Granting Power User Access to Dimension

In Metric Insights, Power Users have to be granted specific Permissions to be able to view and edit a Dimension. This article describes the steps an Administrator should take to give the Power User View and Edit access to a Dimension

Category Creation Privilege

The Privilege to create a new Dimension is granted to every Power User by default. An Administrator doesn't have to give the PU additional Privileges or Permissions for her to be able to create a new Dimension.  The PU who created the Dimension automatically receives Edit Access to it.

Granting View Access

Power Users need View Access to at least one of the Dimension Values to receive Edit Access to the Dimensioned Element. The Permission can be given from the Category Editor and from the User Editor.

A Power User can get access to the Dimension individually or inherit it from the Group he/she is a member of. For more details about granting View Access to the Group, check the Assigning Privileges and Permissions to the Group article.

Give Permission from Dimension Editor

Access Content > Dimensions and click the necessary Dimension Active Name link to open the Dimension Editor

  1. Go to Access tsb
  2. [Manual Permissions]
  3. [+New User Access To Dimension]
  4. User: Select the Power User to whom access is granted
  5. Can edit: Leave the "No"option
  6. Scope of access: Select either to give PU access to all the Dimesion Values or some separate ones
  7. [Save]
  8. [Close]
Give Permission from the User Editor

Access Admin > Users & Groups and click on the PU's Active Name link to open the User Editor

  1. Go to the Dimension tab
  2. [+Dimension To User]
  3. Dimension name: Select the Dimension from the dropdown list
  4. Can edit: Leave the default "No" option
  5. Scope of access: Select either to give PU access to all the Dimension Values or some separate ones
  6. [Save]

Granting Edit Access

Edit Access permits a Power User to open the Dimension Editor, edit the Dimension and see the Dimension in the Dimensions list that is available by opening the Dimensions entry in the Content menu. With Edit Access to the Dimension, the Power User receives Edit Access to all its Dimension Values.

A Power User can get access to the Dimension individually or inherit it from the Group he/she is a member of. A Power User can grant access to the Dimension to Power Users who are members of the same Group or the ones the PU has edit access to.

The Permission can be given from the Category Editor and from the User Editor.

Give Permission from Dimension Editor

Access Content > Dimensions and click the necessary Dimension Active Name link to open the Dimension Editor

  1. Go to Access tsb
  2. [Manual Permissions]
  3. [+New User Access To Dimension]
  4. User: Select the Power User to whom access is granted
  5. Can edit: Select "Yes"option
  6. [Save]
  7. [Close]
Give Permission from the User Editor

Access Admin > Users & Groups and click on the PU's Active Name link to open the User Editor

  1. Go to the Dimension tab
  2. [+Dimension To User]
  3. Dimension name: Select the Dimension from the dropdown list
  4. Can edit: Select "Yes" option
  5. [Save]

Parent/Child Security Logic

Security can be granted to a Child Dimension in the same manner as any other Dimension, or may be inherited based on Permissions granted at the Parent level. If the Admin grants a User access to a Dimension that has children, grandchildren or other generations, the user receives cascading access to all the Dimension's descendants in the family tree.

Allowing the PU to Grant Dimension Access to Any User or Group

By default, a Power User can only grant Dimension access to members of the Group(s) to which this Power User belongs. To expand the PU's authority, grant him/her the "Allow Power Users to grant Dimension access to any User or Group" Privilege.

Access Admin > Users & Groups and click on the PU's Active Name link to open the User Editor

  1. On the Info tab scroll the page to the Privileges section
  2. [+Privilege To User]
  3. Filter the list by "dimension"
  4. Find the "Allow Power Users to grant Dimension access to any User or Group" Privilege and select the checkbox
  5. [Save]

You are done. Great job!