Dataset Management
The Dataset Management page allows administrators to view, manage, and control access to all datasets available in the system.
Admins can:
- See who created each dataset
- Track ownership and modifications
- Share datasets or assign access permissions to others
| Column | Description |
| Dataset | The name of the dataset or data source. Each entry (like Construction_map-dataset or EPFO 4 table schema) represents a distinct dataset. |
| Created by | The user who created or uploaded the dataset. |
| Current Owner | The person who currently owns or manages the dataset, sometimes the same as the creator, but ownership can be transferred. |
| Created on | The date and time when the dataset was first created. |
| Modified on | The most recent date and time when the dataset was edited or updated. |
| Shared with | Shows which users or groups the dataset has been shared with (this column may show names or email IDs, or remain blank if not shared). |
| Action | Provides managing dataset access options: Share and Assign access. |
Action Menu:
When you click on the three-dot icon under “Action,” two options appear:
- Share: Lets you share the dataset with other users or teams.
- Assign Access: Allows you to set permission levels (like view only, edit, or admin) for specific users.
Download Icon (Top Right):
The download option allows you to export the dataset list.
Search Bar:
To find a dataset by name or keyword instead of scrolling through the entire list.
Action Menu (Three Dots)
- Share: Allows administrators to share a storyboard or dashboard with other users through multiple platforms, including In-app, WhatsApp, and Microsoft Teams.
- Add Users: Use @ to mention individual users and # to tag groups when sharing via In-app or WhatsApp.
- Teams Sharing: Select a pre-configured Teams channel to share the dashboard or storyboard directly within Microsoft Teams.
- Assign Access: It transfers dashboard ownership. Specifically for assigning a new owner to an Insight Dashboard storyboard.
Type of Access
You can choose how the existing owner’s access changes after transfer:
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- Current owner access will be revoked completely: The old owner loses all access (can’t view or edit).
- Current owners will have view access only: The old owner will still be able to view the dashboards but cannot edit or manage them.
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Action Buttons
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- Cancel: Aborts the ownership transfer.
- Assign: completes the ownership change with the selected settings.
