User rights¶
Insights Hub Business Intelligence Data¶
In order to access Insights Hub Business Intelligence Data, you need the Author role. Subtenant users cannot use Insights Hub Business Intelligence Data irrespective of the assigned role.
For creating, viewing, editing or deleting a data source in Insights Hub Business Intelligence Data, you need to have the corresponding permission in Insights Hub Business Intelligence.
Insights Hub Business Intelligence¶
Roles & license types¶
You can purchase Insights Hub Business Intelligence license types "Creator", "Explorer", or "Viewer".
When opening Insights Hub Business Intelligence, users automatically assume a Tableau® role according to their Insights Hub Business Intelligence role from the Settings application. The following table shows the mapping of Insights Hub Business Intelligence roles to Tableau® roles and license types:
Insights Hub Business Intelligence Role | Tableau® role | License type |
---|---|---|
Viewer | Viewer | Viewer |
Interactor | Explorer | Explorer |
Publisher | Explorer (can publish) | Explorer |
Administrator | Site Administrator Explorer | Explorer |
Creator | Creator | Creator |
Administrator + Creator | Site Administrator Creator | Creator |
Except for the combination of Administrator and Creator, it is not recommended to assign multiple roles to a user. Subtenant users will always assume a Viewer role, regardless of the assigned role in the Settings application.
For more information about the license types, refer to Supplemental Terms.
Roles & permissions¶
Insights Hub Business Intelligence Role | Viewer | Interactor | Publisher | Administrator | Creator | Administrator + Creator |
---|---|---|---|---|---|---|
Tableau® role | Viewer | Explorer | Explorer (can publish) | Site Administrator Explorer | Creator | Site Administrator Creator |
Use Insights Hub Business Intelligence | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 |
View visualizations | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 |
Create Alerts | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | |
Create data sources in Insights Hub Business Intelligence Data | 🗸 | 🗸 | 🗸 | 🗸 | ||
Create visualizations | 🗸 | 🗸 | 🗸 | 🗸 | ||
Manage groups, projects and content access | 🗸 | 🗸 | ||||
Create live connections | 🗸 | 🗸 |
For more information on user roles, refer to Tableau®.
Licensing¶
According to the purchased packages, you have a specific quota of licenses for each license type.
-
Assigning one of the Insights Hub Business Intelligence user roles above entitles the acquisition of a corresponding license. Users will automatically acquire a license by opening Insights Hub Business Intelligence for the first time.
-
Sharing a license among multiple users is not permitted, licenses cannot be reassigned frequently. Tenant administrators may reassign user roles in the Settings application, but that does not directly affect the license assignment in Insights Hub Business Intelligence. Insights Hub Business Intelligence Administrators can review the list of users and their current license assignment in the 'Users' menu of Insights Hub Business Intelligence.
-
Revoking access to Insights Hub Business Intelligence via the Settings application does not immediately withdraw the license from the user. The user cannot log in, but remains on the server and still consumes a license. When the access has been revoked and the license is used for more than four weeks, then it is automatically removed and the user becomes available again.
Managing Content Access¶
With the Administrator role, you can manage content permissions on the server. Site Administrators are responsible for managing user groups, assigning users and granting fine-grained permissions on content (projects, data sources, workbooks, views). Before new users can access projects, data sources or workbooks, an Administrator needs to assign them to a corresponding user group.
These access rights also apply to Insights Hub Business Intelligence Data. To create a new data source, you need to have the permission to publish on the project. To update an existing data source, you need to have the overwrite permission for it.
User groups is a powerful tool to support the subtenancy context. It can be leveraged to manage different permissions for the users from different tenants or sub-tenants. At the same time, the underlying data from IoT Time Series and Data Lake is always protected. The users from different subtenants may have access to the same dashboard, but they can only see the data of assets as per their access.
With content permissions, you can also control which views are available for individual users as dashboards in Insights Hub Monitor.
For more information, refer to Site Administrator Role and Tasks or Managing Content Access.