Administer Visier

Set up and manage Visier so users in your organization have the right access to data and content.

As an administrator, you have control over user accounts, data security, access to content, and the look and feel of the solution experience. Use our developer tools to bring data into Visier, build content for your users, and customize Visier to match your brand and business terminology.

Featured guides

• Data Upload API or Data In Connectors: Automate your HR and business data uploads with secure self-serve workflows.
• Visier Formula Language (VFL): Master Visier's metric formula language to build professional, tailored analytics that match your organization's logic and terminology.

• Recreate the Workday to Visier Security Integration: Set up an automated process that sends role-based security data from Workday to Visier.

Before diving into administration, familiarize yourself with Visier’s core concepts, release cycles, and Studio, the design space for administrators. After gaining a solid understanding of Studio and the project lifecycle, we recommend that you develop a security plan and create permissions before adding users.

Learn about Visier

• Visier Release Stages: Discover how Visier develops and deploys product updates.

• Key Terms and Industry Comparisons: Understand core Visier concepts and how they map to industry standards.

Use the Studio Workspace

• Navigate Studio: Get acquainted with the user interface and find the settings you want to modify as an administrator.
• Use Projects for Version Control: Learn how projects are used to manage edits, collaborate, and validate your solution in an environment separate from production.

Manage Data

• Bring Data In: Learn about the different ways to load your data into Visier.

• Sources: Create and manage sources that store data and are mapped to data load targets.

• Data Categories: Set the data version release behavior and tenant settings to use, and run a job in the project.

Build and Model

• Understand Visier's Analytic Model: Learn about Visier's analytic model and how to extend it to suit your organization's needs.

• Guidebook Management: Create and configure the content that appears in the solution.

• White Label Visier: Configure different settings to customize the look and behavior of the solution.

Govern Security and Access

• User Accounts and Data and Content Security: Create and manage user accounts for the solution. Users must be granted permissions to access data, perform actions, and view content.

• Set Up Network Access: Maintain governance by specifying trusted IP addresses from which users can sign in, export data, or call Visier APIs.

• Set Up Single Sign-On: Allow users to sign in using their credentials from an external identity provider.

Integrate APIs and AI

• Use Visier APIs: Programmatically use the platform's built-in features and access data and datasets using APIs.

• What Vee Can Do and Prompt Tuning Vee: Learn about Vee and the methods you can take to get more relevant responses.

• Use Studio Assistant: Get answers to general questions, best practices, and basic how-to information directly inside Studio.