Quick Start Guide
If you are new to Datalogz Control Tower, you can get started quickly by following this guide.
Both Datalogz System Admins and Datalogz General Admins see every setting, but only the System Admin can configure everything. If an option described here is missing for you, check with your admin about the role you have been assigned.
Overview
To get started, navigate to the Settings area where you configure Datalogz Control Tower for your organization. It is organized into three groups in the left navigation:
Organization: manages people and how they are grouped for access and ownership.
Connectors: links Datalogz to your BI platforms and identity provider.
Features: controls which monitors are active, defines workflows, and configures BI 360.
The following steps explain what to do first to start onboarding the first users on the platform
Prerequisites:
Before getting started, you should have completed onboarding with your Datalogz team. During this process, your team will:
Set up your login method for accessing Control Tower
Configure connectors to your BI environment
Help you select and enable the monitors you want running in Control Tower
If any of these steps are incomplete, reach out to your Datalogz contact before proceeding.
Your first 15 minutes
If you are setting up Datalogz for the first time, work through these 3 steps in order:
In User Groups, create groups based on teams or departments and assign roles.
In Teams, create a scope of the BI environment that you want managed, define how you want to manage it and by who.
In Users, invite the people who need access to Datalogz Control Tower.
User and User Groups
In the Users and User Groups section, you manage who can sign in to Datalogz and the roles they hold. Groups define user permissions and access levels so you don't have to manage roles user by user.
Recommended approach:
Create user groups based on teams or departments (e.g., Finance Analysts, Marketing Ops)
Assign the appropriate role to each group
Add users to their respective groups (you can wait until you finished the Teams set up to invite users to groups)
This ensures consistent permissions and simplifies ongoing management.
Create Teams
Teams represent subsets of your BI environment, for example, a region or a line of business. Members added to a team inherit access to the platform content it owns.
Recommended approach:
Create teams based on how you want to organize and manage your BI environment
Example: a team for Production Power BI Capacities or specific Tableau projects
During setup, select which monitors should be active for the team
Available monitors depend on what’s enabled in the Monitor Catalog
Add users and/or user groups to the team
Assign at least Member access to grant visibility into the team’s assets, monitors, and metadata
Using user groups here makes scaling much easier. You add the group once, and all members inherit access automatically.
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