Help & DocumentationControlling Access within Metric Insights ElementsGrant Users Element View and Dimension Access via Element Ownership

Grant Users Element View and Dimension Access via Element Ownership

Each element must have a Business and Technical Owner.

BUSINESS OWNER:

Making either a Regular or a Power User the Business Owner of any Element provides NO View Access to the element or access to its Dimension/Values (if any).

TECHNICAL OWNER:

The following rules apply

  • Regular User can not be a Technical Owner
  • In Versions 4.2 and above, a Power User designated as the Technical Owner receives Edit Access to the element; i.e., the Element's tile has an Edit icon on the Power User's Homepage ONLY if
    1. Power User inherits or is directly granted Dimension access as well as at least one Dimension Value permission AND
    2. Power User has been granted the associated Create Content Privilege for associated non-configuration sources or Permission to use the element's SQL or Plug-in Data Source
    3. If the element is created from a Dataset (new in Version 5.0), the Power User must also be granted View access to the associated Dataset
    4. Changes from prior Versions: A Power User designated as the Technical Owner received full Edit Access to the element;
  • A Power User that creates an element automatically becomes the Technical Owner and may not change this setting since the field is hidden from the Power User
  • If an Admin changes the Technical Owner setting of an element created by a Power User, a warning message is received that the Power User will no longer have View or Edit Access to the element
  • The Power User may assign any User to become a Business Owner of an element that he/she creates

1. Access the Element Editor's Ownership settings

  1. Open the Advanced tab
  2. Review ownership settings for Business owner and Technical owner

NOTE: When a NEW element is created:

  1. Business Owner: Defaults to the primary system Administrator configured for your instance of Metric Insights. You can choose another Business Owner from the drop-down list.
  2. Technical Owner: Defaults to the Administrator or Power User who created the element (If a Power User is the creator, the setting is hidden). An Administrator can choose another Technical Owner from the drop-down list.
  • If you access an existing element, the contents of these settings reflect the most recent entries made/saved

2. Technical Owner Edit Access

  1. Assign a Power User to be the Technical Owner of a Dimensioned Element with a configurable Data Source
  2. Click Save and Preview
  3. A Warning message appears granting the Power User immediate Edit Access to the element as well as: access to the Dimension and all of its Dimension Values for this element only as well as Permission to use the element's Data Source as a fetch method for other elements, Events and Dimensions.
  4. Clicking OK grants Edit Access to the Power User designated as the element's Technical Owner