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Intelligent Data Insight

Intelligent Data Insight

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Permission Guide
Authorization Operations Manual
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Authorization Operations Manual

1. Visual query module

1.1 Feature list

Feature

Feature overview and usage instructions

Required permissions

Add custom expression

Add or Modify Fields

Requires Dataset View permission or higher

Create group

Configure Field Grouping

Requires Dataset View permission or higher

Attribution analysis

Intelligent Attribution

Requires Dataset View permission or higher

Create monitoring

  • Who can view the monitoring? Chart creator, monitoring configurator, monitoring recipient, project administrator
  • Who can modify the monitoring? Chart creator, monitoring configurator, monitoring recipient
  • Who receives the test message? Monitoring recipient

(暂不发布)Monitoring and Alerting

Requires Dataset View permission or higher

Chart download

Data Download and download pivot table

Requires Dataset View permission or higher

Copy value or header

Requires Dataset View permission or higher

Field value alias

Set Field Value Aliases

Requires Dataset Edit permission or higher

Add dataset field

Add or Modify Fields

Requires Dataset Edit permission or higher

Create hierarchy

Drill Up and Drill Down

Requires Dataset Edit permission or higher

Attribution analysis configuration

Intelligent Attribution

Requires Dataset Edit permission or higher

Batch modify fields

Add or Modify Fields

Requires Dataset Edit permission or higher

Geographical role

MapTypes supported: filled maps and marked maps

Requires Dataset Edit permission or higher

1.2 Authorization procedure

(1) On the dataset page, select the corresponding dataset details page
(2) Click Permission Assignment
(3) Select the name of the authorizer
(4) Authorize as required

Permission scope: Read only < View < Edit < Manage
To require "read only" or higher, you can select "read only", "view", "edit", or "manage"; to require "view" or higher, you can select "view", "edit", or "manage"

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2. Dashboard module

2.1 Feature list

Feature

Feature overview and usage instructions

Required permissions

Add to favorites

Favorite a dashboard

Requires Dashboard View permission or higher

Standard subscription (only sent to yourself)

(暂不发布)Data Subscription
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Requires Dashboard View permission or higher

Share dashboard

2.1.4 Share

Requires Dashboard View permission or higher

Download charts or data from dashboard

3.4.2 Download/copy data
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Requires Dashboard View permission or higher

Copy values or values and headers from dashboard charts

Requires Dashboard View permission or higher

Edit dashboard

Dashboard Editing Overview

Requires Dashboard Edit permission or higher

Edit the basic information of the dashboard

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Dashboard edit permissions or higher

View dashboard access statistics

Access Statistics

Dashboard edit permissions or higher

Advanced subscription (can subscribe for oneself, others, or groups)

  • Who can view the subscription? Dashboard administrators, subscription configurators, project administrators, subscription recipients
  • Who can modify the subscription? Dashboard administrators, subscription creators, project administrators
  • Who receives the test message? Current editor

(暂不发布)Data Subscription
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Dashboard management permissions

Grant permissions to others

Authorization and Sharing

Dashboard management permissions
(Special case: Has management permissions but cannot grant them❓)
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Copy dashboard

Copy dashboards

Dashboard management permissions

Move dashboard

Move dashboards
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Dashboard management permissions

Delete dashboard
(Is the creator but cannot find the delete button❓👇)
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Delete a dashboard
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Dashboard management permissions

Transfer dashboard ownership

Resource Authorization

Dashboard management permissions / project administrators

Create a personal folder
(Cannot create a personal folder❓👇
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Dashboard List Operations

Project view permissions or higher

Create a personal dashboard
(Cannot create a personal dashboard❓👇
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3. Dashboard group description

Project view permissions or higher

Create a public dashboard

3. Dashboard group description

Project edit permissions or higher

2.2 Authorization procedure

(1) Option 1: Click to enter the dashboard view page, then click the Authorize button in the upper right corner; Option 2: Click the three dots on the right side of the dashboard to open the operation list, then click the Authorize button
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(2) Click Authorize
(3) Select the name of the authorizer
(4) Authorize as required

Permission scope: Read only < View < Edit < Manage
To require "read only" or higher, you can select "read only", "view", "edit", or "manage"; to require "view" or higher, you can select "view", "edit", or "manage"

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3. Dataset module

3.1 Feature list

Functionality

Function overview and usage

Required permissions

Create a dataset

2.1 Create a new dataset

Project edit permissions or higher
(If the user has edit permissions for a folder, only project view permissions or higher are required to create a dataset in that folder)

Folder for the new dataset

2.3 Create a folder

Project edit permissions or higher

Modify lifecycle

Retention period for synchronized dataset data. If the lifecycle is 3 days, then partition data generated on January 25 will be deleted on January 28. If the data is synchronized daily, only data synchronized within the last 3 days can be queried.

Dataset edit permissions or higher

Modify runtime parameters

Set dataset synchronization runtime parameters as needed to ensure synchronization success or performance

Dataset edit permissions or higher

Modify dataset model configuration

Replace base table

Dataset edit permissions or higher

Copy

Dataset List Management

Dataset edit permission or higher

Create usage instructions

Create Dataset Usage Instructions

Dataset edit permission or higher

Set tags

Tag Management

Dataset edit permission or higher

Move

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Dataset manage permission

Cross-project configuration (mirror dataset)

Mirror Dataset

Dataset manage permission

Authorize others

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Dataset manage permission

tag management

Tag Management

Project manage permission

Transfer dataset ownership

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Dataset manage permission/project administrator

3.2 Authorization procedure

3.2.1 Method for authorizing permissions for a single dataset

(1) On the dataset page, select the corresponding dataset details page
(2) Click Permission Assignment
(3) Select the name of the authorizer
(4) Authorize as required

Permission scope: Read only < View < Edit < Manage
To require "read only" or higher, you can select "read only", "view", "edit", or "manage"; to require "view" or higher, you can select "view", "edit", or "manage"

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3.2.2 Method for authorizing project permissions

(1) Applicant: Click Project Center, find the project information, and contact the project administrator for the next step
(2) Project administrator: Click Project Center --> select Permission Management --> enter the username and other required information --> click Project --> select the authorization scope

Permission scope: View < Edit < Global view < Manage
To require "edit" or higher, you can select "edit", "global view", or "manage"
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4. Project Center module

4.1 Feature list

Feature

Feature overview and usage instructions

Required permissions

Add or batch update attributes of users or user groups

User Properties

Project edit permission

Third-party integration

Overview of embedded analytics

Project manage permission

User management

User Management

Project manage permission

Delete attributes of users or user groups configured by others

User Properties

Project manage permission

Permission management

Permission Management

Project manage permission

Modify project settings

Project Information

Project manage permission

4.2 Authorization procedure

(1) Applicant: Click Project Center, locate the project information, and contact the project administrator for the next steps.
(2) Project administrator: Click Project Center --> select Permission Management --> enter the username and other details --> click Project --> select the authorization scope.

Permission scopes: View < Edit < Global View < Manage
For example, to require Edit or higher, you can select Edit, Global View, or Manage.
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Last updated: 2026.06.11 17:49:57