Get started

Administration is a single location to manage users, groups, and roles across the Data Discovery suite.

• The term user refers to a user of the system and to the record of that user that you create in Administration. Users can be employees, consultants, or other parties.

• Groups provide a way to organize your users.

• Roles define access to Administration and to integrated Data Discovery components. Roles can be assigned to a group or to an individual user.

Administration includes several default roles.

When getting started with the application, manage your users in the following order:

Data Discovery home page

After a successful log on, the Data Discovery home page opens. From the home page, you can access all components within Data Discovery that you have access to.

From within each Data Discovery component UI, click Data Discovery or the Data Discovery icon (DD) above the primary navigation panel to navigate to the other UIs within the application.

Administration UI

Administration includes the following general features:

• Click the menu icon () to hide or show the primary navigation panel.

• Click the help icon () to open the Help Center.

• Click the user icon () to see the user you are logged in as or to log out.

• Where applicable in a list view:

  • Click anywhere in a list row to select (highlight) the row. This also reveals applicable action icons in the right column.

  • Click the item name to open the edit dialog.

  • Hover over the row to reveal applicable action icons in the right column.

  • Click the open detail panel icon () above the list column headers to open a detail panel for the selected item; click the close icon () in the upper right corner of the panel to close the detail panel.