation of the project. Even the creator of a project is therefore not automatically responsible for it.
Responsible users are named in the project properties. Any user with edit rights can name responsible users. For more information about naming responsible users, see Define properties for a project.
Shared projects
Any user with edit rights can share a project. When you share a project, you grant one of two levels of access:
- Edit access
- This level of access is technically the same as the access of a responsible user, or a user with the sn_kpi_composer.user role. The first difference is that no role is required. The second difference is that there is no implication of responsibility to oversee or implement the project.
- View access
- A user with view access can read the design tabs, artifact properties, indicator definitions, and breakdown definitions of the shared project. They can use all viewing utilities, like search and filter. However, they cannot change anything in the project. The only thing they can add is a journal entry.
For more information, see Share a KPI Composer project.