Persona-Based Navigation in Workstation

Workstation is an all-in-one tool used by many different personas, such as:

Business User: Consumes reports
Analyst: Creates reports
Data Architect: Creates the data schema
Administrator: Manages and monitors the Strategy environment

With each persona having different responsibilities and utilizing different workflows, Workstation can display a customized interface based on each persona's assigned privileges, starting in MicroStrategy 2021 Update 2.

The table below describes the privileges needed to enable each section of the navigation pane on the Workstation window.

Navigation Pane Section	Required Privileges
Schemas	Requires `Use Architect Editors` to view the Schema section. This provides an overview of the full Strategy schema (lock status, attributes, facts, hierarchies, transformations, and tables).
Objects	At least one of the following privileges is required to display the Objects section. Every object type is listed in the Objects section, but each of the following privileges grant the respective capacity required to use each object's editor: `Use Architect Editors`: Schema Editor `Web use View Filter Editor`: Report Filter Editor `Web use Filter Editor`: Query Filter Editor `Web use Prompt Editor`: Prompt Editor `Use Consolidation Editor`: Consolidation Editor `Use Search Editor`: Search Editor `Use Drill Map Editor`: Drill Map Editor `Use Subtotal Editor`: Subtotal Editor
Content Bundles	`Create and edit content bundles`
Users and Groups	`Create and edit users and groups`
Monitors	The privileges for at least one of the monitors below needs to be fully granted to display the Monitors section: Nodes: `Administer Environment` and/or `Monitor Environment` (`Administer Environment` implies `Monitor Environment`) Services: `Administer Environment` and/or `Monitor Environment` (`Administer Environment` implies `Monitor Environment`) User Connection Monitor: `Monitor Cluster` and `Monitor user connections` Database Connection Monitor: `Monitor Cluster` and `Monitor Database Connection` Cube Cache Monitor: `Monitor Cluster` and `Monitor Cubes` Project Monitor: `Monitor Cluster` and `Monitor project`
Data Sources	Requires all of the following: `Create and edit database instances and connections` `Create and edit database logins` `Create configuration objects`
Certificates	Requires one of the following: `Administer Environment` Monitor Environment
Licenses	Requires one of the following: `Administer Environment` `Monitor Environment`
Scripts	`Use Command Manager`
Applications	`Manage Library Application`
Content Groups	Requires `Manage Content Group` and `Publish Content`
Internationalization	Administrator set of privileges to create and manage Internationalization objects
Migrations	See Assign Privileges to Use Migrations for detailed scenarios

The following sections can be browsed by all users:

Environments
My Library
Projects
Dashboards
Documents
Cards
Reports
Datasets
Subscriptions
Schedules
Resources

For Global Search: Strategy Support must enable cognitive search in the environment before you can use global search. See also Global Search and Search Objects.