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From within the GoodData Portal, project administrators can manage many aspects of a project, including its users, data, reporting objects, and data permissions.

Most of the features described in this section are reserved for the Administrator role of each project. Editors may use some of these features. See User Roles.

Contents:

Overview for Administrators

A project consists of multiple interrelated components, building on each other from source attributes and facts to create the overall project experience. For an overview, see Project Hierarchy. A project may be one of many within a domain (formerly known as an 'organization'). A domain is the database entity containing all projects, users, and ETL processes of a customer.  For an overview of terms, see Key Terminology.

Admin Functions

Project administration functions are available in the Manage page.

 Manage Page

Managing Users

In the Projects & Users tab, you can review the users who are members of the project, manage their roles (permissions), invite or remove users, and email project members.

 

 

  • When a new user is invited to the project, they receive an email from the platform with instructions and a verification link. See Managing and Monitoring Projects.
    • You can also add users to a project silently via API.
    • Each user must have an assigned role in the project. Assign user roles through the Project & Users tab or via API.
    • For more information on user management via API, see the GoodData API documentation.
  • To send a message to all active project users, click Email all members of project.
  • Project administrators can remove themselves from the project if another user has been assigned the Administrator role. Any project Administrator can delete the project.

    Deleting a project cannot be undone.

Managing Data Access Controls

Access to data in your projects can be applied using Data Permissions filters. These filters can be applied to individual users or groups of users, enabling you to control access to sensitive data in the project.

Data Permissions filters are defined based on specific values of attributes in your project data. For example, you can define your West Coast sales reps to see data only where Region=West Coast.

Creating a Data Permissions filter requires developer-level skills in working with the GoodData APIs and may require changes to your project's data model. For more information, see Let's Get Started with Data Permissions.

Through the GoodData Portal, project administrators can apply Data Permissions filters to individual project users. See Managing Member Profiles.

Managing Object Permissions

Project administrators can toggle the public display and ability to edit for all metrics, reports, and dashboards in the project.

Individual project editors can control the sharing of personal objects, too. For more information on public and private objects, see Manage Object Visibility - Hide and Share Objects.

For more information on locking objects, see Permission to Edit Project Metrics, Reports, and Dashboards.

Managing Project Data

Through the Data tab, project Administrators and Editors may review the datasets, attributes, facts, and metrics and the data loads that have been executed to populate them.

You can also use folders and tags to organize these objects. As needed, you can remove all data that has been loaded into a specific dataset. You can also remove individual attributes, facts, and metrics.

For more information, see Managing Project Data.

We do not recommend that you remove attributes and facts from the Manage page. You should remove them from the source logical data model and then republish it to the project. See CloudConnect.

Other Project Management Functions

By default, projects are configured to report data on Pacific time. As needed, you can change the Project Time Zone.

Project Administrators and Editors can schedule emails to send dashboards and reports to stakeholders. See Share Reports and Dashboards with Scheduled Emails.

To schedule and monitor the ETL processes that have been deployed for this project, click the Data Integration Console link. See Data Integration Console.

Getting Started by Component


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