Search: select-item-3
Last modified by admin on 2022/04/24 04:58
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[2] Roles
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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
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. ))) 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
[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 roles and Tableau accounts to your users. Unassign Tableau user Go to the 3-dot menu on the leftmost
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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
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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**, 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-20230630134510-3.png]] Step 4: Click **Save**. The newly added tokens are displayed in the **Tokens** list
Assign Users
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: 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 icon button, then clicking Edit Remove user You can remove a user from Data Service by selecting
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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 desired users and their permissions. [[image:image-20230630135056-3.png]] Step 4: Click **Save
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 2: Click **Assign Agents** [[image:image-20230630133527-3.png]] Step 3: In the opened popup, select desired agents and their permissions. [[image:image-20230630133612-4.png]] Step 4: Click
[3] License
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at least 3 months before the first license pack expires Add new license Access to Insights. Go 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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[3] License
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[3] License
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pack at least 3 months before the first license pack expires ))) === **Add new license** === 1. 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
[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
…: On the Business Dataset page, select the Add Column button to add a custom column. In the dialogue that pops up
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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.png]] 3. On the **Business Dataset **page, enter the manual time (in minutes) it would take
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