Using the Administration options in Astrato
From the lobby sidebar, click Administration to view the options linked to the administration of Astrato.
The sections available for view are linked to role type and customer level.
Figure 1: Administration home visible to users with Create and Viewer roles.
Please note: Users with Owner or Admin access have access to System Settings and Enterprise Connection as well.
Contents
Enterprise-level customers
Enterprise-level customers have two extra options in the Administration section - Teams and License and Usage.
Figure 2: Administration home - Enterprise-level customers see Enterprise Connection and License and Usage
Options in the Administration section
General:
Appearance:
Default view:
| |
List of all users, when their account was added, and what type of role they have in Astrato (Owner, Admin, Creator, and Viewer). | |
The Teams section is for Enterprise-level customers to organize their users in teams. | |
Select a pre-configured workbook to connect to your data (e.g. Snowflake credit tracking). | |
Set up connections via Login or Access integration. | |
Create embed links to share views of your live data in other systems | |
The License & Usage section allows Enterprise-level customers to organize their users and assign them to teams, with each team assigned the most appropriate licensing model. | |
Use this area to manage media used in your Astrato tenant. |
Lists in the Administration section
In all the Administration sections of Astrato, when there are lists, you can:
Filter the fields in columns (click the filter icon beside the column name).
Adjust how many rows per page are visible to 5, 10, 25, and 50 (change this from the bottom of the list)
Figure 3: Change the number of rows visible in a list
System Settings
General: Demo data
When you create an account and log in to the workspace for the first time, you'll see published workbooks and a data connection with example data views.
Figure 4: Download demo data in Astrato from the Systems Settings options
If you'd rather not include any examples with demo data in your workspace, an Administrator user can delete the data in the Demo data section.
Before you delete or update the demo data, a warning message displays with the names of the demo data and workbooks that will be affected.
Figure 5: Warning of affected workbooks when you update or delete the demo data.
General: Execute SQL Action
Slide the toggle to allow users with the Viewer role to execute custom SQL queries. A warning displays to confirm if you want to allow this permission to users with a Viewer role.
General: Creators can upload shared media
Creators can upload shared media. Allow users with the Creator role to upload media available to other users in the list of Gallery images under the Shared media heading.
Figure 6: Media available to all users are in the Shared media section.
Appearance - Lobby theme selection and customization
Control and modify the whole lobby experience for users. Select a predesigned theme, adjust it to your brand colors, and add your company's logo (hover over it, click Upload or Reset).
Click on the color in the Custom Theme area to view the color picker; you can enter color codes that are Hex, RGB, or HSL and select whether you use the white or dark font color.
Figure 7: Astrato Lobby and appearance theme options
Default View - Set the entry point for users by their role type
An Administrator can select the area of Astrato that displays after login by user role type.
The view options are the Data, Collections, or Workbook area of Astrato. Click the radial button for each user role type from the displayed table.
An example of the use would be to have all Viewers open at the view of the list of Workbooks or Collections.
Figure 8: Click the radial button for each user role type to select their view in Astrato after logging in.