User Onboarding Guide

New to Datalogz Control Tower? This guide gets your organization productive in the first 15 minutes.

Both Datalogz System Admins and 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 your assigned role.

Before you start

Your Datalogz team completes onboarding with you first. During that process they set up your log-in method, configure connectors to your BI environment, and help you select and enable the monitors you want running. If any of these are incomplete, contact your Datalogz team before proceeding.

Where everything lives

Configuration happens in Settings, organized into three groups in the left navigation:

• Organization: people and how they are grouped for access and ownership.

• Connectors: links to your BI platforms and identity provider.

• Features: which monitors are active, workflows, and BI360 configuration.

Your first 15 minutes

Work through these three steps in order.

1. Create user groups

In User Groups, create groups based on teams or departments (for example, Finance Analysts or Marketing Ops) and assign a role to each. Members inherit the group's permissions, which keeps access consistent and simple to manage.

2. Create teams

In Teams, scope the parts of the BI environment you want managed. Create teams that mirror how you organize your estate, for 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 is enabled in the Monitor Catalog) and add users or user groups. Assign at least Member access so people can see the team's assets, monitors, and metadata.

3. Invite users

In Users, invite the people who need access to Control Tower and add them to their groups and teams.

From there, alerts start arriving on the Home dashboard, and BI360 begins building the executive view of your analytics estate.