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Unverified Commit 380e4ad1 authored by Jeff Bruemmer's avatar Jeff Bruemmer Committed by GitHub
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docs - settings gear and images (#23705)

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......@@ -14,7 +14,7 @@ title: Adding and managing databases
## Adding a database connection
At the bottom of the navigation sidebar, click on the **gears** icon and select **Admin settings**.
At the top right of the screen, click on the **gear** icon > **Admin settings**.
Once in the Admin section, select the **Databases** tab from the navigation bar at the top of the screen. You’ll see a list of your connected databases (if any). To connect a database to Metabase, click **Add database** and follow the connection instructions for your database.
......@@ -30,7 +30,7 @@ Metabase supports many different databases and data sources, with different leve
### Officially supported databases
The following databases have official drivers maintained by the Metabase team. Customers on [paid plans](https://www.metabase.com/pricing/) will get official support.
The following databases have official drivers maintained by the Metabase team. Customers on [paid plans](https://www.metabase.com/pricing/) will get official support.
- [BigQuery](databases/bigquery.md) (Google Cloud Platform)
- Druid
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......@@ -19,7 +19,7 @@ Or are you instead looking for docs on [models](../users-guide/models.md)?
## Accessing the Data Model page
At the bottom of the navigation sidebar, click on **gear** icon, and select **Admin** > **Data Model**.
At the top right of the screen, click on **gear** icon > **Admin** > **Data Model**.
In the sidebar on the left, you can choose which database to configure. Next, select the table to view and edit its metadata.
......@@ -88,7 +88,7 @@ For the **SQL editor**, **Do Not Include** settings only affect visibility in th
### Field type
You can use the Data Model page to edit field types for fields in your database. Use the **Type** dropdown menu to select from this [list of options](../users-guide/field-types.md).
You can use the Data Model page to edit field types for fields in your database. Use the **Type** dropdown menu to select from this [list of options](../users-guide/field-types.md).
In this same menu, you can also designate a column as the table's **primary key** or **foreign key**.
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......@@ -4,9 +4,7 @@ title: Managing people and groups
# Managing people and groups
To start managing people, first go to the **Admin panel** by clicking on the **gear** icon in the bottom of the navigation sidebar and selecting **Admin settings**.
In the Admin panel, select the **People** tab from the menu bar at the top of the screen. You'll see a list of all the people in your organization.
To start managing people, click on the **gear** icon > **Admin settings** > **People**. You'll see a list f all the people in your organization.
![Admin menu](images/AdminBar.png)
......@@ -46,8 +44,8 @@ You can edit someone's name and email address by clicking the three dots icon an
Search for a person and look for an icon beside their name.
- If they log in using Google credentials, Metabase displays a Google icon.
- If they log in using an email address and password stored in Metabase, no icon is shown.
- If they log in using Google credentials, Metabase displays a Google icon.
- If they log in using an email address and password stored in Metabase, no icon is shown.
Note that the type of user is set when the account is first created: if you create a user in Metabase, but that person then logs in via Google or some other form of [SSO](sso.md), the latter's icon will _not_ show up next to their name.
......@@ -121,7 +119,7 @@ It's important that your All Users group should never have _greater_ access for
#### Creating a group and adding people to it
To create a group, go to **Admin settings** > **People** > **Groups**, and click the **Add a group** button.
To create a group, go to **Admin settings** > **People** > **Groups**, and click the **Add a group** button.
We recommend creating groups that correspond to the teams your company or organization has, such as Human Resources, Engineering, Finance, and so on. By default, newly created groups don’t have access to anything.
......@@ -133,7 +131,7 @@ To remove a group, click the X icon to the right of a group in the list to remov
#### Adding people to groups
Adding people to groups allows you to assign
Adding people to groups allows you to assign
- [Data access](05-setting-permissions.md),
- [Collection permissions](06-collections.md),
......@@ -160,10 +158,9 @@ Group managers are not admins, so their powers are limited. They cannot create n
To promote someone to become a group manager:
1. Click on the **Gear** icon at the bottom of the navigation sidebar.
2. Go to **Admin settings** > **People** > **Groups**.
3. Select the group you want the person to manage. If the person isn't already in the group, you'll need to add that person to the group.
4. Find the person you want to promote, hover over their member type, and click the up arrow to promote them to group manager. If you want to demote them, click on the down arrow.
