Help & DocumentationSystem AdministrationControlling Access within Metric InsightsElementsChecklist for Granting Edit Access to an Element (Release 5.2.1 and beyond)

Checklist for Granting Edit Access to an Element (Release 5.2.1 and beyond)

For prior versions, see Checklist for granting Edit Access to an Element (Prior to Version 5.2.1)

Effective in 6.2.3, the constraint that required Category access in order to View or Edit an individual Element has been removed.

When a Group or Power User is granted Edit Access to an Element from one of the following:

  • Group Editor > Elements tab
  • User Editor > Elements tab
  • Element Editor > Advanced tab > Permissions button

The Group and its Power User members or the individual Power User automatically receives:

  • Use Access to the Element's Configurable Data Source
  • The ability to grant Element View or Edit Access to Groups to which the Power User belongs and other members of those Groups.

In order for the Group's or individual Power Users to obtain Full Edit Access to an Element, make sure that Group members or individual Power Users have the other required Privileges and Permissions.  Reference the following sections covering Category, Data Collection Trigger, Non-Configurable Data Source and Dimension requirements:

  1. Edit Access to the Elements Category (This constraint is removed in 6.2.3)
  2. Edit Access to at least one Data Collection Trigger in order to change the Element's existing Trigger
    1. When a Power User creates a new Element, a Trigger is assigned by the system when the Element is saved
  3. Dataset-related Privileges and Permissions
  4. If the Element does not use a Configurable Data Source, access to its non-configurable Data Source Privileges and source Element Permissions
    1. Privilege to Create Content using CSV file
    2. Privilege to Create Content using Existing Metrics and Single Existing Report 
    3. Privilege to Create Content using Existing Reports
  5. Access to the Dimension and at least one Dimension Value if the Element is Dimensioned
  6. View Access Requirements

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

If the Element to which a Power User is explicitly granted Edit Access is sourced from a SQL database or Plugin, the Group and its Power User members or the individual Power User are automatically granted Permission to use the configurable Data Source.

CAUTION:  This Permission is only granted to the Group when given access to an individual Element. It does not apply if Element Edit Access is granted to a Group though Category Edit Access.

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

2. Edit Access to the Element's Category

This constraint is removed in 6.2.3

In order to Edit an Element, the Power User member or individual must have been granted  or inherited Edit Access to the Category in which the Element resides.  This Edit Access can be granted from the Group Editor/User Editor > Elements tab or from the Category Editor > Permissions Button.

3. Access to Change the Element's Data Collection Trigger

In order to Edit an Element, a Group's Power Users or individual Power User do not require access to the Element's Data Collection Trigger.  The Power User may only change the Element's Trigger if he has Use or Edit Access to another Trigger or creates a new Trigger.

4. Elements Sourced from Datasets

If the Element is sourced from a Dataset, the Privileges and Permissions discussed in the sub-sections below are required for Group Power Users or an individual Power User.

4.1. Dataset-Related Privileges

Group or individual Power Users must have the following Privileges:

  • Create content using Datasets
  • Create Dataset

To assign these Privileges to the Power User:

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

4.2. Dataset View Access    

Group Members or individual Power Users must have View Access to the Element's source Dataset:

To grant Group Members or individual Power Users View Access to the Dataset:

  1. Access the Group Editor or User Editor > Datasets tab
  2. Click [+ Dataset access to Group]. The Add Dataset Access to Group or User pop-up opens.
  3. Choose the required Dataset from the Name field
  4. Set the Can edit Dataset option to 'No' since only View Access is required; however, if Edit Access is granted to the Group or individual Power User, its Power Users have access to all Dataset Data even if a User Map is applied to the Dataset.
  5. [Save]
Dataset View Access    

4.3. Element's Source Dataset with User Map

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

Group members or individual Power Users must either have:

  1. Power User members only: Edit Access to the Dataset (inherited from the Group or granted independently), thus receiving access to all Dataset's Data
  2. All members with Dataset View Access: At least one entry in the related User Map for each Group member

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

5. Non-Configurable Data Source Requirements

A non-configurable Data Source may require a Privilege and/or Permissions to make it possible for the Group's Power Users or individual Power Users to edit the related Element.

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

5.1. CSV File

Group or individual Power User members must have the following Privilege if the Element is sourced from CSV:

  • Create content using CSV files

To assign this privilege to a Group:

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

5.2. Existing Metrics and Reports

If the Element is sourced from one of the following, the Group's Power User members or individual Power Users must have the related Create Content Privilege.  The Group or each of the Power Users must have access to the source Element(s) as noted below.

Existing Metrics 

  • Privilege granted on the Group or User Editor: Create content using Existing Metrics
  • Group (or Power Users individually) must have View Access to the source Metric(s) given at Group Editor > Elements tab > [+ Element access to Group or User].

Existing Reports:

  • Privilege granted on the Group or User Editor: Create content using Existing Reports
  • Power Users do not require View Access to the source Report(s).  This is an exception to the component Element View Access requirement.

Single Existing Report:

  • Privilege granted on the Group or User Editor:  Create content using Single Reports
  • Group (or Power Users individually) must have View access to the source Report given at Group Editor > Elements tab > [+ Element access to Group].

Aggregate Metric

  • No Privilege is required
  • Group (or Power Users individually) must have View Access to the all of the source Metrics from which this Element is aggregated, granted at Group Editor > Elements tab > [+ Element access to Group].

Multi-Metric

  • No Privilege is required
  • Group Power Users or individual Power Users individually must have View Access to all of the source Metrics, granted at Group or User Editor > Elements tab > [+ Element access to Group or User].
Existing Metrics and Reports

6. Dimensioned Elements

If the Element is dimensioned, the Group (or Individual Power Users) must be granted access to at least one Dimension Value of the Dimension associated with the Element.

  1. Access the Dimensions tab in Group or User Editor
  2. Select [+ Dimension access to Group or User]
  3. Select the correct Dimension(s) on the pop-up
  4. If you have selected to grant specific Dimension Values, then click [+Dimension Value access to Group or User]
  5. Select one or more of the Dimension Values available for chosen Dimension
  6. [Save]

 

Dimensioned Elements

7. View Access Requirements for any Group Regular or Power User

In order for the Group's  or individual Users to receive View Access to an Element, the following Permissions are required:

  1. If the Element is a Multi-Metric, Aggregate, or a Composite Element: Permission to View source component Elements.
  2. If the Element is Dimensioned: access to at least one Dimension Value of the Dimension associated with the Element or to the whole Dimension.
  3. View Access to the Element's Category. (This constraint is removed in Rel 6.2.3)