Schema Management
Schema Management controls and organizes the structure of datasets, i.e., how data tables, fields, and relationships are defined within each dataset.
It allows administrators to:
- Manage, edit, or delete schema structures.
- Associate schemas with datasets.
- Control sharing and access permissions.
- Create dashboards or AI insights from schemas.
| Column | Description |
| Schema | Name of the schema (e.g., EPFO 4 table schema-schema, Real Estate V1). Each schema represents a defined structure or data model. |
| Created by | The user who initially created the schema. |
| Current Owner | The current person is responsible for managing or updating the schema (ownership can be transferred). |
| Dataset | The dataset linked to this scheme shows where the schema is being applied. |
| Created on | Date and time when the schema was created. (Note: one date here seems incorrect due to a formatting bug — Oct 13, 54988, likely a system error.) |
| Modified on | The last date and time the schema was updated or changed. |
| Shared with | Shows who the schema is shared with (users or teams). |
| Action | Provides a dropdown menu of management options explained below. |
Other Features:
- Search bar: Quickly find schemas by name.
- Download button (top-right): Export the schema list for reference or backup (e.g., CSV or Excel).
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.