1. At the top right of the screen, click the **gear** icon > **Admin settings** > **People** > **Groups**.
2. Select the group you want the person to manage. If the person isn't already in the group, you'll need to add that person to the group.
3. Find the person you want to promote, hover over their member type, and click the up arrow to promote them to group manager. If you want to demote them, click on the down arrow.
### Grouping strategies
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......@@ -11,6 +11,7 @@ There are Metabase users around the world, each with different preferences for h
3. **Question**. Set formatting defaults for individual questions in the visualization settings of that question. Question defaults override global and field defaults.
### Field-level formatting
You can override the global defaults for a specific field by going to the `Data Model` section of the Admin Panel, selecting the database and table of the field in question, and clicking the gear icon on the far right of the screen next to that field to go to its options page, then clicking on the `Formatting` tab.
The options you'll see here will depend on the field's type. They're generally the same options as in the global formatting settings, with a few additions:
......@@ -30,6 +31,7 @@ The options you'll see here will depend on the field's type. They're generally t
Currency field formatting settings include all the same options as in the global formatting section, as well as all the options that Number fields have.
### Question-level formatting
Lastly, you can override all formatting settings in any specific saved question or dashboard card by clicking on the gear to open up the visualization options. To reset any overridden setting to the default, just click on the rotating arrow icon next to the setting's label. This will reset the setting to the field-level setting if there is one; otherwise it will be reset to the global default.
---
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......@@ -10,7 +10,7 @@ By default, Metabase uses OpenStreetMaps for map visualizations, but there are a
To find the map settings:
1. Click the **gear** icon at the bottom of the navigation sidebar and select **Admin settings**.
1. At the top right of the screen, click **gear** icon > **Admin settings**.
2. Select `Maps` from the navigation on the left.
![Map Settings](images/MapSettings.png)
......
......@@ -8,7 +8,7 @@ title: Application permissions
Application settings are useful for granting groups access to some, but not all, of Metabase's administrative features.
To set application permissions, click on the **Gears** icon at the bottom of the navigation sidebar and go to **Admin settings** > **Permissions** > **Application**.
To set application permissions, got to the top right of the screen and click on the **gear** icon > **Admin settings** > **Permissions** > **Application**.
- [Settings access](#settings-access)
- [Monitoring access](#monitoring-access)
......
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......@@ -6,9 +6,9 @@ title: Audit logs
{% include plans-blockquote.html feature="Audit logs" %}
As an administrator of Metabase, you already know the importance of using data to understand your how people interact with your products or services. With the Audit tool, you can use Metabase to understand how people in your organization use Metabase. It's, well, meta!
As an administrator of Metabase, you already know the importance of using data to understand your how people interact with your products or services. With the Audit tool, you can use Metabase to understand how people in your organization use Metabase. It's, well, meta!
To view the audit logs, click on the **gear** icon at the bottom of the navigation sidebar, and click **Admin settings** > **Audit**. There's a lot of data available, not only about your people, but also about your questions, dashboards, databases and more! We'll walk you through each of the sections below.
To view the audit logs, go to the top right of the screen and click on the **gear** icon > **Admin settings** > **Audit**. There's a lot of data available, not only about your people, but also about your questions, dashboards, databases and more! We'll walk you through each of the sections below.
## People
......@@ -39,7 +39,7 @@ The Data section focuses on your databases, schemas and tables, and is divided i
## Items
The __Items__ section focuses on questions, dashboards, downloads, and Subscriptions and Alerts.
The __Items__ section focuses on questions, dashboards, downloads, and Subscriptions and Alerts.
### Questions
......@@ -52,7 +52,7 @@ If important queries are appearing on the list of slowest queries, you will want
A list of all of your questions is available as well, and you can see various data points about each question at a glance:
- Query Runs
- Average Runtime
- Average Runtime
- Cache Duration
- Total Runtime
- Database
......
......@@ -6,7 +6,7 @@ title: Admin tools
{% include plans-blockquote.html features="Admin tools" %}
The Admin **Tools** tab contains features for troubleshooting questions. To get to the Admin tools sections, click on the **Gears** icon at the bottom of the navigation sidebar, and go to **Admin settings** > **Tools**.
The Admin **Tools** tab contains features for troubleshooting. To get to the Admin tools sections, go to the top right of the screen and click on the **gear** icon > **Admin settings** > **Tools**.
## Questions that errored when last run
......
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