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Editing a dataset's user permissions

By default, all system-level admins have full access to each dataset, meaning they manage its settings, add & edit records, and analyze data. Regular-level users will not have access to a dataset unless given permission by an admin. Each dataset's permissions are handled separately, meaning someone can have access to one dataset, but not another.

There are three levels of permissions available in each dataset:

  • Who can define metadata and administer this dataset: users given this permission can manage the dataset's settings, including user permissions and fields. In addition, they will automatically have the ability to add, edit, and analyze records.
  • Who can add records to this dataset: users given this permission can add records to the dataset. In addition, they have the ability to edit the records they've added -- but not ones added by other users. This will not automatically allow them to analyze the dataset, however.
  • Who can use this dataset in analysis and dashboards: users given this permission can analyze the dataset, but cannot add data or edit records. In addition, they can include this dataset in any dashboards they create.

Editing a dataset's permissions

  1. Go to Admin > Manage Datasets.
  2. Find the dataset you want to manage and click on its Edit () button in the Actions column.

Editing a dataset

  1. Click on the Edit Permissions tab.
  2. Configure Who can define metadata and administer this dataset:
    • To restrict this permission to admins only, select All admin-level accounts.
    • To allow specific regular users to manage the dataset, select All admin-level accounts, plus these users. Then hold CTRL + click on each name to select them.
  3. Configure Who can add records to this dataset:
    • To restrict this permission to admins only, select All admin-level accounts.
    • To allow specific regular users to record data, select All admin-level accounts, plus these users. Then hold CTRL + click on each name to select them.
    • Select All users to allow any regular-level user to add data.
  4. Configure Who can use this dataset in analysis and dashboards:
    • To restrict this permission to admins only, select All admin-level accounts.
    • To allow specific regular users to analyze the dataset, select All admin-level accounts, plus these users. Then hold CTRL + click on each name to select them.
    • Select All users to allow any regular-level user to analyze data.
  5. Click the Next >> button to save your changes.

Customizing a dataset's permissions 

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