Help & DocumentationControlling Access within Metric Insights Datasets[User Access] Grant (View / Edit) Access to a Dataset with / without a User Map

[User Access] Grant (View / Edit) Access to a Dataset with / without a User Map

There are two types of User access to a Dataset:

  1. View Access (Regular / Power Users).  A User receives Permission to access all Dataset's Public Views and download data from them. For more details refer to: Create a Dataset View To view the elements created from this Dataset, users should have Permissions granted from the respective element Editors.
  2. Edit Access (Power Users only). 

You can grant a User view or edit access to a Dataset from 2 places in the system:

  • Dataset Editor
  • User Editor

NOTE: All options are described in this article.

Additionally, User access to a Dataset can be inherited from the Group membership. For more details refer to: [Group Access] Grant (View / Edit) Access to a Dataset with a User Map

1. Access Group OR Dataset Editor

User Editor
  1. Access Admin > Users > choose a required Regular or Power User from the list > open a Group Editor > Datasets tab
  2. In the Datasets sections click [+Dataset access to User]. The pop-up opens.
  3. Category: Optional. You can limit the choice of Datasets by selecting a specific Category it belongs to. By default, "ALL" Categories are selected in this field.
  4. Name: Choose the Dataset to which the access should be given.
    • Regular User: Save your entry. Regular Users have no available Privileges for editing system elements - they are essentially content consumers. If a User map is applied to this Dataset, see Step 3. If no User Map is applied to this Dataset, View access has been granted to the User. No further actions are required.
    • Power User: Define the type of access (View or Edit) you want to grant to a Power User and for Edit Access follow instructions in Step 2. Additionally, If a User map is applied to this Dataset, see Step 3.
Datset Editor
  1. Access Admin > Datasets > choose Dataset from the list > open Dataset Editor > Advanced tab
  2. Click Permissions. The pop-up opens. Click [+Dataset access to User].
  3. In the opened pop-up select a User from the drop-down list.
    • Regular User: Save your entry. Regular Users have no available Privileges for editing system elements - they are essentially content consumers. If a User map is applied to this Dataset, see Step 3. If no User Map is applied to this Dataset, View access has been granted to the User. No further actions are required.
    • Power User: Define the type of access (View or Edit) you want to grant to a Power User and for Edit Access follow instructions in Step 2. Additionally, If a User map is applied to this Dataset, see Step 3.

2. Edit Access is applicable to Power Users only

Edit Access Checklist
  1. Power User can edit Dataset: select 'yes'.
  2. Save.

Next:

  • Grant access to the Dataset's Data Source.
  • If a User map is applied to this Dataset, see Step 3.

Grant access to the Data Source of this Dataset

If the Data Source is SQL / Plugin

If the Data Source of a Dataset is a SQL Database or Plugin connection Profile, you should add a Permission to use this Data Source in its Editor.

  1. Access Dataset Editor > Data tab
  2. In the Data Source field click the Gear icon. You are going to be redirected to the Data Source Editor
  3. At the upper right corner of the Data Source Editor click Permissions. The pop-up opens.
  4. Click [+ New Power User to Data Source]. In the opened pop-up choose a User from the drop-down list.
If the Data Source is CSV file

If the Data Source is CSV file, you should add a Privilage to use this kind of Data Source to a User.

  1. Access a User Editor:  Admin > Users > choose a required Power User from the list > open a User Editor > Info tab
  2. In the Privileges section click [+Privilege to User]
  3. Choose Create content using CSV Files Privilege

3. Optional. If a User Map is applied to a Dataset

Add a User to a User Map
  1. Access Dataset Editor > Access tab
  2. In the User Map field click an Eye icon. You are going to be redirected to the User Map Viewer.
  3. At the upper right corner of the screen click the Gear icon to access the User Map Editor.
  4. Access User Map Editor > Data tab. Add those a User to a User Map and define what data he should have acces to.

 

Tip: How do I know whether a User Map is applied to a Dataset?

Access Dataset Editor > Access tab

Access mode:

  • user has access to all rows: no User map has been applied to a Dataset. To learn how to do it, refer to: Create a User Map and Apply a User Map to a Dataset
  • only specified rows: a User map was applied to this Dataset. To go to a User Map Editor (for example, to add more Users), click an Eye icon in the User Map field below.

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