Search: select-item-1
Last modified by admin on 2022/04/24 04:58
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Assign Tokens
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Assign Tokens You can assign token by following below steps: Step 1: In Manage Access, select Tokens tab Step 2: Select Assign Token Step 3: In the opened popup, select desired tokens
…. Edit Token You can edit token permissions by selecting Action icon button, then clicking Edit
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== **Assign Tokens** == You can assign token by following below steps: Step 1: In **Manage Access**, select** Tokens** tab [[image:image-20230630134349-1.png]] Step 2: Select **Assign Token** [[image:image-20230630134438-2.png]] Step 3: In the opened popup, select desired tokens. [[image:image
Assign Users
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Assign user You can assign users and set their permissions by following below steps: Step 1: In Manage Access, select Users tab Step 2: Select Assign User Step 3: In the opened popup, select
…in the Users list of the Manage Access tab. Edit user You can edit custom permissions by selecting Action
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: Step 1: In **Manage Access**, select** Users** tab [[image:image-20230630134940-1.png]] Step 2: Select **Assign User** [[image:image-20230630135024-2.png]] Step 3: In the opened popup, select
…** == You can edit custom permissions by selecting **Action icon** button, then clicking **Edit
Assign Agents
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1: In Manage Access, select Agents tab Step 2: Click Assign Agents Step 3: In the opened popup, select desired agents and their permissions. Step 4: Click Save. The newly added agents
…of an agent by selecting Action icon button, then clicking Edit. Remove Agents You can remove an agent
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steps: Step 1: In **Manage Access**, select** Agents** tab [[image:image-20230630133429-2.png]] Step
…, select desired agents and their permissions. [[image:image-20230630133612-4.png]] Step 4: Click
…. == **Edit Agents** == You can edit the custom permissions of an agent by selecting **Action icon** button
[4] Business dataset
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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
…the same process. The default of 1 will be saved as the manual time and hourly cost for any workflows
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[1] ROI data set
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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
…: 1. On the **Business Dataset** page, select the **Add Column** button to add a custom column. 1
[2] Roles
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in the top-right corner and select Administration. Go to the Roles and select Create new button. 4. A new dialog box opens, enter role name and select the level of impact on the system. Note: The increasing influence ranges from left to right, from none to delete. 5. Select Save to confirm
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-right corner and select **Administration**. 1. Go to the **Roles **and select **Create new** button
…. ))) 5. Select **Save **to confirm the action. === **Edit Role** === 1. Go to the 3-dot menu
…. Select **Save** to confirm the action. === **View Role** === 1. Go to the 3-dot menu on the leftmost
[3] License
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to the Setting menu in the top-right corner and select Administration. Go to the License and select Add license button. A new dialog box opens, click Select license file (*.lic) 5. Select the license file
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. Access to Insights. 1. Go to the **Setting** menu in the top-right corner and select **Administration**. 1. Go to the **License **and select **Add license** button. 1. A new dialog box opens, click **Select license file (*.lic)** [[image:image-20230420164436-1.png]] 5. Select the license file
[1] Users
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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
…side of the user card and select Unassign tableau user. A new dialog box opens. Click Unassign
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[1] Users
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[1] Users
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an existing Center account to log in to the Insights. === **Assign Users** === 1. Access to Insights. 1. Go to the **Setting** menu in the top-right corner and select **Administration**. [[image:image-20230420143351-1.png
…menu on the leftmost side of the user card and select **Unassign tableau user.** 1. A new dialog box
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