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Teams and resources
How datasets, KPIs, figures, dashboards and collections are shared with teams.
In short
A team is a group of people in an organization, such as Sales, Finance or the data team. Each member has a team role. Resources (datasets, document collections, KPIs, figures and dashboards) are shared with teams, action by action. The team preset sets the most a team can do on a resource; each team role then gets all or part of it.
Teams
- A team belongs to one organization. Joining a team also makes you a member of its organization.
- Each member has a team role, for example the Admin role, which the creator of a team gets, or roles created for the team.
- Team administrators invite members, change their roles and manage the team's resources, on the team's page.
Resource types and their rights
| Resource | Rights |
|---|---|
| Dataset | View, Explore, Create validation, List validations, Quality, List KPIs, Ask AI, Create alert, List alerts |
| Document collection | View, Browse, Ask AI |
| KPI | View, Smart Cockpit |
| Figure | View |
| Dashboard | View, Edit, Export, AI summary, Archive, Delete |
Each right opens one thing. For a dataset, View opens its page, Explore opens its rows, Ask AI lets Chat and the metadata generation use it.
The team preset
When a resource is attached to a team, two things happen:
- The team preset receives the default rights for that type of resource. The preset is the most the team can do on the resource.
- Every role of the team receives the same rights.
Default rights when a resource is attached:
| Resource | Default rights |
|---|---|
| Dataset | Every right except Create validation |
| Document collection | Every right |
| KPI | View, Smart Cockpit |
| Figure | View |
| Dashboard | View, Export, AI summary |
Detaching a resource from a team removes the preset and every role's rights on it. The resource itself is not deleted.
Rights per role
On the team's Resources tab, open a resource to adjust what each role can do.
- A role can receive less than the preset, never more: role grants cannot exceed the team preset.
- A new role can copy the resource rights of an existing role.
- When you belong to several teams, your rights add up: one team granting Explore is enough.
Owner and editors
Datasets, KPIs, dashboards and document collections have an owner and editors; a figure has its creator and editors.
- The owner and the editors maintain the resource: description, documentation, and for a dataset its layer and validation rules.
- They must belong to a team the resource is shared with.
- The creator, the owner and the editors can choose which teams the resource is shared with.
Personal and shared
Some resources can stay private before they are shared:
- a KPI is Personal (only you) or Shared with teams;
- a figure is Private or Shared with chosen users or teams;
- a dashboard can be archived, then restored.
Favourites, pins and history
- Favourites mark the resources you use often in their catalogue.
- Pinned resources appear at the top of the sidebar.
- Recently viewed lists the resources you opened last.
These are personal: they change nothing for your teams.
FAQ
I gave a role a right, but the member still cannot use it. Why? Check the team preset: a role cannot receive more than the preset. Also check that the member's organization role includes the feature.
Can a resource be shared with several teams? Yes. Each team has its own preset and role rights on it.
Why can't I choose this person as owner? The owner must belong to a team the resource is shared with. Share the resource with one of their teams first.