Privileges List: Rel. 6.1.3 and beyond

Privileges define WHAT FUNCTIONS a Group or Regular or Power User can perform in Metric Insights.  

An Admin can find the list of Privileges using the path Admin > System > Privileges.  When a Metric Insights instance is created for a customer, an Admin may select which Privileges are to be allowed and whether or not a Power User can assign each Privileges to a Group to which the user has Edit Access.

The table below provides some additional information about a Privilege, including:

  • Its hierarchy (Standalone, Parent or Child)
  • Whether or not the Privilege can only be granted to a Power User
  • The Grouping to which the Privilege belongs
  • Whether or not an Admin can edit the Privilege's settings

Edit a Privilege

Admin > System > Privileges > edit icon

  1. Click the Edit icon on a row of any Privilege that is not a Parent
  2. Include:  Determines whether or not the instance should allow this Privilege to be assigned
  3. PU Can Assign:  Set to control whether or not a Power User can assign to a Group if the Power User has the Privilege him/herself
  4. [Save]

Privilege list

NAME DESCRIPTION HIERARCHY USER TYPES GROUPING EDIT ICON
Access Full Notification Schedule Editor Provides access to the full Notification Schedule editor to add Dependencies and apply other Advanced settings Parent of Allow Power Users to grant Notification Schedule Edit Access to any User or Group PU ONLY Power User Content Security N
Access Projection View Metric Viewer shows calculated future values; i.e., "Projections" Standalone Both RU and PU Viewer Access Y
Access Statistical View Metric Viewer shows Standard Deviation plotted against results trend line Standalone Both RU and PU Viewer Access Y
Add Annotation Add explanatory text to data points on Metric or Report Charts Standalone Both RU and PU Collaboration Y
Add Comments Allows users with at least View Access to an element to attach Comments to the element or its associated Collaborative Items Standalone Both RU and PU Collaboration Y
Add Expert Analysis to any element Add Expert Analysis to any Metric or Report, not just those that User owns Standalone Both RU and PU Collaboration Y
Add Expert Analysis to only those elements of which User is the Owner Restrict User's ability to add Expert Analysis to only those elements of which User is the Owner Standalone Both RU and PU Collaboration Y
Add New Favorites Add new Favorites, maintain settings/content and rename the Favorites folder Standalone Both RU and PU Collaboration Y
Allow Power Users to grant access to Portal Pages, Templates and/or Layouts and as well as to a Portal Page or Asset Folder to any User or Group Expand Power User's authority to allow granting access to Portal Pages, Templates and/or Layouts as well to a Portal Page or Asset Folder to any Power User or Group when a Power User has Edit Access to the object Child of Manage Portal Page Assets PU ONLY Power User Content Security :Y
Allow Power Users to grant Announcement access to any User or Group Expand Power User's authority to allow granting Announcement access to any User or Group Child of Create Announcements PU ONLY Power User Content Security Y
Allow Power Users to grant Category access to any User or Group Expand Power User's authority to allow granting Category access to any User or Group Standalone PU ONLY Power User Content Security Y
Allow Power Users to grant Custom Field Section Edit Access to any Power User or Group Add new Custom Field Sections, maintain settings/content and grant Edit Access to Groups of which User is a member and with other Users in those Groups Allow Power Users to grant Custom Field Section Edit Access to any Power User or Group E Power User Content Security
Allow Power Users to grant Data Collection Trigger access to any User or Group Expand Power User's authority to allow granting Data Collection Trigger access to any Power User or Group with the "Create Data Collection Triggers " Privilege Child of Create Data Collection Triggers PU ONLY Power User Content Security Y
Allow Power Users to grant Data Dependency access to any User or Group Expand Power User's authority to allow granting Data Dependency access to any Power User or Group with the "Create Data Dependencies" Privilege Child of Create Data Collection Triggers PU ONLY Power User Content Security Y
Allow Power Users to grant Data Source access to any User or Group Expand Power User's authority to allow granting Data Source access to any Power User or Group with the "Create Data Sources" Privilege Child of Create Data Sources PU ONLY Power User Content Security Y
