Create a User Map
The Dataset creator can grant access to the specific slices of data (rather than the entire Dataset) to various Power Users and Regular Users. This is done via a User Map.
Refer to Dataset Security Model to have a clear understanding of what Privileges and Permissions users should have to work with Datasets and how to grant them.
What is a User Map?
Look at the picture below:
- All Data / Dataset: Contains the all the data available to create elements. In this example, it consists of 3 columns of data (country, channel, total order volume)
- User Map: Allows you to grant Users access to limited amount of rows. It must contain a column with usernames and specific values in the Dataset columns to filter it down to the relevant subset. User map splits up the result set with ALL information and sends different mappings to the right users.
In this example we restrict access of Power or Regular users to specific Countries. If we apply this User Map to a specific Dataset, all these users will not see the Dataset with ALL values available there and each of them will see this Dataset differently according to the User Map restrictions. The same rules apply to elements created from this Dataset.
In the example below, both Country AND Channel would be mapped to the Dataset in order to further restrict which results should be available to each user.
1. Access Admin > Datasets > User Maps tab
At the bottom of the page click [+ New User Map].
2. [Info tab] Define the basics
- Create a unique and descriptive Name for your User Map
- Save and proceed to the Data tab to define user access
3. [Data tab] Fetching / Uploading data: CSV file example
- Data Source: Select the method of collecting the data for User Map. In this example we show how to upload data via 'CSV or Excel file'. If you choose this value from the drop-down list, next, click Load data below this field and define a date for which you are adding data to the Dataset.
- The Load From File pop-up opens.
- Confirm that the Delimiter character is the same as in your CSV file
- Click Browse and select the CSV file containing your data from your local machine. This file must contain a column with usernames and a column (or several ones) with parameters to which respective users may have access.
- Click Load
3.1. Successful upload
If the file data is successfully processed:
- A Dataset Columns table with respective values is displayed below
- Validation Rows Preview section displaying the values uploaded pops up at the bottom of the screen
- Dataset User Name Field: select the name of the column which lists usernames in this field