Admin Console > Roles > Markers

Markers

You can tag data by adding markers. Set on data points, markers allow a data point to be tagged and dragged, for the purpose of sharing analytics with other users across various pages, charts, and grids.

Typically, an annotation is set for a data point, but a marker can also launch a new View or a link to an external website.

A marker can have three levels of visibility with different types. These parameters are set for the roles overall and can be changed for a particular marker in the Viewer, but only within the limits defined by a role. For example, if a role restricts markers to either "Info" or "Alert," in the Viewer you can only view these two types (and not the "Issue" type). You can still create the "Issue" marker, but it will not be visible for the role with limited rights.

You can also disable the function of creating markers for a role or define the lowest level of marker importance to be visible for the user within a role.

  1. Navigate to Admin Console > Documents Tree > Roles, select the required role, and select the Markers tab.
  2. Select the Can create markers check box to enable "Markers" functionality.
  3. Select Roll up markers if you want the markers to be visible only if the marker filters fully intersect with element filters.
  4. On the list, select the lowest level of marker importance that will be available to the role:

    • High

    • Low

    • Medium

    For example, if you select Medium, the user assigned to this role can only see markers of Medium and High level importance on the dashboard.

  5. Select the marker types available for the role.

    • Info

    • Issue

    • Alert

  6. Select the marker visibility levels available for the role.

    • Personal

    • Selected

    • Public

  7. On the Actions toolbar, click Save.