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Setting Up "Act As" Function in Sales Cloud OBIEE

Accepted answer
edited Mar 5, 2020 6:46PM in Reporting & Analytics for Sales 2 comments


Requirement for Sales Manager to "Act As" direct reports when pulling certain reports in OBIEE


I have a request for Sales Managers to be able to log into OBIEE as one of their sales reps so they can together talk over performance metrics that the sales rep sees. I've seen some documentation regarding adding an additional table to define users and roles, but is this option only for on-premise systems and not cloud setups?

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