Manage Permission Filters

Analyze Usage Data Coveo Relevance Cloud Business Analyst System Administrator Product Documentation

In this article

Add or Edit a Permission Filter
Delete a Permission Filter
Review Permission Filter Management Activities
Required Privileges

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 (platform-ca | platform-eu | platform-au) page, click Add permission filter.

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

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)
Under Filters, click .
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.
In the dropdown menu, select an operator to define the relationship between the selected dimension and the value.
Click the box under the operator and provide a value to use as a filter. To add more than one value, click 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.
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.
Click Add filter.
Click 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
Under Members to whom the permission filter applies, use the dropdown menu to select the desired members. Click to deselect any unwanted member.
Under Groups to whom the permission filter applies, use the dropdown menu to select the desired member groups. Click 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.
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.

On the Permission Filters (platform-ca | platform-eu | platform-au) page, click the permission filter that you want to delete, and then click Delete in the Action bar.
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 (platform-ca | platform-eu | platform-au) page, click . For more information regarding the Activity panel, see Review resource activity.

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 (platform-ca | platform-eu | platform-au) 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 Organization - Organization	View
Edit permission filters	Analytics - Analytics data Analytics - Dimensions Analytics - Named filters Organization - Groups Organization - Organization	View
Edit permission filters	Analytics - Permission filters	Edit
Access the Activity Browser and view all organization activities	Organization - Activities Organization - Organization	View