Studio Profiles

Profiles grant users access to administrator capabilities and the studio experience.

Overview

Profiles and platform capabilities are the admin counterparts of analytic permissions and capabilities. Profiles group capabilities, which control access to workflows and configurations.

Note: To retrieve all the profiles in your solution, see Profiles API.

Administrators can assign the following profiles to users:

  • Data Uploader: Access to the Data Upload room in the studio experience and the ability to send data from your data source systems to Visier.

  • Data Validator - All Data: Grants users capabilities to configure alerts and validate data. Users granted this capability will have access to all data surfaced in alerts and issues, regardless of their permissions.

    Caution: Data Validator - All Data is a powerful profile that gives a user access to view data in the Issues room that they may not have permission to see otherwise. For more information about issues, see Issues.

  • Enterprise API User: Grants users read access to data APIs and write access to user APIs.
  • Read Impersonated: Allows support users to impersonate this user in a read-only capacity.
  • Visier University Manager: Grants users access to the enhanced functions of the Visier University.
  • Visier Case Manager: Grants users administrator access to case management and the Projects section in the Visier Service Portal. For case management, users can view, create, and close all cases logged by users. In the Projects section, users can view projects, add comments, and log issue cases for Visier onboarding projects.
  • Visier Case Requester: Grants users access to case management in the Visier Service Portal. Users can view, create, and close their own service cases.
  • Visier Cloud Administrator: Access to the studio experience with the ability to assign profiles, create and manage permissions, define data security, manage users, manage Guidebooks, edit basic information of Data and Model objects, share files, upload data, preview the solution as another user, and publish changes to production.
  • Write Impersonated: Allow support users to impersonate this user and make changes as the user.

Profiles are assigned to users in the global workspace for specified time ranges. Administrators have the option of managing the profiles assigned to a user in the Users room or managing the users assigned to a profile in the Profiles room.

Note: For security purposes and to prevent users from getting locked out of their accounts, administrators cannot change the profiles assigned to their own account. To change the profiles assigned to your account, contact another administrator.

Manage the profiles assigned to a user

Note: This feature is also available through Visier's public APIs. For more information, see Profiles API.

  1. On the global navigation bar, click Tenant, and then click the Users tab.

  2. Select a user in the Users list.

  3. In the Profiles area, do one of the following:
    • To assign a profile to a user:
      1. Click Assign.
      2. Select the profiles you want to assign to the user.
      3. Optional: To provide users with temporary access, set a validity period for the profile by typing a From and To date.
      4. When finished, click Assign.
    • To remove profiles from a user:
      1. Hover over the profile.
      2. Click the Remove button .
    • To change the validity period for a profile assigned to a user:
      1. Click View All.
      2. In the Assigned Profiles dialog, hover over the profile you want to change and then click the Edit button .
      3. In the Edit Validity Date dialog, set a new validity period for the profile and then click Update.

Tip: Manage the profiles for multiple users at once by selecting users, and then clicking Edit Profiles at the bottom of the Users list.

Manage the users assigned to a profile

Note: This feature is also available through Visier's public APIs. For more information, see Profiles API.

  1. On the global navigation bar, click Tenant, and then click the Profiles tab.

  2. Select a profile in the Profiles list.

  3. Click the Assignment tab.
  4. Click Edit Assignment.
  5. In the Edit Profile Assignment dialog, do one of the following:
    • To assign a profile to users:
      1. Select the users in the Available users list.
      2. Optional: To provide users with temporary access, turn on the Validity date needed toggle button.

        You'll be asked to set a validity period for the profile by typing a From and To date when you add the users.

      3. Click Add Users at the bottom of the Available users list.
    • To remove a profile from users:
      1. Select the users in the Selected users list.
      2. Click Remove Users at the bottom of the Select users list.
  6. When finished, click Update.