Manage Permission Filters

You may want some data in your UA reports to be accessible to certain Coveo organization members only, especially if sensitive information can be derived from this data. With the appropriate privileges, you can create permission filters to restrict data access in reports.

Permission filters apply to all UA reports and data exports. They also apply to the Visit Browser, in which the filters can behave differently (see Review User Visits With the Visit Browser). They can be assigned to any organization member or group and can also be modified or deleted at any time.

The more permission filters you assign to an organization member or group, the less UA data they can review. When there are conflicting permission filters (e.g., Country is Canada and City is Seattle), no data is returned in the report, data export, or Visit Browser.

Add or Edit a Permission Filter

When adding a permission filter, on the Permission Filters page, click Add permission filter.

To edit a permission filter, click the desired filter, and then in the Action bar, click Edit.

  1. In the Add/Edit a Permission Filter panel, in the Filter name box, enter a descriptive name for the permission filter.

    Small Appliances Technical Support Team (Canada)

  2. Under Filters, click Add-Filter.

  3. In the list of available dimensions, select the dimension by which you want to filter the data.

    You can choose from multilevel dimensions only, i.e., dimensions that can apply to click, search, and custom events, such as City and User Name.

  4. In the drop-down menu, select an operator to define the relationship between the selected dimension and the value.

  5. Click the box under the operator and provide a value to use as a filter. To add more than one value, click Add or press Enter.

    The maximum number of values per filter is 75.

    When you select a suggested value, this value is case-sensitive. However, when you enter a value, this value is case-insensitive.

  6. Check the Include blank values in filter and Include n/a values in filter boxes if you want your filter to include blank and N/A values.

  7. Click Add filter.

  8. Click Add-Filter again if you want to add another filter.

    You want your technical support team to see only the organization activity analytics data that:

    • Is relevant to their department, i.e., the small appliances department

    • Pertains to Canadian users, for which the team is responsible

    UA data relative to other departments or countries aren’t relevant for this team and could cause confusion. You therefore create the following permission filters so that irrelevant data is excluded from the reports and the agents only see the information they need:

    • Origin 1 (Page/Hub) contains Small Appliances

    • Country is Canada

  9. Under Members to whom the permission filter applies, use the drop-down menu to select the desired members. Click Deselect to deselect any unwanted member.

  10. Under Groups to whom the permission filter applies, use the drop-down menu to select the desired groups (see Manage Groups). Click Deselect to deselect any unwanted group.

    Your filter applies to a Canadian technical support team responsible of the small appliances department, so you select the Small Appliances Canadian Support Team group.

  11. When you’re done adding or editing your filter, click Add filter or Save.

Delete a Permission Filter

When you no longer want a permission filter to apply, you can delete it.

  1. On the Permission Filters page, click the permission filter that you want to delete, and then in the Action bar, click Delete.

  2. In the confirmation prompt that appears, click Yes.

Deleted permission filters stop applying immediately.

Review Permission Filter Management Activities

The Activity panel presents permission filter management activities in reverse chronological order. Each row represents an activity, indicating when it occurred, the name of the affected filter, what was done (creation, modification, deletion), and by whom (organization member).

To review these activities, on the Permission Filters page, click Activity. For more information regarding the Activity panel, see Review Events Related to Specific Coveo Administration Console Resources).

If the Activity icon is grayed and unresponsive, you don’t have all of the required privileges to perform this action.

Required Privileges

The following table indicates the required privileges to view and edit elements of the Permission Filters page and associated panels (see Manage Privileges and Privilege Reference).

Action Service - Domain Required access level
View permission filters

Analytics - Analytics data

Analytics - Dimensions

Analytics - Named filters

Analytics - Permission filters

Organization - Groups

View
Edit permission filters

Analytics - Analytics data

Analytics - Dimensions

Analytics - Named filters

Organization - Groups

View

Analytics - Permission filters

Edit
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