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For Admins

Admin Portal Pages

Page Name

Description

Overview Page

Overview table displays:

  • Username and Email Details

  • Which datasets can users access.

  • Which Groups do users belong to (rollover group icon to reveal detail).

Groups

Note

Datasets created from an Analytics Cloud dataset cannot be shared via Groups in Admin Portal. To share datasets created from Analytics Cloud, see Share Dataset.

Left menu: Shows a list of all groups the user can access. At the bottom of the menu, select +Create New Group.

The Group overview pane on the right shows the selected Group Name, then its Members, and Assigned Datasets.

Use +Add New Member to add a member to a group.

Use +Assign Access to Dataset to manage access to datasets.

Datasets

Use +Add a New Dataset to create a new dataset.

Note

Data can now be imported from Analytics Cloud and provides a greater range of connection options, a streamlined ingestion experience, improved dataset scheduling options, and more. See Import Data from Analytics Cloud.

It is recommended that new datasets are imported from Analytics Cloud and not via Auto Insights Admin Portal.

Left menu: Lists all the datasets that the user has access to.

The dataset overview pane on the right displays the name of the selected dataset, and then:

  1. A snapshot of data ingestion progress (not shown for datasets created via Analytics Cloud).

  2. Access Overview shows a summary of groups with access to the dataset (not shown for datasets created via Analytics Cloud).

  3. Panels to configure Underlying Data and Playbooks with your own data, if enabled for your workspace.

Feature Access

Enable and Disable specific features for your workspace.

Admin Portal Access Levels

When logged into the Admin Portal, your role type is displayed next to your login name at the top right.

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