Adding and Managing Permission Filters

You may want some data in your usage analytics reports to only be accessible to certain Coveo Cloud organization members, especially if sensitive information can be derived from this data. Members of the Administrators built-in group can create permission filters to restrict data access in usage analytics reports.

You want a team of technical support agents to be able to review only the usage analytics data that:

  • Is relevant to their department, i.e., the small appliances department
  • Pertains to Canadian users, for which the team is responsible

Usage analytics relative to other departments or countries are not relevant for this team and could cause confusion. You therefore create a permission filter so that irrelevant data is excluded and the team members see only the information they need.

Permissions filters can be assigned to any organization member or group. They can also be renamed, modified, and deleted at any time.

  • Permissions filters apply to all usage analytics reports and data exports. They also apply to the Visit Browser, in which the filters can behave differently (see Reviewing User Visits With the Visit Browser).

  • Permission filters add up. So, the more permission filters you assign to an organization member or group, the less usage analytics data they can review. In case of conflicting permission filters (e.g., Country is Canada and City is Seattle), no data is returned in the report, data export, or Visit Browser.

Create or Edit a Permission Filter

  1. On the Permission Filters page:

    • To create a permission filter, click Add Permission Filter.

      OR

    • To edit a permission filter, double-click the desired filter.

  2. In the Add/Edit a Permissions Filter panel that appears:

    1. In the Filter name box, enter a descriptive name for the permission filter.

      Small Appliances Technical Support Team (Canada)

    2. Under Filters, click the Add filter icon (Add Filter icon), and then:

      1. 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.

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

      3. Click the box under the operator and provide a value to use as a filter.

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

        • To add more than one value, click the plus icon (Icon-OrangePlus) or press Enter.

      4. When you want your filter to include blank and/or N/A values, check the Include blank values in filter and/or Include n/a values in filter boxes.

      5. Click Add Filter.

      6. Optionally, click the Add filter icon again 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

      So, you add the following filters:

      • Origin 1 (Page/Hub) contains Small Appliances
      • Country is Canada
    3. Under Members to whom the permission filter applies, use the drop-down menu to select the desired members (see Adding and Managing Members). Click the X to deselect any unwanted member.

    4. Under Groups to whom the permission filter applies, use the drop-down menu to select the desired groups (see Adding and Managing Groups). Click the X 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.

    5. When you are done creating/editing your filter, click Add Filter/Save.

Delete a Permissions Filter

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

  1. On the Permissions 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 one activity, indicating when it occurred, the name of the affected filter, what was done (creation, edition, deletion), and by whom (organization member).

To review these activities, on the Permissions Filters page, click the Activity icon (Activity icon) (see Review Events Related to Specific Coveo Cloud Administration Console Resources).

If the Activity icon is grayed and unresponsive, you do not 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 Permissions Filters page and associated panels (see Privilege Management 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