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Insight Add-on (New) Documentation > Administration Guide > Getting started
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About add-on permissions

Overview

Administrators must grant user profiles access to add-on functionality, such as the creation of dashboards and automated data profiling, via the add-on's permission settings. This section provides an overview of how add-on permission settings function and some example use cases. See Managing permissions for instructions on setting permissions to grant users access to add-on functionality.

Understanding permissions

Add-on permissions apply at the global (add-on) and dashboard levels:

The following table illustrates permission behavior by showing allowable actions for users with various permission settings:

/permissions-table.png

Example use cases

In the example use cases below, let's assume we have a user profile 'Alice'. Alice's profile is registered with the add-on.

The following image presents a scenario where EBX® assets and Alice's corresponding table permissions are displayed. An administrator has also created record level permissions in the DMA where Alice only sees the records of active users:

/permissions-graphic.png

Creating a new indicator

For permissions related to creating a new table indicator:

Displaying indicators

For permissions related to loading a dashboard:

Note

When the Bypass EBX Permissions option is enabled for a profile, they can see data values shown on indicators that they do not have permission to see in EBX®. However, they cannot access the underlying records. For example, they can see the most frequently occurring values for fields. However, they cannot use the add-on's linked records service to access the records.