Introduction to the Authorizations page

Introduction to the Authorizations page#

Introduction#

The Authorizations page is where you manage the authorizations that allow you to collect data from your chosen data sources.

What is an authorization?

An authorization gives Adverity access to a data source or a destination. You need to create an authorization to collect data and load it into external destinations. You can use one authorization to create multiple datastreams and destinations.

What are authorization permissions?

Most authorizations give Adverity access to multiple items that are linked to the authorization, such as accounts or profiles. When you create an authorization, you set permissions that define which items Adverity can access.

If an authorization does not ask you to select the permissions for items you want to give Adverity access to, this means that the authorization only grants Adverity access to a single item, for example a single account.

Permission changes#

This section, available as part of the Data Quality Suite, provides an overview of the permission changes across your authorizations.

The visualization shows a bar chart representing permissions added or removed, with added and removed permissions shown as separate bars. The chart covers up to a month in the past. Hover over a bar to see the count of additions and removals for that day, along with the connector name. Click See more to open the Permission Changes page, where you can select a date range, filter and search the full history of permission changes across all authorizations, and export the results as a CSV file.

For more information, see Monitoring permission changes.

Authorizations overview#

After you have created at least one authorization, the Authorizations page provides an overview of your authorizations.

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  • Use the filters to view your authorizations according to different properties. See below for more information about these filters.

  • Enter an authorization name in the search field to find it by Name.

  • Click + Create authorization to create an authorization.

  • Select the checkboxes next to one or more authorizations to show additional actions above the table, including cloning to another workspace. The actions available depend on your role and permissions. For more information, see Managing user permissions and Cloning authorizations.

The table in the middle of the Authorizations page contains important information about your authorization s in the following columns:

  • Type - the data source to which this authorization applies

  • Name - the name of this authorization

  • Workspace - the workspace in which this authorization was created

  • Created - the date and time at which this authorization was created

  • Last used - the date and time at which this authorization was most recently used

  • Permissions - the number of items this authorization has permissions for

  • Used by - the number of datastreams and the number of destinations that use this authorization, shown separately

  • Status - the authorization’s access status

The filters above the table allow you to view specific authorization s in the table. You can apply more than one filter at the same time to view specific authorization s:

  • All / System managed - System managed displays only authorizations that Adverity manages automatically

  • All / Data sources / Destinations - displays authorizations by whether they apply to data sources or destinations

  • All / In use / Not in use - displays authorizations by whether they are currently used by a datastream or destination

  • Workspace - displays all authorizations that are used in the selected workspace

  • Connection type - displays all authorizations for the selected data source or destination

  • Creator - displays all authorizations created by the selected user

  • Status - displays all authorizations with the selected access status

You can also use the search bar to search for authorizations by the Name column in the table. You can use the search function with or without filters applied.

Click image2 Select an action in a specific authorization‘s row in the table to perform additional actions with this authorization . The actions you can perform are:

  • Sync metadata - manually update metadata - for more information, see Synchronizing metadata

  • Validate authorization - verify that the authorization is valid

  • Rename - rename the authorization

  • Available permissions - export a CSV file containing a list of the permissions assigned to this authorization

  • Permission changes - export a CSV file containing permission changes for this authorization in the selected date range. For more information, see Monitoring permission changes.

  • Clone - clone the authorization

  • Delete - review the list of objects that will be affected if you delete this authorization, and delete this authorization

These actions can also be performed in bulk. To perform an action on multiple authorizations at the same time, follow these steps:

  1. Select the authorizations you want to perform an action on.

  2. Above the table the actions menu will appear. Select the action you want to apply.