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App customization for administrators

Community Analyst can be customized to optimally serve the organization and end user needs.

Note:

You must be an administrator to perform the steps in this guide. The Organization section under Preferences in Community Analyst and the capability to create and manage roles in ArcGIS Online, are only available to users with an administrator role.

Customize the look of the application

The following workflow will help you customize the look of the application so as to represent your organization's branding— for example, consider a scenario where your organization's work includes researching sites and acquiring those sites that meet certain criteria. Community Analyst users in your organization will typically have one of two profiles:

  • Acquisition managers who primarily view maps, create sites, and run reports.
  • Market researchers who perform analyses and create and setup custom data and report templates for others in the organization to use.

Tip:

You can add your own logo, change the app title, and apply a theme color by clicking the Preferences Click to open Preferences Icon in the top right to open the dialog.

Preferences icon

As an ArcGIS Online administrator in your organization, the following steps will enable you to:

  • Customize the look of the application to better align with your organization’s branding.
  • Create new custom roles for your organization’s typical user profiles and assign the new custom roles to users in your organization.
  • Customize the workflows, reports and infographics available for each role, to improve the experience of Community Analyst for the two types of users.
  • Customize the default attributes included when creating new projects, to specify site attributes relevant to your organization, and eliminate repetitive steps.

  1. Navigate to Preferences > Organization > App Theme.
    App Theme options
  2. To change the look of the application, select the Customize the app theme checkbox.

    There are the checkboxes you can select to quickly change the look by using your ArcGIS organization's theme color, app title, and app logo.

  3. Click the Theme color option to choose a theme color and in the App title field, enter a custom title.
  4. Click Browse to upload a custom logo.
  5. When done, click Save.
  6. Your customized theme will be visible when you refresh the app and will be applied to all Community Analyst users in your organization.

Create custom roles and assign users

You will now create two new custom roles for your organization’s typical user profiles and assign the new custom roles to users in your organization.

  1. Go to ArcGIS Online and click Sign In.
    ArcGIS Online Sign In
  2. Enter your Username and Password and click Sign In.
    ArcGIS Online Sign In
  3. Navigate to Settings > Roles. Click Create Role.
    Create role
  4. In the Role Name field, type Acquisition Manager. Enter a description in the Description field.
    Add role
    In the Select a role or template on which to base the new role menu, select Publisher.
    Select Publisher

    This role to use as the base for the new Acquisition Manager role you are creating, since a Publisher or Administrator role is needed to fully use Community Analyst.

    The new role will initially have all the ArcGIS Online privileges of the Publisher role. You will not need to modify anything else here, as you will later use the Organization tab under Preferences within Community Analyst itself.

  5. Click Save Role.
    Save Role

    The Notice dialog will appear, confirming that the new role was successfully created.

    Notice dialog

    Repeat the above steps to create a second new role, Market Researcher.

    Create Market Researcher role
    Now that the new custom roles have been added, you will assign one of them to a user in your organization.

  6. Click on the Members tab. For the desired user, under the Role column, click the arrow to bring up the list of roles. Select Acquisition Manager.
    Invite members

    The user is now assigned the new custom role of Acquisition Manager.

    New role as Acquisition Manager

    You can similarly assign either of the new custom roles to other users in your organization.

Customize Community Analyst for the new custom roles

You will now customize Community Analyst for the two new roles created. Customization streamlines and improves the experience of the app and helps optimize your organization's credit usage by enabling only the workflows, reports, and infographics that different users in your organization need.

  1. Sign in to Community Analyst with your administrator account, and click the Preferences Click to open Preferences icon.

    You will notice that your custom App Theme logo, title, and color are applied.

    Preview Acquisition Manager role
    Since acquisition managers create sites, view maps, and run reports, they do not need access to Suitability Analysis (an analytical workflow) or workflows to add data or build reports.

  2. Deselect the Add Data checkbox, the Build Reports checkbox, and the Suitability Analysis checkbox.
    Deselect workflows
  3. To see how the app will appear to a user who is assigned this role, click Preview Role.

    The app will open in a new browser window with this role applied. You will see that under the Maps tab, the Add Data tab is not present.

    Preview role

  4. To save the changes for this role, Click Save.

    Now you will select the Market Researcher role. Users with this role can build custom reports and infographic templates, add custom data and layers, and perform suitability analysis. They access sites created by Acquisition Managers to perform analyses but are unable to create their own sites. You will diisable the workflows that are not needed.

  5. Deselect the Define Areas for Reports checkbox, and the Comparison Reports checkbox.
    Deselect Market Researcher workflows
  6. Click Reports and Infographics then click the Classic reports tab.
    Deselect Satellite reports
  7. Deselect the following reports:
    • Site Map on satellite Imagery - 0.4 Miles Wide
    • Site Map on satellite Imagery - 0.8 Miles Wide
    • Site Map on satellite Imagery - 1.6 Miles Wide
  8. Click the Infographics tab and deselect the At Risk Population checkbox.
    Deselect At Risk Population report
  9. Click Save.

    All the updates you made to the Market Researcher role, across all tabs, are now saved.

Customize default project attributes

By default, any new project includes building area, site area, frontage, and parking as site attributes. If your organization uses additional or a different set of attributes-for example, rent, floors, or visibility score, they would need to be added every time a new project is created. To avoid repeating those steps and eliminate the possibility of errors, you can customize a set of default attributes to meet your organization's needs.

  1. Click through to Preferences > Organization > Project Attributes.
  2. Select the Customize the default project attributes for the organization option.
    Project Attributes
  3. You are able to perform the following:
    • Click Add attribute to add an attribute.
    • Rename an existing attribute by moving the pointer over it and clicking the Edit Rename an attribute icon.
    • Delete an attribute by clicking the Delete Delete an attribute icon.
    • Use the Set validation menu to specify the valid values for an attribute— for example, rent may be from 500 to 500000 while number of floors may range from 1 to 150.

    For detailed steps on customizing the default attributes, including setting parameters for validation, see Create Project. Use that as a reference to familiarize yourself with the different variables types and associated options for validation.