User Roles and Projects in the Business Analyst web app

With the December 2016 update to the Business Analyst (BA) web app, users now need a Publisher or Administrator role to use the BA web app most effectively. This update introduces a Projects-based structure to help manage and organize your data more efficiently. All your content will be stored in a Project, and to create a new Project you must have a Publisher or Administrator role. If you currently have a User role, we highly recommend that you request your ArcGIS Administrator to grant you a Publisher role.

This blog explains different experiences that different roles will have when they login to the app after the release:

Experience for users in ‘Publisher’, ‘Administrator’, or ‘Custom roles with publishing privileges’ 

  1. Login to the BA web app -> View the new Home tab -> Click the Maps or the Reports tab.
  2. Users will be prompted to a slideshow on introduction to the new projects structure. The slideshow helps them understand what projects are and how they help users.
  3. At the end of the slideshow, users are given two choices: Import Items Now or Get Started without Importing. Depending on the choice, below are the next steps users will go through.
(Please note that users don’t need to worry about their existing content (sites, reports, layers etc.). All their work is saved in the system. It just needs to be migrated to the new project structure so users can continue using them in the app.)
 

If users select Import Items Now, they will be presented with an import dialog that helps them select some or all items from their existing content, preview how it will be organized in the new project structure, and import them. The dialog also includes link to a help documentation page to learn more about the import process.

The import process could take a few minutes depending on how much content a user has.

Once imported, select the project created in the import process and work as usual.

If users select Get Started without Importing, they will be presented with the Projects interface. Please note that users can always import their existing content later as well.

Click the Add New Project button to create a new project.

Creating a project might take a few moments. The progress dialog includes link to a help documentation page to learn more about projects.

Select the project created and work as usual.

Experience for users in ‘User’ or ‘Custom roles with no publishing privileges’

  1. Login to the BA web app
  2. Right after logging in, users will be prompted by the below message. The message tells them about the new projects structure, helps them understand that they need additional privileges, and suggests they contact their ArcGIS administrator.

3. Users can click OK and view the Home tab. Clicking the Maps or the Reports tab will show them the Projects interface.

(Please note that users don’t need to worry about their existing content (sites, reports, layers etc.). All their work is saved in the system. It just needs to be imported to the new project structure. Users need publishing privileges to access and run the import process.)

 

4. Clicking the Shared Projects tab will show the below interface. Shared Projects tab is empty because no projects have been shared with the user yet. Once a project is shared with the user, they can work in a shared project and use the BA Web app but with some limitations. We highly recommend that users request their ArcGIS Administrator to grant them a Publisher role to fully use the BA web app.

Please note that if an ArcGIS administrator is concerned about increased credit consumption due to granting publishing privileges, they can control that by configuring credits for users. ArcGIS Online provides an option of putting a limit on how many credits a user can consume. The ArcGIS administrator can also create a project and share it with the users who have no publishing privileges. Those users can work in a shared project and use the BA Web app but with some limitations.

Learn more about user role permissions and projects.

Please contact Esri Support if you have further questions.

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