Administer Business Analyst

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.

To customize the app theme, complete the following steps:

1. On the app header, click My preferences .

   The Preferences window appears.

2. Expand the Organization section and click App theme.
3. Check the Customize the app theme check box.
4. Customize the app's appearance by doing any of the following:

   • Click the Theme color swatch to choose a different color value or check the Use my ArcGIS organization's shared theme color check box.

   • Type text in the App title field or check the Use my ArcGIS organization's name check box. You can format the text using the options next to the text field.

   • 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.

5. To restore the default appearance settings, click Restore defaults.
6. 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 (Beta)

Access to Business Analyst Assistant (Beta) is administered at the ArcGIS Online organization level.

To access assistant settings for your organization, do the following:

1. On the app header, click My preferences .

   The Preferences window appears.

2. Expand the Organization section and click Assistant.
3. Click the Open AI assistants settings in ArcGIS Online hyperlink to open the ArcGIS Online administrator settings.

   For more information on how to use the ArcGIS Online administrator settings, see Configure assistants.

4. Close the Preferences window in Business Analyst Web App.

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 if project owners can share their projects will all members of the organization.

To customize the default project attributes and share settings, complete the following steps:

1. On the app header, click My preferences .

   The Preferences window appears.

2. Expand the Organization section and click Projects.
3. Select Customize the default project attributes for the organization.
4. Optionally, do any of the following:
   • To add an attribute, click Add attribute. Supported field types for attributes are number, text, and date.
   • To remove an attribute, hover over the attribute and click Delete .
   • To rename an attribute, hover over the attribute and click Edit .
   • To specify permitted values or a range of values for an attribute, use the Set validation drop-down menu. If you use Range, set the Minimum and Maximum values. If you use Preset values, set the Value and add a name.
   • To view attribute details, click Expand .
5. Uncheck the Allow organizational sharing option to disable organizational sharing.

   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.

6. To save your changes, click Save or click Save and close to close the Preferences window.

   Note:

   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 and click Save.

   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.

To customize which workflows are available in the app, complete the following steps:

1. On the app header, click My preferences .

   The Preferences window appears.

2. Expand the Organization section and click App customization.
3. Use the Choose role drop-down menu to choose a role and customize the workflows available to it.

   All roles available for your organization in ArcGIS, including custom roles, are listed in the Choose role drop-down menu. By default, all workflows in the app are enabled for all roles.

4. Use the check boxes to remove workflows and capabilities from the chosen role. Optionally, use the Choose optional preset drop-down menu to disable some common combinations of workflows, such as building and running reports, custom data setup, and building reports and custom data.

   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. You can restore the default workflows to this role by clicking Restore defaults.

5. To save your changes, click Save or click Save and close to close the Preferences window.

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.

To customize which reports and infographics are available in the app, complete the following steps:

1. On the app header, click My preferences .

   The Preferences window appears.

2. Expand the Organization section and click Reports and infographics.
3. Use the Choose role drop-down menu to choose a role and customize the reports and infographics available to it.

   All roles available for your organization in ArcGIS, including custom roles, are listed in the Choose role drop-down menu. By default, all reports and infographics in the app are enabled for all roles.

4. Click the Classic reports or Run infographics tab. View the available reports and infographics by doing the following:
   • Click Expand to expand or collapse sections. Shared reports and Standard reports list reports shared with you by others in your organization and all reports available with the app, respectively. Shared infographics and Standard infographics list infographics shared with you by others in your organization and all infographics available with the app, respectively. My reports and My infographics list the content created by you. If the Gallery infographics check box is checked, gallery infographics are listed.
   • Click Search to search for reports and infographics by keyword.
   • Click Refresh to refresh the list.
   • Click View sample to view a sample of a report or infographic.
   • Hover over Info to view more information about a report or infographic.
   • Optionally, change the default categories to display in Run infographics. By default, only Shared infographics and Standard infographics are checked.
5. Uncheck the check boxes next to reports or infographics you want to disable for this 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. You can restore the default reports and infographics to this role by clicking Restore defaults.

6. To save your changes, click Save or click Save and close to close the Preferences window.

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. To customize this setting, complete the following steps:

1. On the app header, click My preferences .

   The Preferences window appears.

2. Expand the Organization section and click Guided tours.
3. Choose a country or region from the Country drop-down menu.
4. Click Browse for layer.

   The Select a layer window appears.

5. Choose a layer to be used in the guided tour for this country or region.

   Note:

   When choosing a layer for guided tours, ensure that the layer is marked with both the Web map containing variables and the Web map layer icons.

   • The Web map containing variables icon indicates that this web map contains variables that you can use to create maps using the color-coded maps and smart map search workflows.

   • The Web map layer icon indicates that this web map contains layers that you can convert into sites.

   To restore the default layer, click Restore defaults.

6. To save your changes, click Save or click Save and close to close the Preferences window.

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.

To customize the options available in the window, complete the following steps:

1. On the app header, click My preferences .

   The Preferences window appears.

2. Expand the Organization section and click Add data from ArcGIS.
3. To customize the Web maps and layers window for your organization, do any of the following:
   • To add a new tab, check the Add new tab on dialog for curated content in a specific group check box. Use the Select group drop-down menu to choose a group. Optionally, in the Enter tab name text box, type the name for the new tab.
   • Under Select the content tabs that will appear when adding web maps and layers for your organization, uncheck any of the check boxes to disable them. By default, all tabs are available.
   • Check the Disable the option to add content by entering a URL or ID check box to disable the option to add a web map or layer by providing its URL or item ID.
   • Check the Filter by map extent check box to filter the content by the current map extent.
4. To save your changes, click Save or click Save and close to close the Preferences window.

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 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.

To choose popular variables and lists, complete the following steps:

1. On the app header, click My preferences .

   The Preferences window appears.

2. Expand the Organization section and click Popular variables.
3. Choose a workflow: Color-coded maps, Smart map search, Suitability analysis, or Void analysis.
4. Optionally, if you chose Color-coded maps, modify the variables that appear in the workflow's Popular variables window. Hover over a variable to see the options. 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 .
   • To reorder the variable list, click Options and choose Move up or Move down. Alternatively, you can drag variables to different positions in the list.
   • Use the Symbol drop-down menu to choose a different symbol for the variable.
   • To delete a variable, click Options and choose Delete variable .
5. Optionally, if you chose Smart map search or Suitability analysis, create lists of variables that appear in the workflow's Popular lists tab. Optionally, if you chose Void analysis, create lists of POI categories that appear in the workflow's Popular lists tab. Do any of the following:
   • If you chose Void analysis, 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. For Void analysis, use the Category drop-down menu to browse and search for data categories. Check the check boxes next to categories to include in the list, and click Done. For Smart map search or Suitability analysis, 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. For long lists, click Show all to view the entire list. Click Edit to modify the list.
   • Use the Symbol drop-down menu to choose a different symbol for 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.
   • If you chose Smart map search, use the Featured lists check boxes to check which featured lists are displayed in the workflow pane.
6. To restore the default variables or lists and delete all items you have added, click Restore defaults.
7. To save your changes, click Save or click Save and close to close the Preferences window.

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, complete the following steps:

1. On the app header, click My preferences .

   The Preferences window appears.

2. Click Expand to open any section and click a Preferences page.
3. Adjust the settings on the page and click Set organization-wide defaults.

   The Set organization-wide defaults window appears.

4. Click Apply to organization to set all your current settings as the defaults for your organization. Optionally, click Advanced and select specific settings you want to apply to the organization, and click Apply to 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.