As an administrator of your ArcGIS organization, you can configure Business Analyst Web App to serve the needs of your organization and end users. Most configuration options are accessed through the Organization section of the app preferences. These configuration options are only available to users with an Administrator role.
Customize the app theme
You can customize the appearance of Business Analyst Web App to better align with your organization's branding. You can add a logo, change the app title, and apply a theme color. These settings are applied to all Business Analyst users in your organization.
Tip:
You can use your ArcGIS Online organization's shared theme settings for the Business Analyst Web App app theme. To learn more, see Shared theme.
On the app header, click My preferences 
. Expand the Organization section, and click App theme. Check the Customize the app theme check box, and set the following preferences:
| Preference | Description |
|---|---|
Theme color | Click the color swatch to select a color or check the Use my ArcGIS organization's shared theme color check box. |
App title | Provide text in the App title text box and format the text using the options next to the text field. Alternatively, check the Use my ArcGIS organization's name check box. |
App logo | Click Browse, and select and upload an image to use as the app logo, or check the Use my ArcGIS organization's thumbnail check box. |
Your changes appear in the Preview section.
To restore the default settings, click Restore defaults. To save your changes, click Save or click Save and close to close the Preferences window. To view your changes, refresh the app.
Access Business Analyst assistant (preview)
Access to Business Analyst assistant (preview) is administered at the ArcGIS Online organization level.
Note:
For more information about how to use the ArcGIS Online administrator settings, see Configure assistants.
On the app header, click My preferences . Expand the Organization section, and click Assistant (preview). Use the following preferences:
| Preference | Description |
|---|---|
Business Analyst assistant (preview) | In this section, click the Open AI assistants settings in ArcGIS Online hyperlink to open the ArcGIS Online administrator settings. |
Member role settings for Business Analyst assistant (preview) | In this section, click the Open member role settings in ArcGIS Online hyperlink to open the ArcGIS Online administrator settings. |
Set default project attributes and share settings
Project attributes are the fields used to describe sites in a project. For example, if the project is related to real estate, you can use project attributes to keep track of the square footage of buildings and access to parking at the sites. As an administrator, you can view and customize the default project attributes for your organization. You can also control whether project owners can share their projects will all members of the organization.
On the app header, click My preferences . Expand the Organization section, and click Projects. Set the following preferences:
| Preference | Description |
|---|---|
Use the standard project attributes for the organization | Use this option to apply default standard project attributes for the organization. |
Customize the default project attributes for the organization | Use this option to set customized default project attributes for the organization. Do any of the following:
|
Allow organizational sharing | Use this check box to turn organizational sharing on or off. Note:This setting enables or disables sharing projects with everyone in the organization at the same time. This setting does not restrict individual users sharing projects with other individual users. |
or 
.To return to the original default project attributes, select Use the standard project attributes for the organization, and click Save. To switch back to the most recent custom default attributes, select Customize the default project attributes for the organization again.
To permanently erase your custom attribute settings, click Restore defaults. To save your changes, click Save or click Save and close to close the Preferences window.
The project attributes you saved are applied when a new project is created and will be associated with every ring, drive time, and walk time site added to the project.
Customize available workflows based on roles
You can customize the workflows available in the app for different ArcGIS roles, including custom roles you have created. When members of your organization do not need access to all workflows, disabling the unnecessary workflows simplifies and improves their experience. It can also help optimize your organization's use of credits.
On the app header, click My preferences . Expand the Organization section, and click App customization.
Use the Choose role drop-down menu to choose a role and customize the workflows available to it. By default, all workflows in the app are enabled for all roles. Use the check boxes to remove workflows and capabilities from the chosen role. To see how the app will appear to a user who is assigned this role, click Preview role. The app opens in a new browser window with this role applied. To apply preset workflow selections, click the Choose optional preset drop-down menu, and make a selection.
To restore the default settings, click Restore defaults. To save your changes, click Save or click Save and close to close the Preferences window. To view your changes, refresh the app.
Customize available reports and infographics based on roles
You can customize the report and infographic templates available in the app for different ArcGIS roles, including custom roles you have created. When members of your organization do not need access to all reports and infographics, disabling the unnecessary items simplifies and improves their experience. It can also help optimize your organization's use of credits.
On the app header, click My preferences . Expand the Organization section, and click Reports and infographics.
Use the Choose role drop-down menu to choose a role and customize the reports and infographics available to it. By default, all reports and infographics in the app are enabled for all roles. Use the check boxes to remove reports and infographics from the chosen role. To see how the app will appear to a user who is assigned this role, click Preview role. The app opens in a new browser window with this role applied.
To restore the default settings, click Restore defaults. To save your changes, click Save or click Save and close to close the Preferences window. To view your changes, refresh the app.
Choose a layer for guided tours
You can select the layer and country dataset your organization uses for guided tours of the app. The layer you choose will be used to perform certain workflows.
On the app header, click My preferences . Expand the Organization section, and click Guided tours. Set the following preferences:
| Preference | Description |
|---|---|
Country | Use this drop-down menu to select a country or region. |
Browse for layer | Use this option to browse for a layer to be used in some guided tours. Note: When choosing a layer for guided tours, ensure that the layer is marked with both the Web map containing variables |
and the 
icons.To restore the default settings, click Restore defaults. To save your changes, click Save or click Save and close to close the Preferences window. To view your changes, refresh the app.
Customize ArcGIS content options
When users add web maps and layers to a project, they interact with the Web maps and layers window. You can customize the content and options available in this window for members in your organization.
On the app header, click My preferences . Expand the Organization section, and click Add data from ArcGIS. Set the following preferences:
| Preference | Description |
|---|---|
Add new tab on dialog for curated content in a specific group | Use this check box to add a new tab on the dialog box. Use the Select group drop-down menu to choose a group. Optionally, in the Enter tab name text box, provide the name for the new tab. |
Select the content tabs that will appear when adding web maps and layers for your organization | Use the check boxes to select which content tabs will appear when adding web maps and layers for your organization. |
Disable the option to add content by entering a URL or ID | Use this check box to disable the option to add a web map or layer by providing its URL or item ID. |
Filter by map extent | Use this check box to filter the content by the current map extent. |
To restore the default settings, click Restore defaults. To save your changes, click Save or click Save and close to close the Preferences window. To view your changes, refresh the app.
Choose popular variables and lists
Some Business Analyst workflows provide popular variables or lists, allowing the user to choose from a preselected set of variables or points of interest (POI) categories. As an administrator, you can select which variables appear in a Popular variables list and which Popular lists options are available for users in your organization.
On the app header, click My preferences . Expand the Organization section, and click Popular variables.
Choose a workflow, and select the popular variables or featured lists that will appear by default.
To restore the default settings, click Restore defaults. To save your changes, click Save or click Save and close to close the Preferences window. To view your changes, refresh the app.
Color-coded maps
Click the Color-coded maps tab, and do any of the following:
- To add a variable to the list, click Add. Use the data browser to choose a variable.
- To replace a variable, click Replace variable
. - To change the variable's name as it appears to users in the list, click Edit
. - Use the Symbol drop-down menu to choose a different symbol for the variable.
- Use a variable's Options button
to move the list up or down or delete the list. Alternatively, you can drag items to different positions.
Smart map search, suitability analysis, and benchmark comparisons
Click the Smart map search, Suitability analysis, or Benchmark comparisons tab, and do any of the following:
- To create a list, click Add list. Use the data browser to select variables. When you are finished, click Save, and select a name and icon for the list.
- Hover over a list name, and click Edit to change the list's name.
- Hover over a list's contents to view the variables or categories it contains. Click Edit to modify the list.
- Use a list's Options button to move the list up or down or delete the list. Alternatively, you can drag items to different positions.
Void analysis
Click the Void analysis tab, and do any of the following:
- Depending on the country, use the Data source drop-down menu to choose a POI data source and view the categories that use that source.
- To create a list, click Add list, and select variables. When you are finished, click Save, and select a name and icon for the list.
- Hover over a list name and click Edit to change the list's name.
- Hover over a list's contents to view the variables or categories it contains. Click Edit to modify the list.
- Use a list's Options button to move the list up or down or delete the list. Alternatively, you can drag items to different positions.
Log
Tracking organizational changes can be helpful for identifying changes made to settings that affect all users. This is a view-only page that can be refreshed and shows organizational changes by username, update type, and time stamp.
Set organization-wide defaults
As an administrator, you can apply the settings on most Preferences pages as default settings for your organization.
Note:
Setting preferences for the organization will overwrite settings previously saved by any user. A user saving settings will overwrite settings an administrator has previously applied to the organization. The most recent change for a setting, whether saved by the user or applied by an administrator, is reflected as that user's current setting.
To set preferences for your organization, adjust the preferences, and click Set organization-wide defaults. Either click Apply to organization to set all your current settings as the defaults for your organization or click Advanced to set all your current settings as the defaults for your organization.
To clear all organization-wide default settings for the current page, click Clear organization-wide defaults. This restores the most recent settings to all users.
Manage credits
Administrators manage an organization's credit usage. To learn more about credits in ArcGIS Online and how to monitor credit usage, see Understand credits.