This guide will show you how to add data sources, create dashboards, and manage users.
- 1. Getting started
- 2. Data sources
- 3. Dashboards
- 4. Managing users
- 5. Permissions
- 1. Getting started
- 2. Data sources
- 3. Dashboards
- 4. Managing users
- 5. Permissions
1. Getting started
When you log into Contiamo, the welcome screen will show the list of projects that you are a member of.
In order to get started, please:
- Visit a project where you are an admin (see information in the Role column);
- Or create a new project (from the top right).
Whether you enter an existing project or create a new one, you will land in the Activity section of the project. This page features a few shortcuts to common admin tasks:
In this tutorial, we will perform admin tasks from the Manage section, which is accessed from the navigation bar at the top of the page:
In this section, you can manage data sources, users, and more. Dashboards are managed from the Dashboards section, also accessible from the navigation bar.
To get started, please navigate to the Manage section of a project where you are an admin.
1.1. Getting help
You can get help at any moment by:
- Clicking on the live chat icon and chatting with us;
- Displaying available inline help from the dropdown menu.
These functions are accessible from the top right corner anywhere in Contiamo:
2. Data sources
In addition to your own data, Contiamo can integrate data from a variety of external sources such as Google Analytics or Facebook. Connectors to these data sources are can be installed in just a few clicks.
Below is an example list of available connectors. We are constantly adding new connectors, and you can suggest new ones to email@example.com.
2.1. View installed data sources
The Data sources tab in the Manage section (which is the default landing tab) provides an overview of data sources currently installed in your project:
The Status column relays information on potential connection problems. A green ‘connected’ status means that we have not detected any problem with the data source.
2.2. Add a standard data source
Plese refer to the data integration help for detailed instructions.
2.3. Share data sources
Data sources can be shared between projects. A typical use case would be for a parent company to have a consolidated view of its subsidiaries’ projects. Shared data sources can be managed from the appropriate tab:
Access to an data source is granted from within the project that hosts the data source.
Navigate to the Granted to other projects list, and click + Add new grant.
The data source should be renamed if the target project is intended to host identically named sources from different projects.
Note: Unless you are already familiar with Contiamo as a user, we recommend that you take the user tutorial, where you will learn how to create the widgets that populate a dashboard.
The Dashboards section (accessed from the navigation bar) lists the dashboards in your project. Here you can view an existing dashboard or add a new one.
3.1. Edit an existing dashboard
Select a dashboard from the list (when we create a first project for you, we include at least one example dashboard). As an admin, you can edit the dashboard by clicking on the edit dashboard button above the dashboard.
3.2. Modify an existing widget
Dashboards are populated with widgets, which are visual representations of your data such as tables and charts.
In edit mode, each widget displays a menu that lets you edit, delete, and copy (duplicate) the widget. You can also enter a title, move the widget around by grabbing the top border of the widget window, and resize the widget by pulling from a border or a corner.
If you click Edit, you enter a view that is identical to the explore section covered in the user tutorial, and you can modify the widget exactly as described there.
Note: The same explore view will open if you click on the top border of a widget when not in edit mode. You will not be able to save any changes you make there directly, but you can always re-export the modified widget to the dashboard as described below.
3.3. Add a new widget
Select one of the chart types from the edit toolbar, and a new widget pops up:
You can edit and move the widget as would any existing widget. You can also change the widget type (e.g. from line to bar chart) after the fact.
3.4. Create a new dashboard
Go back to the main Dashboards section via the navigation panel. Click on + Add new dashboard, and the following dialogue will pop up:
You have a choice between two layouts, screen and report, which are described in the dialogue. After entering your dashboard’s name and creating the dashboard, you can add and edit widgets like you did for existing dashboards above – except of course that you will start with a blank slate.
3.5. Import a widget
If you want to populate a dashboard with existing widgets from another dashboard, you can:
- Go to the other dashboard, and click on the top border of a widget (the mouse pointer should turn into a magnifier).
- Once in the explore view of the widget, click on the middle tool from the upper right corner of the results area, and click Dashboard:
- Select the dashboard you want to export the widget to.
In the settings (accessible from the edit toolbar) you can set user permissions, set up notifications, apply a different theme, or change the layout. More importantly, this is where you can delete a dashboard:
4. Managing users
Each project has two types of users:
An admin has all the rights required to run the project, i.e. add dashboards, data sources, and users. Users can view, edit or own dashboards, data sources and notebooks. Prerequisite is that the user has been granted permission to view, edit or own that particular resource.
4.1. View users
Users are managed in the Users tab of the Manage section:
This tab displays the list of current users, and lets you add, remove, or change the role of users.
4.2. Invite a user
Inviting users is fairly straightforward: enter their email address, pick a role, and send the invitation.
After inviting users, make sure you give these users permission to data sources, dashboards, or notebooks as required.
