Setting the dataset recipient roles

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 (3) dataset roles (Data Admin, Analyst, and Visual Consumer) for each for the three organization groups: Marketing, Sales, and Operations.

Here are the steps for creating the role Data Admin Marketing.

  1. On the main navigation bar, click the Gear icon, and select Manage Roles.
  2. In the Roles interface, start the new role by clicking New Role.
  3. In the Role definition interface, enter the following information:
    • Name: Data Admin Marketing
    • 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.

  4. Click Save.
  5. CDP Data Visualization generates a success message.
  6. 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.
  7. After completing these steps, the list of roles should appear similar to this: