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the action. Edit Role Go to the 3-dot menu on the leftmost side of the role card and select Update

. 3. Select Save to confirm the action. View Role Go to the 3-dot menu on the leftmost side

in the top-right corner and select Administration. Go to the Roles and select Create new button. 4

. ))) 5. Select **Save **to confirm the action. === **Edit Role** === 1. Go to the 3-dot menu on the leftmost side of the role card and select **Update.** [[image:image-20230420154728-3.png]] 2. A new dialog box opens, enter the new role name and re-select the level of impact on the system. 3

Access to Insights. Go to the Setting menu in the top-right corner and select Administration. 3. Go to the 3-dot menu on the leftmost side of the user card and select Edit User. 4. Assign roles and Tableau accounts to your users. Unassign Tableau user Go to the 3-dot menu on the leftmost

to the **Setting** menu in the top-right corner and select **Administration**. [[image:image-20230420143351-1.png]] 3. Go to the 3-dot menu on the leftmost side of the user card and select **Edit User.** 4. Assign roles and Tableau accounts to your users. === **Unassign Tableau user** === 1. Go to the 3-dot

Overview As an Administrator, you can manage user access to Insights. This role is independent of any role assignment. Conditions The first Administrator to log in and activate Insights is selected

& Dataset_resource) Assigned an available Tableau account (including 3 types of accounts: Creator, Explorer & Viewer

Insights is selected as the System Administrator. * Access to Insights and associated roles is granted only

permissions: Administrator_resource & Dataset_resource) * Assigned an available Tableau account (including 3

will not be viewable until values are provided. To configure the dataset, the Admin must do the following: Select Setting in the top-right corner Select Configure Business Dataset. 3. On the Business Dataset

: On the Business Dataset page, select the Add Column button to add a custom column. In the dialogue that pops up

values are provided. To configure the dataset, the Admin must do the following: 1. ((( Select **Setting** in the top-right corner ))) 1. ((( Select **Configure Business Dataset**. ))) [[image:image-20230420091950-5.png]] 3. On the **Business Dataset **page, enter the manual time (in minutes) it would take