4.3. User groups
User groups can be created in the Groups tab next to the Users tab. Permission to view dashboards can be granted in bulk by adding the group in the permission settings.
Notifications (also managed in each dashboard’s settings) can also be sent to groups.
In this section, you will learn how users and groups of users within Contiamo can be set to have differing levels of access to data sources, dashboards, presentations or notebooks.
There are two user groups – admins and users. Admins have access to all Contiamo resources, are able to invite new users and set users’ permission level for specific items. Users can have three different permission levels: View, Edit and Owner.
5.1. Recent changes
Our permission structure has recently changed to ensure you can easily share your insights, with relevant audiences, while keeping your data secure.
The section below will outline the new permission structure. However, for existing entities, the permission structure mirrors the structure that was in place prior to these new permission features being released.
5.2. Permission levels
In this section, we will run through what each of permission level means.
View permissions give the user the ability to see the entity and use it, but not to edit it.
For example, users with View permissions for a data source are able to explore that data source fully and use it in their own dashboards, notebooks and presentations. The user is not able to edit or delete that data source.
For dashboards, notebooks and presentations, the user is able to view all elements of these entities, regardless of whether they have View, Edit or Own permissions of the underlying data sources. Once again, the user is not able to edit or delete these entities.
Edit permissions are similar to the View permission with the only differentiating factor being that they can edit the entities that they have permission to. This allows a user to, for example, change the layout or edit and delete individual widgets within that dashboard.
A user with Owner permissions has two additional rights over a user with Edit permissions. Firstly, they are able to assign user permissions to other users or groups of users for that entity. Secondly, they are able to delete an entity.
5.3. Setting permissions
When you add new entities (data sources, dashboards, presentations, etc.) to your Contiamo account, only admins will inherently have permission to view, edit or delete the entity.
To provide access to users, you must set these permissions manually. Let’s look at changing permission structures for a data source first. After adding a data source as normal, go to that data source in your list of existing data sources and click the icon in the top right corner as in the image below.
After clicking on permissions, a new window will appear, as below. Here you are able to provide users or groups of users with differing permission levels by clicking on the desired users or groups of users on the left-hand side. This will take them to the list of users permitted to view, edit or own the data source on the right-hand side. Click the arrow to reveal a drop-down menu where you can choose that user’s or group of users’ permission level.
To select users permitted to view, edit or own dashboards, notebooks or presentations, you follow the same process as outlined here.
Additionally, you can edit permissions for existing data sources, dashboards, notebooks and presentations.
5.4. Permissions FAQs
What are the key advantages of the permission structure?
Firstly, not everybody needs to be an admin to get access to specific entities. Every user who has permission to view a specific data source is now able to explore this source and build their own dashboards, notebooks and presentations using the data.
Secondly, you are now able to begin building dashboards and experimenting with your data incognito. You only need to make this available to your colleagues once you are happy with the outputs.
Finally, data can be shared far more easily within your organization, while still maintaining maximum security of confidential data. Contiamo is now much more flexible with what data and insights you share with which members of your organization.
Why can nobody else see my data sources, dashboards, notebooks or presentations?
All data sources, dashboards, notebooks or presentations are automatically created with the user who created the entity, along with the project admins, being the only users with permission to view, edit or own the dashboard. You must edit the permission structure, as outlined above, in order to provide permission rights to additional users or user groups.
What will happen to my existing data sources, dashboards, notebooks or presentations?
In order to minimize disruption during this new release, we have ensured that all existing entities have the same permission structure as before the release. To use this new permission structure with existing dashboards, you may follow the steps as outlined above.
Why am I not able to see my colleague’s data source, dashboard, notebook or presentation?
You are not able to see this specific entity because your colleague has not provided permission for you to do so. To view, edit or own a data source, dashboard, notebook or presentation, your colleague or an admin must follow the steps as outlined above, choosing the right permission level based on the description above.
Why is my colleague able to see widgets containing data from a source he does not have access to?
If a user is assigned permission to view, edit or own a specific dashboard, they are able to see all the insights presented within that dashboard. However, they will be unable to explore the underlying data if they have not been given access to the underlying data source.
I am viewing my colleague’s dashboard. Why am I not able to explore the data within individual widgets?
You are unable to explore individual widgets because, although you have permission to view, edit or own a specific dashboard, you have not been given permission for the underlying data source. To be able to explore the data within individual widgets, your colleague must assign you permission for the underlying data source by following the steps outlined above.
I want to create a data source, dashboard, notebook or presentation that my account admins are not able to see. Why am I unable to remove them from the permission structure?
Admins have access to all Contiamo resources, are able to invite new users and set users’ permission level. As such, they have owner permissions on all entities for your organization. If you believe someone has incorrectly been assigned admin rights to your account, contact Contiamo customer support using the chat panel in the upper right corner of this window.