User role assignment requests should primarily be used to add new users to the ETM or extend permissions (for cover or preparation for a role change). This type of request consists of a User Role and a Territory Assignment. This impacts what is visible and editable in SFDC and Incent (a sales tool for commissions), visible in Cognos, visible in Tableau and whether or not forecasting permissions are granted for IBM Planning Analytics (formerly known as TM1).

Direct roles give forecasting access, while indirect roles do not give forecasting access (click here to find out which are the direct and the indirect roles). Moreover, users assigned to a territory would have access to the accounts in the territory in relation to the objects listed below:

_{* If the owner of the UC in an opportunity is not the owner of the sold-to as well or the owner of the opportunity itself, then he can only view the opportunity and he does not have any edit rights.}

‍

Find out more on the edit/ read access rights related to ETM roles here.

‍

Since December 2020, the users are automatically added to iLists based on their role. Here you can learn how Access & Permissions work in Tableau.

As RSO, if you need to identify whether a user should be able to access a Tableau Dashboard, use the following links:

‍