Enable Permissions to Administer or View Data Sources in the Company Workspace

To administer visualizations, Company Administrators must be able to access the Visualizations node in the left Navigator from the Company Workspace tab in the Admin mode. Completing this task displays the Visualizations sub-node under the Setup node in the left Navigator. As a Company Administrator, you can set up this permission for yourself as well as for any other users/groups you select as additional Company Administrators.

To set permissions that will enable access to the Visualizations node in the left Navigator in the Company Workspace tab:

1. Sign in to Unifier with company administration credentials.
2. Go to the Company Workspace tab, and switch to Admin mode.
3. In the left Navigator, select User Administration, and then select Access Control.
4. In the Access Control log (right pane), expand Administration Mode Access, select the Visualizations node, and then select the Data Sources sub-node.
5. In the Permissions Settings for: Data Sources dialog box, select Add.
   1. In the Select User/Groups block, (upper block), select Add Users/Group.
      1. In the User/Group Picker window, select yourself and any other users/groups you want to add as Data Source Administrators or Data Source Viewers for visualizations.
      2. Select Add, and then select OK.
   2. In the Permission Settings block (lower block), select the following permissions for each user/group selected in the upper block (step 5a):
      • Configure: Select this permission to give users/groups to administer data sources from the Visualizations node in left Navigator in the Admin mode.
      • View: Select this permission to give users/groups view-only access to data sources from the Visualizations node in left Navigator in the Admin mode.
   3. Select OK.
6. Select OK.