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No additional permission is required to publicly share a dataset unless explicitly restricted from doing so in the security settings.Ī content role (accessible here) creates a special set of user permissions for those users who are assigned to the role.

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*** Contributors may share and update private datasets and those datasets to which another user has assigned them permissions. ** Includes private datasets and data-driven content explicitly shared with a visitor. * Recommend reserving the Manager role for a portal. The following table summarizes the actions permitted per role: Regardless of whether your system is public or for private use only, you can restrict users from publishing data or dashboards for public viewing from Admin > Security: You can, however, choose to require even free users to register to build, save, or export content, from Admin > General, as pictured here: The option to make your portal public is available at Admin > Security, as pictured here: Visitors would be able to view public datasets and dashboards, for example. If no, you can choose to make your portal available to public anonymous users and allow free registration. Must a user register to access the system? Your system’s security starts at user registration.

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User Management How to determine who has access to download, share, and create information on the system?

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Available watermark placeholders are: to provide reasons as to why a dataset upload or download did not work.

Create and modify here the suffix attached to exported data and content as well as watermarks.

If the landing page of your platform includes search examples, you can create and change those examples here.

If your organization has specific policies regarding complexity, length, and duration of passwords, make adjustments here. Will someone on your team who is not a manager on this platform need to review/approve custom datasets that your organization uploads to the system? If this option is activated, users will need this "role" assigned to them from the Admin > Users tab. Should every user be able to create dashboards and presentations that all users on the system can view? Should this portal be public and anyone with the URL can explore the data and resources? When users share data and content with each other, do you want them to be able to add a comment? When new users register, do you want them to have to provide their company name and phone? Should every user who registers be granted access immediately? And, if so, what role? If you have a Google Analytics account, you get enter your account ID here to monitor usage statistics from Google Analytics.

Who should be the general "Sender" of system emails and first point of contact? The owner of this email address will need to validate the e-mail address via a message that will be sent to it from AWS. The most common set up selections include: The left panel provides navigation within this area to core manager functions.ĭuring the set up of your system, Knoema will help guide you through selections in the admin area that you can always come back to and revise in the future. We strongly recommend limiting access to this area to a very narrow set of approved, trained users. The Admin Panel is accessible only to 'Managers' who have been approved for access.

Update your datasets (both regular, and flat).

Add universal watermarks to brand content and data.

Modify topics featured in the data catalog.

Select and change topics for the dashboard gallery.

Change the system's ‘Contact us’ e-mail.

Data atlas ("Headline Indicators", "Atlas Facts").

We cover these topics and more in-depth in this guide.

We recommend you start by reviewing the Admin Panel topic for an introduction of key admin features.įollowing is a summary of the most frequently used features by system admins. As one of your system's administrators ('Manager' role) you have special permissions and access rights to control access to the system, modify the user experience, and maintain data and content.