Enabling access to Agile Research for Experience Cloud users

For users to have permission to access Agile Research via the Application switcher, they must be assigned a role with the 'View Agile Research' reporting permission.

Note: Agile Research is available to use within all of the user's assigned roles as long as at least one of those roles has the 'View Agile Research' permission assigned.

Assigning users the 'View Agile Research' permission

There are several options to assign users the View Agile Research permission.

Using an existing role (recommended)

This option is recommended as it requires no Professional Services hours.

Experience Cloud Admins can add the 'View Agile Research' permission to any existing role. This allows all users that have that existing role assigned to them to have access to Agile Research.

Important: Admins must have the 'Manage Roles" administrative permission assigned to them to add the 'View Agile Research' permission to a role.

Creating a new role

If customers want to add new users who do not have existing access to Experience Cloud for Agile Research, it is recommended that they create a new role that can access only Agile Research. The following are available options to create a new role in Agile Research:

  • Install the new Agile Research Role BPP. This BPP creates a new role that has only the 'View Agile Research' permission applied and nothing else. Additionally, this role has the new landing page in Experience Cloud that includes an Agile Research demo video and links to supporting documentation and resources.

    Tip: You can assign this new role to any members from your organization who want access to Agile Research but previously have not had access to Experience Cloud.
    To install this BPP, contact your Medallia Professional Services or Partner team to submit an App Install request in the Knowledge Center.

  • Experience Cloud Admins can create a new role manually in Admin Suite and apply the 'View Agile Research' permission.

Admins can manually assign users to a new role or use an Auto Importer to assign access via SSO or an automated user file. If using an Auto Importer, work with your Medallia Admin Team (this may require up to approximately 20 hours for Professional Services).