Studio Navigation

Get acquainted with the user interface find the settings you want to modify as an administrator.

Overview

Studio is the design space for administrators. This is where you'll will find options to manage data, create and configure content, and maintain security settings for the solution.

To access Studio, on the navigation bar, click Studio .

Note: Studio is only available to administrator users. For instructions on making a user an administrator, see Studio Profiles.

When you enter Studio, you'll land in the global workspace, specifically the Projects room. All changes made in the global workspace must be saved to take effect. These changes will take effect immediately and cannot be rolled back because they exist outside of the project lifecycle. The majority of the time, you'll be working in a project. Projects are how Visier handles version control, allowing you to define and edit the solution separately from the current production version of the solution. In a project, the changes that you make to the solution do not automatically go into effect until they've been reviewed, approved, and published. For more information, about the projects lifecycle, see Projects.

The rooms that are available to you in Studio depend on the profile that you've been assigned. For more information, see Studio Profiles.

The global workspace

The global navigation bar, is the horizontal navigation bar that persists when you're working in the global workspace. It gives you access to settings that can be changed without going through the project lifecycle.

The following table describes the various elements of the global navigation bar.

Element Description
Projects The access point for projects, such as the production version of the solution and any open projects.
Tenant The users and profiles in the solution. You can create new users, define their access level to features and tenants in the studio, download a list of users, and upload a user list.
Settings The preferences for your solution. You can configure sign-in settings and share files with Visier.
Help Access the Visier Community and Visier Users Guide.
User Sign out of the solution.

Projects

The navigation bar is the vertical navigation bar that persists when you're working in a project. It gives you access to objects and settings that are subject to the project lifecycle.

The following table describes the various elements of the navigation bar.

  Element Description
Back to Projects Close the project and return to the global workspace.
Preview Solution See the effect of the changes you've made in your project in the solution.
Home Manage your project and review the changes you've made.
Search Find the objects available in the solution.
Model Manage the objects and content available in the solution such as concepts, dimensions, metrics, analyses, and guidebooks.
Data Set the data version.
Security The permissions, filters, and user groups that define security access to the solution.

Studio Assistant

Note: Beta This feature is in beta. If you are interested, please contact your Customer Success Manager.

Get answers to general questions, best practices, and basic how-to information in Studio using the Studio Assistant. The Studio Assistant is available when working in a project and provides clear and actionable step-by-step guidance for your workflows. Setting up a Visier Extension? Have a question about a particular setting? Need clarification on the next action? The Studio Assistant is equipped to provide immediate answers and insightful tips, providing the information you need precisely when you need it.

To access the Studio Assistant, open a project and click the Studio Assistant icon.

With the Studio Assistant, you can:

  • Ask Studio related questions and receive answers.

    Note: Your organization must also opt in to AI features. In the global workspace, click Settings > AI Features.

  • Guide the setup of a Visier Extension. For more information, see Set Up Visier Extensions.