Turning On Analytics

This article shows how to give Analytics access to your team members.

Both Brokers and Carriers are eligible to access Analytics, which is available across all Analytics tiers.

The Analytics feature in Rose Rocket provides valuable insights into your business operations, helping you monitor performance, identify trends, and make data-driven decisions. Here is a comprehensive list of the reports available through Analytics.

How it Works

Only admin users have the authority to grant access to the Analytics feature for team members who need it. Follow these steps to turn on the Analytics feature:

1. Go to Settings.

2. Under Organizational Settings, click on Users, Roles, Groups.

3. Select the desired team member.

4. In the data panel, click on the 'No' button for Advanced Analytics.

5. Toggle on Enable Advanced Analytics.

6. Click on the 'Apply' button to save this change.

Click through the interactive video below for a step-by-step guide.

Best Practices

• Grant Proper Access: Only provide analytics access to relevant team members.
• Confirm User Roles: Ensure you have the necessary admin permissions to enable Analytics.

FAQs

Why can't I toggle on Advanced Analytics for some users?

Access is determined by the user's role within the organization. Only users in the Admin, Manager, or Operations roles have permission to use this feature.