Help & DocumentationControlling Access within Metric Insights Elements[User Access] Checklist for granting Edit Access to an Element

[User Access] Checklist for granting Edit Access to an Element

In order to grant a Power User Edit Access to an Element, make sure that a Power User has the required Privileges and Permissions.  Reference the following sections cover Data Source and Dimensioned elements requirements:

  1. Permission to use the element's Configurable Data Source (SQL / Plugin)
  2. Dataset-related Privileges and Permissions
  3. Non-configurable Data Source Privilege and source element Permissions
    • Privilege to Create Content using  CSV file
    • Privilege to Create Content using Existing Metrics and Single Report as well as access to the source element(s)
    • Privilege to Create Content using Existing Reports

4.  Access to the Dimension and at least one Dimension Value if the element is Dimensioned

1. Element Sourced from a Configurable Data Source (SQL / Plugin)

If the element is sourced from a SQL database or Plugin, the Power User is automatically granted Permission to use the element’s Data Source.

To learn more about Configurable Data Sources, refer to: Understanding Data Sources.

2. Elements sourced from Datasets

2.1. Dataset-related Privileges

Power User must have the following Privileges:

  • Create content using Datasets
  • Create Dataset

To assign these privileges to the Power User:

  1. Open the User Editor > Info tab
  2. In the Privileges section click [+ Privilege to User]. The pop-up opens.
  3. Select required Privileges from the list

Save your selection to confirm your action.

2.2. Dataset Data Access

Power User must have View Access to the source Dataset:

To grant a Power User at least View Access to the Dataset:

  1. Access the User Editor > Datasets tab
  2. Click [+ Dataset access to User]. The Add Dataset Access to User pop-up opens.
  3. Choose the required Dataset from the Name field
  4. Set Power User can edit dataset to 'no' since only View Access is required; however, Edit Access may be granted, giving the Power User Access to all data in the source Dataset even if a User Map has been applied.

Save your selection to confirm your action.

2.3. Source Dataset with User Map

This requirement is relevant only if an User Map is applied to a Dataset.

The Power User must either have:

  1. Edit Access to the Dataset, thus receiving access to all Dataset's Data
  2. At least one entry in any related User Map for this Power User

For more details refer to: Create an User Map and Apply an User Map to a Dataset.

3. Non-configurable Data Source requirements

A non-configuable Data Source may require a Privilege and/or Permissions to make it possible for the Power User to edit the related element.

To learn about the nature of Non-Configurable Data Sources, refer to: Understanding Data Sources.  

3.1. CSV file

Power User must have the following Privileges if the element is sourced from a CSV file or entered manually:

  • Create content using CSV files

To assign these privileges to a User:

  1. Open the User Editor > Info tab
  2. In the Privileges section click [+ Privilege to User]. The pop-up opens.
  3. Select required Privileges from the list

Save your selection to confirm your action.

3.2. Existing Metrics and Reports

If the element is sourced from one of the following, the Power User must have its Privileges and/or Permissions as described below:

Existing Metrics

  • Privilege granted on the User Editor: Create content using Existing Metrics
  • Power User will automatically be granted View Access to the source Metric(s).

Existing Reports:

  • Privilege granted on the User Editor: Create content using Existing Reports
  • Power User is not required to have View Access to the source Report(s).  

Single Existing Report:

  • Privilege granted on the User Editor: Create content using Single Existing Report
  • Power User must have View access to the source Report given at User Editor > Elements tab > [+ Element access to User].

Aggregate Metric

  • No Privilege is required.
  • Power User will automatically be granted View Access to the source Metric.

Multi-Metric:

  • No Privilege is required.
  • Power User will automatically be granted View Access to the source Metric(s).

 

4. Dimensioned Elements

If the element is dimensioned, the Power User must be granted View access to at least one Dimension Value of the Dimension associated with the element or to all Dimension Values. Note: If Edit access is given to one dimension, Power User will get View access to all dimensions.

For more details refer to: Assign Power User Edit Access to Dimensions

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