Requirements
Multi-tenant SaaS platform 
| Single-tenant SaaS platform | On-premises platform 
To start gathering metrics, you must deploy Experience policies.
Open Experience as a user with the Experience Administrator role, navigate to the User Engagement page, and click the Deploy button, even if you are not intending to implement any surveys in your environment, or you have not deployed 1E Client.
Endpoint Automation does not need to be configured to enable Experience Analytics, nor do any Endpoint Automation policies need to be created. For customers that are not using Endpoint Automation in their environment, the Deploy button in Endpoint Automation must be clicked one time to allow Experience Analytics policies to be deployed and enabled on the devices.
Users and Groups
An account or group that is a 1E user is required with the following 1E roles applied, depending on what you want to do with Experience Analytics. These roles do not have to be assigned to the same 1E user. Enabling (deploying) Experience Analytics policies in Endpoint Automation is a one-time task that should be performed before using Experience Analytics.
|
User role |
Description |
|---|---|
|
Experience User |
To use Experience Analytics, view Survey responses, and view Metrics. |
|
Experience Administrator |
To use Experience Analytics, manage, assign, and deploy Engagements (Surveys and Announcements), and manage Metrics. |
|
Experience Engagement Assigner |
To assign Engagements to Management Groups. (It does not allow the use of Experience Analytics.) |
|
Guaranteed State Administrator |
You must assign this role to initially deploy a policy to clients so that they report information back to Experience Analytics. |