Allow Power Users to grant Dataset access to any User or Group Expand Power User's authority to allow granting Dataset access to any User or Group Child of Create Datasets PU ONLY Power User Content Security Y
Allow Power Users to grant Dimension access to any User or Group Expand Power User's authority to allow granting Dimension access to any User or Group Standalone PU ONLY Power User Content Security Y
Allow Power Users to grant Element access to any User or Group Expand Power User's authority to allow granting Element access to any User or Group Standalone PU ONLY Power User Content Security Y
Allow Power Users to grant Email Template access to any User or Group Expand Power User's authority to allow granting Email Template access to any Power User or Group when a Power User has Edit Access to the Template Child of Create Email Template PU ONLY Power User Content Security Y
Allow PowerUsers to grant JavaScript Chart Template access to any Power User or Group Expand Power User's authority to allow granting JavaScript Chart Template access to any Power User or Group when a Power User has Edit Access to the Template Child of Create JavaScript Chart Template PU ONLY Power User Content Security Y
Allow Power Users to grant KPI Alert Rule Edit Access to any Power User or Group Expand Power User's authority to allow granting KPI Alert Rule access to any Power User or Group that has the "Create KPI Alerts” Privilege Child of Create KPI Alerts PU ONLY Power User Content Security Y
Allow Power Users to grant Managed Alert Workflow access to any User or Group Expand Power User's authority to allow granting Managed Alert Workflow access to any Power User or Group with the "Create Managed Alert Workflows" Privilege Child of Create Managed Alert Workflows PU ONLY Power User Content Security Y
Allow Power Users to grant Notification Schedule Edit Access to any User or Group Expand Power User's authority to allow granting of Notification Schedule Edit Access to any Power User or Group Child of Access Full Notification Schedule Editor PU ONLY Power User Content Security Y
Allow Power Users to Share Folders with any User or Group Expand Power User's authority to allow sharing of Folders with any User or Group Child of Create Folders PU ONLY Folder Management Y
Allow Power Users to subscribe or grant Burst Access to any User or Group Expand Power User's authority to allow subscribing or granting Permissions to a Burst to all Groups or Users Child of Create Bursts PU ONLY Power User Content Security Y
Assign Category with View Access to Elements/Datasets Allows Power User to assign a Category to which user has View Access to a new element/Dataset or edit an existing element/Dataset (to which user has Edit Access) that uses the Category Standalone PU ONLY Power User Content Security Y
Build Portal Pages Using HTML Allows user to access Portal Page HTML to which he has edit access Child of Create Portal Pages PU ONLY Power User Content Security Y
Certify an element and reassign its Category via API Allows a user WITHOUT Edit Access to an element to certify it and to move the element into another Category via API. The User is required to have View Access to both the element and the new Category. Standalone Both RU and PU Personal Settings Y
Click thru to External Visualization via link Allows a user, with at least View Access to External Reports and External Content, to click through to the associated external tool or webpage via a link. Standalone Both RU and PU Collaboration Y
Create Announcements Allows Power User to access the Announcement list page and to manage Announcements that this user creates or to which user has Edit Access. User can associate Elements to which Power User has Edit Access and grant Edit Access to the Announcement to Groups that the PU has Permission to Edit or to which User belongs and to individual members of those Groups Parent of "Show Announcements on Homepage" PU ONLY Power User Content Security N
Create Bursts Add new Bursts, maintain settings, subscribe others and, if a Power User, grant access to the Burst. Limit Burst subscriptions and Permissions to Groups that the PU has Permission to Edit or to which User belongs and to individual members of those Groups Parent ofAllow Power Users to subscribe or grant Burst Access to any User or Group Both RU and PU Personal Settings N
