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We want to educate our users as to what license they have.  This would be value add when one person is trying to delegate permissions to another.  If the delegatee can see they have a Team Member (or Time Reporter Only) license they could then identify that they will not be able to perform RM or PM tasks...or we would educate them that they need to look at that first when trying to cross train. 

Just curious if anyone else has found a need/desire to inform their individual users of the license they have and how you may have done that. 

 

Thanks,

Pam

NASCO

Hi Pam,

I had a very similar use case with one of the customers I worked with in the past. There aren’t any out-of-the-box reports or tiles that users can use for this, but since you can create new role-based defaults for each role type, you could set up a separate tile (these could be illustrations, images, or canvas elements) to explain what features are available for each role.

We’ve used something similar in our process tiles, for example, explaining how to create a portfolio, what dashboards can be used within a portfolio, etc.

Once the picture is ready, you can just upload it to Content Management and reference it in the tile. Here’s an example:

SELECT pe.ppl_code ,( CASE WHEN pe.code22 = '2298' THEN '<img src=" root]/ContentManagement/readdoc.asp?id=105">' WHEN pe.code22 = '4028' THEN '<img src=" root]/ContentManagement/readdoc.asp?id=110">' ELSE '<img src=" root]/ContentManagement/readdoc.asp?id=105">' END ) AS "content_image"
FROM ip.planning_entity pe
WHERE pe.planning_code IN (eFILTER])
 

Alternatively, you could build similar logic in Power BI, but that would require some additional filtering. I’ve always found it a bit unfortunate that users can only see what they have access to. As you mentioned, it’s easy for them to miss the role limitations when delegating tasks to others.

Bests, 

Michal 


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