Studio Profiles

Profiles grant users access to administrator capabilities and Studio.

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:

  • Analytic Model Developer: Grants users additional capabilities to manage solutions. This profile is no longer available. For alternative options, please contact your Partner Success Manager.
  • Data Uploader: Access to the Data Upload room in Studio 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.

  • 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 Studio 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.
  • Visier Cloud Configuration Administrator (Embedded): Grants analytic tenant users access to configuration capabilities, including concepts, data enrichments, and standardization corrections. Changes are not subject to the project lifecycle and publish directly to production. This profile must be assigned in an analytic tenant to analytic tenant users.
  • 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.

Administrating tenant profiles

Profiles that you can assign to administrating tenant users.

  • Platform Administrator: Grants full access to the analytic model and data management workflows. Allows editing of tenant properties, managing permissions, and performing all Studio activities necessary to administer your Visier instance.
    • Access to data upload and data management workflows in the Data sections of the application:
      • Create and manage sources, data categories, mappings, business rules, multi-subject rules, and system rules. Run, schedule, and monitor jobs in a project to generate a data version.
      • Create and customize data connectors in a project.
      • Run a data connector extraction job in a project.
      • Change tenant settings.
      • Upload a business calendar.
    • Access to creation, customization, and configuration workflows to enhance the analytic model in the Model section of the application:
      • Define analytic object settings.
      • Create and customize properties, dimensions, concepts, metrics, What-if models.
      • Create and edit data types.
      • Create and edit explanation snippets.
    • Change all customizable and configurable aspects in the Security section of the application including create permissions.
    • Access to user management workflows:
      •  Create and manage users.
      • Create and manage user groups.
      • View and assign profiles to users.
    • Edit all properties of a tenant.
    • Use additional capabilities: approve a project to be reviewed by a publisher, publish changes to production, access tenant settings, share files, upload data, access to internal debugging tools for processing jobs, access to translation, and preview the application as another user.
  • Partner API User: Grants users read and write access to the data, model, security, tenant management, and user APIs with the additional capability to publish projects without needing another user to review.
  • Partner API User - Read Only: Grants users read access to the data, model, security, tenant management, and user APIs.
  • Partner Service Manager: Grants users the ability to:
    • View all tenants and their properties; and
    • Preview analytic tenants; and
    • Use additional capabilities: publish changes to production, and preview the application as another user.

Analytic tenant profiles

Profiles that you can assign to administrating tenant users that have access to analytic tenants.

  • Customer API User: Grants users read and write access to the security and user APIs.
  • Customer API User - Read Only: Grants users read access to the security and user APIs.
  • Customer Service Manager: Grants users the ability to:
    • View the basic information of permissions and profiles, and their assignments to users; and
    • Use additional capabilities: access all data in the system, and preview the application as another user.
  • Partner Customer Data API Profile: Grants users read and write access to the data, security, and user APIs.
  • Tenant Administrator: Grants full access to the analytic model and data management workflows. Allows editing of tenant properties, managing permissions, and performing all Studio activities necessary to manage your analytic tenants.

    Note: The Tenant Administrator profile replaces the Customer Manager profile. Moving forward, please assign the Tenant Administrator profile to users.

    • Access to data upload and data management workflows in the Data sections of the application:
      • Create and manage sources, data categories, mappings, business rules, multi-subject rules, and system rules. Run, schedule, and monitor jobs in a project to generate a data version.
      • Create and customize data connectors in a project.
      • Run a data connector extraction job in a project.
      • Change tenant settings.
      • Upload a business calendar.
    • Access to creation, customization, and configuration workflows to enhance the analytic model in the Model section of the application:
      • Define analytic object settings.
      • Create and customize properties, dimensions, concepts, metrics, What-if models.
      • Create and edit data types.
      • Create and edit explanation snippets.
    • Change all customizable and configurable aspects in the Security section of the application including create permissions.
    • Access to user management workflows:
      •  Create and manage users.
      • Create and manage user groups.
      • View and assign profiles to users.
    • Use additional capabilities: access all data in the system, access tenant settings, share files, upload data, publish changes to production, two-step publication, manage jobs, access to internal debugging tools for processing jobs, and preview the application as another user.

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.

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