Spend Visibility Header

Spend Visibility Tutorial:
Users and Roles

Spend Visibility, powered by Amazon QuickSight, allows you to quickly discover purchasing insights and analyze purchasing goals through interactive, visual, out-of-the-box dashboards. It is available for Business Prime Small, Medium, and Enterprise plans.

 

When using Spend Visibility, you will either be a reader or an author. A reader can view all dashboards, set favorites, and filter or drill down into dashboard data. An author can do all this plus create new dashboards and analyses.

 

In this tutorial, you'll review and assign coworkers to the reader and author roles. Note that only Amazon Business administrators can assign coworkers to roles. Also, the number of authors and readers you can assign is based on your Business Prime plan. See the Spend Visibility detail page for more information.

Step 1: Access Business Analytics from your Amazon Business account

From the Amazon Business home page, hover on the Account menu drop down to view a list of options. Under Account Details, select Business Analytics.

Spend Visibility Users and Roles Tutorial Step 1

Your account drop down

Step 2: View current Spend Visibility roles

Once Business Analytics opens, select Assign who can access Spend Visibility located in the Spend Visibility card.

Please note: You must be in the admin role to access Spend Visibility user settings.

Spend Visibility Users and Roles Tutorial Step 2

Business Analytics

Step 2a: Assign Spend Visibility roles

Alternatively, you can access Spend Visibilty roles from the Business Settings page. Click on Spend Visibility roles located in the Members card on the Business Settings page.

Spend Visibility Users and Roles Tutorial Step 3

Business Settings

Step 4: Review and assign user role

On the Spend Visibility roles page, click on the Assign roles drop down located on the right side of the page and select Author or Reader.

If you already have roles assigned, you will see the option to assign roles only if there are unassigned spots available.

Spend Visibility Users and Roles Tutorial Step 4

Spend Visibility roles

Step 5: Email ID

Once the correct role has been selected, you will be prompted to enter the user’s email ID. 

The user assigned to the role should already be part of the Amazon Business account.

 

Spend Visibility Users and Roles Tutorial Step 5

Email ID list

Step 6: Confirm role

After entering the user’s email address, click on Add author.

The button will say Add reader if you are adding a reader role.

Spend Visibility Users and Roles Tutorial Step 6

Assign role

Step 7: Assigned role confirmation

After assigning the user to the designated role, you will receive the confirmation text in this image and see the user added in the profile.

Spend Visibility Users and Roles Tutorial Step 7

User and role confirmation

Congratulations!

 

Now you know how to add users to Spend Visibility and change their roles. To learn about other things you can do with Spend Visibility, check out the resources below.

Spend Visibility Resources

  • Tutorial

    Add filters to dashboards

    Add an order date, group, and category filter to your Spend Visibility Procurement dashboard to create a Q1 report for office products.

    Start tutorial
  • Tutorial

    Access dashboards

    Learn where to find your Spend Visibility dashboards and navigate to the out-of-the-box Procurement Dashboard.

    Start tutorial
  • Customer Story

    State of Utah

    “We can look at one of our Spend Visibility dashboards that we get with Business Prime, and almost immediately know whether or not somebody is going outside of the procurement code."

     

    Chris Hughes, Director, State of Utah Division of Purchasing & General Services

    Read story