Granting access to monitoring sources

Before Insights Analysts can view and interact with data in charts, dashboards, and goals in Business Performance Center, they must be granted access to monitoring sources. Insights Administrators grant them access to business data by associating teams with relevant monitoring sources.

Before you begin

A Teams Administrator must have set up the teams needed for Business Performance Center in the Team Management tool. For more information, see Team Management.

About this task

You can grant permissions from one of two tabs: Teams and Sources. From the Teams tab, you associate all of the relevant monitoring sources to a team. From the Sources tab, you associate all of the relevant teams to a monitoring source. Changes to one tab are reflected in the other, so you can set permissions from whichever tab is convenient for you.

Procedure

  1. Go to the Data permissions tab.
  2. Select Set data permissions.
  3. Assign data permissions, according to the tab you are in:
    • From the Teams tab: Select a team and the relevant monitoring sources.
    • From the Sources tab: Select a monitoring source and the relevant teams.
    The drop-down menu filters the teams or the monitoring sources by displaying only the teams or monitoring sources that are not yet assigned.
  4. Select Set permissions to save data permissions for the team.
    The team can view and interact with the data according to the roles assigned to the team.
    Note: It can take up to one hour for access permissions to take effect.

Results

After you set data permissions for all the available teams, the Set data permissions button is disabled in the Teams tab. Similarly, if you assign all of the available monitoring sources, the Set data permissions button is disabled from the Sources tab.

You can edit or delete data permissions by selecting the overflow menu pie chart of a team or monitoring source.