Create content by joining Datasets (SQL) Add and manage objects with data sourced from a Dataset that uses the Data Source "Datasets (SQL)" Standalone PU ONLY Power User Content Security Y
Create content using CSV Files Add and manage objects with data sourced from CSV Files Standalone PU ONLY Power User Content Security Y
Create content using Datasets Add and manage objects with data sourced from a Dataset that uses a Data Source other than "Datasets (SQL)" Child of "Create Shared View" PU ONLY Power User Content Security Y
Create content using Existing Metrics Add and manage objects with data sourced from Existing Metrics Standalone PU ONLY Power User Content Security Y
Create content using Existing Reports Add and manage objects with data sourced from Existing Reports Standalone PU ONLY Power User Content Security Y
Create content using Single Report Add and manage objects with data sourced from a Single Report Standalone PU ONLY Power User Content Security Y
Create Custom Field Sections Add new Custom Field Sections, maintain settings/content and grant Edit Access to Groups of which User is a member and with other Users in those Group Parent of Allow Power Users to grant Custom Field Section Edit Access to any Power User or Group PU ONLY Power User Content Security Y
Create Data Collection Triggers Add and manage Data Collection Triggers Parent of Allow Power Users to grant Data Collection Trigger access to any User or Group PU ONLY Power User Content Security N
Create Data Dependencies Add and Manage Data Dependencies Parent of Allow Power Users to grant Data Dependencies access to any User or Group PU ONLY Power User Content Security N
Create Data Sources Add and manage Data Sources Parent of Allow Power Users to grant Data Source access to any User or Group PU ONLY Power User Content Security N
Create Datasets Add and manage Datasets Parent of Allow Power Users to grant Dataset access to any User or Group and Create Public View PU ONLY Power User Content Security N
Create Email Templates Provides access to the Email Template list pages with active Name links to the Editors of Email Templates that the user created or to which user has access Parent of Allow Power Users to grant Email Template access to any Power User or Group PU ONLY Power User Content Security N
Create External Report Type Allows a Power User to add a new External Report Type Standalone PU ONLY Power User Content Security Y
Create Favorites Add new Favorites and maintain settings and content Child of Modify My Settings Both RU and PU Personal Settings Y
Create Folders Add new Folders, maintain settings/content and share only with Groups that the PU has Permission to Edit or to which User belongs and to individual members of those Groups Parent of Allow Power Users to Share Folders with any User or Group Both RU and PU Personal Settings N
Create FTP Connections Add and Manage FTP Connections Standalone Both RU and PU Collaboration Y
Create Global Documents Allow Power Users to Create Global Documents Standalone PU ONLY Power User Content Security Y
Create Governed Tags Allows Power User to access the Tag Type list page, create/manage Tag Types that this user creates, and assign an icon Chid of Create Tags PU ONLY Power User Content Security Y
Create Groups Add and Manage Groups but prevent adding of new All Access Groups Standalone PU ONLY Power User Content Security Y
Create high frequency schedules Allows user to add and manage minute and hourly Notification Schedules Standalone Both RU and PU Collaboration Y
Create JavaScript Chart Templates Provides access to the JavaScript Chart Template list page with active Name links to the Editors of JavaScript Chart Templates that the Power User created or to which user has Edit Access Parent of Allow Power Users to grant JavaScript Chart Template access to any Power User or Group PU ONLY Power User Content Security N
Create KPI Alerts Add new KPI Alerts and maintain settings/content. Power Users may grant Edit Access to Groups of which Parent of Allow Power Users to grant KPI Rule Edit Access to any Power User or Group Both RU and PU Other Access N
Create Managed Alert Workflows Add new Managed Alert Workflows, maintain settings/content and share only with Groups that the PU has Permission to Edit or to which User belongs and to individual members of those Groups Parent of Allow Power Users to grant Managed Alert Workflow access to any Power User or Group PU Only Power User Content Security N
Create Shared View Create Shared View Parent of Create content using Datasets PU Only Power User Content Security N
