Help & DocumentationSystem AdministrationControlling Access within Metric Insights ElementsGrant Power Users Element Edit Access via Element Ownership

Grant Power Users Element Edit Access via Element Ownership

Each element must have a Business and Technical Owner. It is a memo field only except that there are a few functions that identify the owner of an element, including  User Editor > Elements tab where the grids have columns identifying an element owned by the user, the and selection of elements to include in a Collaborative Digest.  In addition, when searching the element List Page and filtering by "Owner", either the Technical or the Business Owner selected will be used to find the elements meeting the search criteria.

BUSINESS OWNER:

Making either a Regular or a Power User the Business Owner of any Element provides NO View Access to the element or any other Permissions.  It is a memo field only except that there are a few functions that identify the owner of an element, including Element list filter, User Editor > Elements tab, and selection of elements to include in a Collaborative Digest.  When searching the element List Page and filtering by "Owner", either the Technical or the Business Owner selected will be used to find the elements meeting the search criteria.

An Admin or a Power User who has Edit Access to the element may assign any User to become the Business Owner of an element.

TECHNICAL OWNER:

The following rules apply

  • Regular User cannot be a Technical Owner
  • In Versions 4.2 and beyond, a Power User designated as the Technical Owner receives Edit Access to the element including Use Access to the element's Configurable Data Source; i.e., the Element's tile has an Edit icon on the Power User's Homepage ONLY IF the Power User also:
    1. Has Edit Access to the element's Category (Release 5.3  through 6.2.2; beginning  in 6.2.3, Category access is not required.)
    2. Inherits or is directly granted Dimension access as well as at least one Dimension Value permission
    3. Has been granted the associated Create Content Privilege for associated non-configuration sources and Permission to View any Source element(s)
    4. Has been granted View Access to the source Dataset If the element is created from a Dataset (new in Version 5.0)
  • The Admin or Power User that creates an element automatically becomes the Technical Owner.
  • Until Rel. 6.3.0 , only an Admin was able to change this setting because the field was hidden from the Power User
    • In 6.3.0 and subsequent releases, a Power User can update the Technical Owner setting
      • The the same security that is applied to the object when a Power User grants Permissions also affects assignment of the Technical Owner:
        • If the Power User does not have Extended Security Privilege for the object, the drop-down list only includes all Admins and Power User members of Groups to which the Power User belongs or has Edit Access
        • With Extended Security, the Power User may designate any Admin or Power User as the Technical Owner
    • If the Technical Owner setting of an element created by a Power User is changed to another Admin or Power User, a warning message is received to advise that the Power User will no longer have View or Edit Access to the element

Effective in Release 6.2.3, the constraint that required Category access in order to View or Edit an individual Element has been removed.  This applies to the Power User TechnicalOwner as well as a Power User who creates an element or has received explicit View or Edit Access to an element.

1. Access the Element Editor's Ownership settings

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 element's Creator.  
    1. The Creator can choose another Business Owner from all users contained in the drop-down list.
  2. Technical Owner: Defaults to the Administrator or Power User who created the element. Another Technical Owner can be selected from the drop-down list, following the rules that apply in Rel 6.3.0 and beyond.

2. Technical Owner Edit Access

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:
    1. Access to the Dimension and all of its Dimension Values for this element only 
    2. Permission to use the element's Data Source as a fetch method for other elements, Events, and Dimensions.
  4. Clicking OK grants element Edit Access to the Power User designated as the element's Technical Owner and also grants Use Access to the element's Configurable Data Source.