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Publishing settings and permissions

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This applies tov2.21

The publishing settings include user roles and options on named expressions (metrics, sessions, cohorts, funnels, and dashboards) that allow you to:

  • Allow an authorized group of users to approve and share meaningful metrics, calculations, and views, with their teams
  • Minimize visual clutter by removing definitions and pages not strictly shared
  • Create personal spaces for users to experiment with building metrics, funnels, dashboards, and other named expressions

If the publishing settings are enabled for your instance, any cohort, metric, funnel, session, or dashboard that a user creates is not published by default. Any individual with the Publisher role can review those items and publish them to make them available to all users. 

  • When a Publisher publishes a named expression, Interana creates a copy of the named expression. The Publisher must give the item a new name (these names must be unique), then saves the new, public version. The original metric, session, cohort, funnel is retained by the owner (the person who created it) and is not published.
  • Only Publishers can edit published named expressions
  • If the publishing settings are disabled, anything you and other users in your Interana instance create (dashboards, cohorts, metrics, sessions, and funnels) are visible to all users in your instance.
  • When publishing settings are enabled for your instance, all existing named expressions and dashboards are marked as personal, not public.

Publishing features in the named expression tabs

The named expression tabs in Interana (for dashboards, cohorts, metrics, sessions, and funnels) have multiple subtabs. 

All users will see the My and All tabs.

The My tab lists the named expressions (for example, sessions) that you own. This includes named expressions that you created or copied. 

For users with the standard User permission, the All tab lists all named expressions that you own as well as published named expressions created by other users. For Publishers and Admins, the All tab includes all named expressions created by all users in the system, both published and unpublished. 

Publishers and Admins will also see a Published tab. This lists all named expressions that have been published by any Publisher or Admin, and are visible to all users.

Example publishing workflows

A Publisher reviews and publishes a metric

In this example, a Publisher is reviewing metrics to share with their team. 

  1. A publisher opens the Metrics tab and views All metrics. This displays all metrics, both published and unpublished. 
  2. The Publisher selects and reviews a metric, then decides to publish it. They edit the metric, select the Publish checkbox, and click Copy & Publish.
  3. Interana prompts them to edit the name of the new metric. The publisher enters a unique name and clicks Save
  4. The metric will now be visible to all users when they go to Metrics > All. Anyone with the Publisher or Administrator role will see the metric in both the Published and All tabs.

A User sends a metric to a Publisher for approval

Users can also send named expressions they create to Publishers. A Publisher can then approve and publish the named expression. 

1. After creating a metric, a User clicks the Share icon in the Metrics tab to display a link to that metric. 
2. The User emails the URL to a Publisher. 
3. The URL takes the Publisher to the Edit Metric dialog, where the Publisher can review the metric.
4. If they decide to share it with the team, they select Publish Metric, click Copy & Publish, enter a name for the copy that will be published, and then click Save.
5. The metric will now be visible to all users when they go to Metrics > All. Anyone with the Publisher or Administrator role will see the metric in both the Published and All tabs.

User roles and privileges

Users can one or more roles: User, Administrator, and Publisher. Go to Settings and click User Management to grant and revoke user roles.

A user with the User role can view any named expression (cohort, dashboard, funnel, metric, or session) that has been published, or that they have created. All new accounts are given the User role by default.

A user with the Administrator role can assign roles to other users and revoke any role.

Administrators can:

  • Grant Administrator and Publisher privileges
  • Revoke Administrator, Publisher, and User privileges
  • Publish metrics, sessions, cohorts, funnels, and dashboards
  • Edit published metrics, sessions, cohorts, funnels, and dashboards
  • Unpublish dashboards

A user with the Publisher role can view named expressions (metrics, sessions, cohorts, funnels, and dashboards) that have not been published, and can publish any of those named expressions. Publishers can also grant the Publisher role to other users.

Publishers can:

  • Grant Publisher privileges
  • Revoke Publisher privileges
  • Publish metrics, sessions, cohorts, funnels, and dashboards
  • Edit published metrics, sessions, cohorts, funnels, and dashboards
  • Unpublish dashboards
  User Publisher Administrator
View published named expressions
View both published and unpublished named expressions in the named expression tabs  
Publish named expressions  
Unpublish dashboards  
Edit published named expressions  
Grant / revoke the Publisher role  
Grant / revoke the Administrator role    
Revoke the User role    

note_icon.png Administrators and Publishers can’t see other users’ personal named expressions in  typeahead fields. This keeps the typeahead fields from becoming overloaded with named expressions.


Revoking user roles

If an Administrator revokes the User role from an account, that user will not be able to see any datasets in or use Interana. However, the account will still exist and an Administrator can reinstate the account by granting it the User role again.

Publishing operations on named expressions with dependencies

Interana will warn you if you are publishing a named expression that has dependencies on named expressions that have not been published (for example, a metric that uses cohorts that have not been published). Interana will display a warning message under the Publish checkbox and will outline any unpublished named expressions in orange.

If you publish the named expression, be aware that the owner is able to edit any unpublished named expression, which could affect the named expression that you published. The owner is typically the user who created the named expression, not necessarily the person who published it.

Unpublishing a dashboard

Publishers can also “unpublish” dashboards, which reverts the dashboard back to unpublished status.

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