Create Slideshow Add and manage content of a Slideshow Standalone PU ONLY Power User Content Security Y
Create Tags Allows Power User to access the Tags list page and create/manage Tags that this user creates Parent of Create Governed Tags PU ONLY Power User Content Security
Create/Edit Portal Page Layouts Allows user to manage Portal Page Layouts to which he has edit access Child of Create Portal Pages
NOTE: "Build Portal Page...using HTML" is also granted when this Privilege is added if user does not already have it.
PU ONLY Power User Content Security Y
Create/Edit Portal Page Templates Allows user to manage Portal Page Templates to which he has edit access Child of Create Portal Pages
NOTE: "Build Portal Page...using HTML" is also granted when this Privilege is added if user does not already have it.
PU ONLY Power User Content Security Y
Create/Edit Portal Pages Allows user to see Portal Page list for pages that user has edit access Parent of other Portal Page Privileges PU ONLY Power User Content Security N
Delete Collaborative Items and Remove Announcement Associations Provides ability to delete Comments, Expert Analysis, and Annotations as well as remove Announcement associations from elements, tiles or charts to which the Power User has Edit Access Standalone PU ONLY Power User Content Security Y
Download CSV and Excel Data Allows Regular and Power Users to download Dataset, Metric and Report information and data from the associated Viewer Standalone Both RU and PU Personal Settings Y
Enable/Disable Chart Preview Determine whether or not a preview of an Element will be opened when its Tile is clicked on the Homepage Child of Modify My Settings Both RU and PU Personal Settings Y
Login as Regular User Group Members to review content Allows a Power User to login as a Regular User Member of Groups that the User created or for which the User has been assigned as a content reviewer Standalone PU Only Power User Content Security Y
Manage Portal Page Assets Allows Power User to upload, delete and/or modify Images, CSS, or JavaScript assets used in Portal Pages and grant access to these assets or Asset Folders to Groups that the PU has Permission to Edit or to which User belongs and to individual members of those Groups Parent of "Allow Power Users to grant access to Portal Pages, Templates and/or Layouts and as well as to a Portal Page or Asset Folder to any User or Group" PU ONLY Power User Content Security N
Manage User Access Requests Allows a Power User to process access requests for Elements that he can edit Standalone PU ONLY Power User Content Security Y
Modify My Settings Display the User's Personal menu (identifiable by name) and allow User to manage settings to which access has been granted via Privileges; e.g., My Notifications, My Alerts, My Favorites, My Settings, My Mobile Parent of Privileges in Personal Settings Grouping Both RU and PU Personal Settings N
Modify Un-saved Changes Behavior Request that a confirmation dialog box appears when navigating away from an Editor with unsaved changes Child of Modify My Settings Both RU and PU Personal Settings Y
Receive Expired Element Digest Request that Expired Element Digests be sent via email Child of Modify My Settings Both RU and PU Personal Settings Y
See User Emails when sharing Expose User email address in addition to first/last or username when User is sharing an Element from its Viewer Standalone Both RU and PU Collaboration Y
Set Homepage Alert/Annotation Rules Modify the existing settings that control how often Alert and Annotation icons are cleared from the Homepage Child of Modify My Settings Both RU and PU Personal Settings Y
Set Homepage Refresh Frequency Modify the refresh frequency of the Homepage in milliseconds Child of Modify My Settings Both RU and PU Personal Settings Y
Show Announcements on Homepage Power User can set the Announcement Editor option that allows it to be displayed on the Homepage Child of Create Announcements PU ONLY Power User Content Security Y
Show Lineage Icon in Search and on Viewers Allows users to access Lineage diagram in Search and on Element and Dataset/User Map Viewers Standalone Both RU and PU Collaboration Y
Sort Categories Allows Power Users to sort Categories on the List page as well sort a Category’s children (Sub-Categories) on its Editor. In addition to this privilege, the Power User must also have Edit access to the Category. Collaboration PU ONLY Collaboration Y

In the table above, if the EDIT ICON shows "Y",  an Admin can edit the Privileges.  Parent Privileges cannot be edited.