Admin Tooling (BETA)

BETA - Please be aware that this feature is currently in beta mode.

Purpose

Allows System Administrator users to search attributes across jobs, data sources, and data targets, manage and assign users to saved reports, and add users to data sources, data targets, data services, jobs, and bots. 

Admin Tooling is only visible to users who are assigned with a System Administrator role. You can learn more about user roles and permissions HERE. 

Navigate to Administration > Admin Tooling. 

Attribute Search

Use the Attribute Search section to search for attributes used in data sources, jobs, and data targets. 

1. Search attributes using the search bar.
2. Select an object to search an attribute from using the dropdown. Options include: Data source, Job, Data target. 
3. Search by API name or Display name. This option is only available if you are searching attributes in a data target.
4. Select the copy icon to copy all objects listed in the view screen. 

Copy Search & Report

Use the Copy Search & Reports section to assign users to saved reports, dashboard reports, saved searches, and downloads created by other users. 

1. Use the search bar to search for saved searches and reports. 
2. Select a user to pull up all reports that were created by them. Users are organized by user roles (i.e. System Admins, Data Admins, Users). 
3. Reports are organized by saved reports, dashboard reports, saved searches, and downloads. Click through each option and fill the checkbox next to each report(s) you want to copy users to. 
4. Select the Copy To button to copy users to the selected report(s). 

1. Select which users you would like to copy to each report(s) selected. 
2. Select Copy to save your configuration. 

Add Admins

Use the Add Admins section to add users to data sources, data targets, data services, jobs, and bots. 

1. All users: Search for users using the search bar. Click on the user(s) you want to add to an object(s). 
2. Select the Add button to add individual users, add all to add all users, remove to remove individual users, remove all to remove all users, or reset. 
3. Users that are selected as admins: This section will list all users you want to add to objects. 
4. Search for an object using the search bar. 
5. Search for an object by object type. Options include: Data Sources, Data Targets, Data Services, Jobs, and Bots. Fill the checkbox next to each object name to add users to the object. 
6. Click Save to save your configuration.