×

    Filters

    Didn't find what you were looking for?

    Extend your Search in Community

    Questions?

    We're always happy to help with questions you might have. Contact Us

Results

User Administration

   Journey Analytics Previously known as Transact Insights.  |   Analytics  |  v5.1 & Higher This feature is related to v5.1 and higher.

This information is intended for Journey Manager Administrators who have permission to edit Spaces, Organizations, and Roles for other Journey Manager user accounts.

Journey Analytics User Roles

Two user roles are available for Journey Analytics

User Role Definition

Transact Insights User

User accounts with this role have access to all analytics features and functionality of Journey Analytics.

Transact Insights Administrator

User accounts with this role have access to all analytics features and functionality of Journey Analytics.

They also have access to the administrative capabilities that globally affect all users; the ability to add, edit and delete Global Filters.

Assigning Journey Analytics User Roles

To grant access to Journey Analytics, assign one of the Journey Analytics user roles to an existing Journey Manager user account.

For more information on adding the Journey Analytics user roles, see assigning roles to a User Account. If the user is a new Journey Manager user, see creating a User Account.

Organization and Space

To grant access to Journey Analytics, you also need to assign the Transact Insights space to the user’s account in Journey Manager.

Without access to this space, login to the Insights Web Application will be unsuccessful.

The Journey Analytics user can then access all forms in the Organization(s) they have access to in Journey Manager.

Access Journey Analytics

Journey Analytics can be accessed in two ways:

  • Via the Journey Manager Web Server https://<ManagerServerName>/Insights
  • From the Journey Manager menu bar.