Reporting Roles

Detail permissions for the Nimbus Power BI Report.

NOTES

🔎Roles described in the table below have access to Historical Sessions summarized in a Nimbus Power BI Report Template. 

✅ When Setting Up Power BI and connecting to the OData Feed (e.g. via the Report Template or other means), any of the user roles below are required. The Organization Unit of the connecting user account determines, which service and user data will become available in the data query.

 

🔎Legend: Create, Read, Update, Delete, Execute

Historical Session & User Data1 Tenant Administrator4 User Supervisor Service Supervisor4 Team / Service Owner Team Owner Limited
Unified Sessions2 R   R R R
Service Sessions2 R   R R R
User Sessions2 R   R R R
Transfer Sessions2 R   R R R
User States    R      
Service Session Aggregates3 R   R R R
User Session Aggregates3 R   R R R
User State Aggregates3   R      
Direct Call Data R R      

1 All data is built from the Nimbus Reporting Model.
2 Refer to Nimbus Reporting for an overview of available Session Types.
3 Refer to Data Aggregation.
4 Note that only the Tenant Administrator and Service Supervisor and can access Reporting Data of Deleted Services, as no other User is associated to access the OData Feed anymore.

Learn more…

INC Reporting Data Access after Service Deletion

☝️Data Access after Service Deletion

INC Preview Feature

This feature is in PREVIEW and may not yet be available to all customers. Functionality, scope and design may change considerably.

💡Preview Note: Deleted Service data access is currently restricted to “Tenant Administrators”. The “Service Supervisor” access described below is being rolled out gradually to all customers. We will inform about this via the Release Notes.


Deleting a service does not immediately erase its reporting history. Within the data retention period described in our Whitepaper documents, that service's past sessions stay available through the OData Feed (and any Nimbus Power BI Template reports built on it) – but only to users whose permissions still apply.

🤔 Which Nimbus Reporting session data1 stays available?

  • Service Sessions
  • Unified Sessions
  • User Sessions (service-related)
  • Transfer Sessions

🤔 Who keeps access to data from deleted services? 

Access after deletion is decided by the Organization Unit (OU) that owned the service at the moment it was deleted:

  • Tenant Administrator – always keeps full visibility.
  • Service Supervisor – keeps access to the deleted service's historical sessions for as long as they remain responsible for that OU.
  • Service Owner / Team Owner (Limited)lose access once the service is deleted. Their access is tied to the service itself, so when the service no longer exists, neither does their visibility of it.

💡 Good to know

  • 1 Session related data such as Tags, Codes, Callers, Transfer targets are also included.
  • Permissions for a deleted service can no longer be changed – visibility stays permanently tied to the OU that owned it at deletion.
  • If that OU is later deleted as well, only the Tenant Administrator can still see the data, and this cannot be reassigned.
  • When the data retention period ends, the session data is removed for everyone.
 

 

 
 

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