Licensing (Discover)

About XM Discover Licensing

A Studio license determines which permissions and data access level can be granted to a user.

Here’s how it works:

• A user may not be granted permissions that are not allowed by the user’s license.
• A user will not inherit permissions from group membership that has more permissions than their license supports.

XM Discover License Types

Out of the box, the XM Discover Analytics platform comes with the following license types (sorted from least to most restrictive):

Studio Permissions by License Type

This table shows a list of permissions that can be granted under each license type.

Updating XM Discover Licensing

1. Sign into Studio.
2. Expand the user avatar menu in the top navigation area.
   
3. Select Users & Groups.
4. On the Users & Groups page, select the Users tab.
   
5. Select the checkboxes under the Actions column to select multiple user accounts.
   
6. Expand the actions menu next to one of the selected user accounts and select Update Licensing.
7. In the Update Licensing window, under New License Type, select the new license type to apply to all selected users.
   
8. You can choose whether to apply the default permissions for the new license type to all selected users (Optional):
   • Select Inherit Default Permissions For This License Type to assign all the default permissions for the new license type to all selected users. This option overrides any permissions the users had before.
   • Deselect Inherit Default Permissions For This License Type to not assign any new permissions and remove the permissions that are not the default permissions for the new license.

     Qtip:

     • If a user had a permission that is not one of the default permissions for the new license, that permission is removed.
     • If a user had a permission that is one of the default permissions for the new license, that permission is retained.
     • If a user didn’t have a permission that is one of the default permissions for the new license, that permission is not assigned.

9. Click Save.

Setting Default License Permissions

You can define which permissions should be granted to new users by default based on the license you apply.

This enables you to:

• Set preferred permission configurations.
• Reduce manual editing of permissions.
• Focus on group administration instead of one-by-one user administration.

How to Set Default Permissions

1. Sign in to Studio.
2. Expand the user avatar menu in the top navigation area.
   
3. Select Account Settings.
4. On the Account Settings page, select the Licensing tab.
   
5. Scroll to one of the following sections that contains the license you wish to modify:
   • Report Consumer
   • Report Creator
   • Activation Lead
   • Configuration Analyst
6. Adjust the default permissions for all new users with a Report Consumer license under the Report Consumer section, for all new users with a Report Creator license under the Report Creator section, for all new users with an Activation Lead license under the Activation Lead section and for all new users with a Configuration Analyst license under the Configuration Analyst
   • Select the permissions that should be granted to new users by default.
   • Deselect the permissions that should not be granted to new users by default.
     
7. Click Select All in the upper-right corner of each of the Report Consumer, Report Creator, Activation Lead and Configuration Analyst sections to select all permissions available within a license (Optional).
   
8. Click Deselect All in the upper-right corner of each of the Report Consumer, Report Creator, Activation Lead and Configuration Analyst To deselect all permissions available within a license click Deselect All to deselect all permissions (Optional).
9. Click Reset All at the bottom of each of the Report Consumer, Report Creator, Activation Lead and Configuration Analyst sections to undo your latest changes and revert to the last saved configuration.
10. Click Restore Default at the bottom of each of the Report Consumer, Report Creator, Activation Lead and Configuration Analyst sections to restore out-of-the-box defaults.
11. Click Update Existing License Type Users at the bottom of each of the Report Consumer, Report Creator, Activation Lead and Configuration Analyst sections to update permissions for all users of a particular license.
    Qtip: This only affects a user’s individual permissions, not permissions obtained via group membership.
    Qtip: This option is unavailable if you have unsaved changes for license permissions.
12. Click Save at the bottom of each of the Report Consumer, Report Creator, Activation Lead and Configuration Analyst sections to save individual license permissions.
    Qtip: Licenses have individual Save buttons.