In this discussion, we demonstrate how to set up Dataset Recipient roles. Members can
receive dataset access at one or more of the following levels:
Manage dataset
Manage dashboards
View dashboards
Let us create three dataset roles: Data Admin, Analyst, and Visual
Consumer for each for the three organization groups: Marketing, Sales,
and Operations.
The steps for creating the role Marketing Data Admin.
On the main navigation bar, click the Gear icon, and select
Manage Roles.
In the Roles interface, start the new role by clicking New
Role.
In the Role definition interface, enter the following
information:
Name: Marketing Data Admin
Description: Creates datasets, can grant access to their
datasets.
At a later time, we plan to define the privileges and the membership of the role.
Click Save.
generates a success message.
Repeat the previous steps to generate a total of 9 (nine) new roles, with the following
names and descriptions:
Table 1. Roles that receive access to new datasets
Role Name
Description
Marketing Data Admin
Creates datasets, can grant access to their datasets.
Marketing Analyst
Can create dashboards.
Marketing Visual Consumer
Can view dashboards.
Sales Data Admin
Creates datasets, can grant access to their datasets.
Sales Analyst
Can create dashboards.
Sales Visual Consumer
Can view dashboards.
Operations Data Admin
Creates datasets, can grant access to their datasets.
Operations Analyst
Can create dashboards.
Operations Visual Consumer
Can view dashboards.
After completing these steps, the list of roles should appear similar to this:
