The "Admin" section of Coefficient is designed for domain administrators to manage and monitor team activities within the platform. It provides insights into imports, run histories, alerts, and individual user activities. If you wish to audit team activities, you can create Coefficient imports directly from the Admin section and set them to refresh. This allows you to develop a dashboard and analyze team usage and adoption. The Admin insights can be very helpful in troubleshooting any potential issues. 🔎
*This feature is for Enterprise Plans Only*
FAQs for the Coefficient Admin
Admin Insights
Admins need visibility into their team and how they might leverage the tools they are provided with - Coefficient is no exception, and we love sharing these insights with you!
Detailed Insights:
- Users - Visibility into your team and how they use Coefficient. Who is at the top of your Coefficient Leaderboard?
- Data Sources - See what data sources your team is connecting to and pulling data from (or pushing data back into) within your tech stack. (Examples: Salesforce, HubSpot, Snowflake).
- Imports - View all the imports created by your team, including the creator, creation date, whether they are scheduled to refresh, or if the user is manually refreshing them.
- Run History - Essential insights into activity on your imports in the last 30 days. It's important to check each import's run history (refresh history). If an import is failing, action may be needed to resolve the issue blocking the refresh.
- Automation - Automations created within your team help you stay updated on KPIs and other critical metrics for your business.
- Settings - Domain settings and configurations are accessible only to admins, who can update, enable, or disable certain features and interactions within Coefficient.
Admins can export most of these insights from the Admin and import them into Google Sheets/Excel as CSVs. It can be incredibly handy to create it as a Coefficient import, so it can be refreshed to give you recent insights—or go a step further and build a dashboard powered by these imports to get a 360-degree view of your team's activity. 💥💥💥
Accessing the Admin
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1. Click the Menu in the sidebar's top right corner. |
2. From the options listed, select “Admin." |
ℹ️ Note: If you are the Admin and do not see the Admin option in the sidebar, please contact Support (support@coefficient.io) for assistance.
3. A new browser tab will open with the following: Spreadsheets, Datasets, Team Activity, Admin, Invite Coworkers, and Plans & Billing (available only for Pro/Enterprise Plans).
Admin
The Admin tab consists of the following: Users, Data Sources, Imports, Run History, Alerts (Automations), and Settings.
Users
The Users tab displays information about all the Coefficient users within your organization.
ℹ️ NOTE: You may see users here who are no longer active.
- User - Name and email of the Coefficient user
- Role - The access a user has
- Plan - Shows if the user has a license
- Date joined - Date/time stamp of when this user installed Coefficient
Manage Users Role:
Click on the three vertical dots of a User to edit their role.
You can update a user's role to Admin or downgrade it to Member (regular user).
ℹ️ ProTip: Sort the columns to rearrange the data (ascending/descending) to see the insights in the order you need. To apply a sort, click the inverted arrow next to the column name and select the order type.
Data Sources
The Data Sources tab provides valuable information about your team's data source connections. Here, you can actually look over which data sources are primarily used by your team for imports/exports and their current status, which is particularly helpful in addressing any issues that may arise.
Data Sources Insights:
- Source - Data source type (e.g., Salesforce, HubSpot, Airtable, Tableau, etc.)
- Sharing - Is the data source shared with the team or not?
- Status - OK or Reconnect? (If the data source says "Reconnect", the owner needs to reauthorize the connection from the sidebar. For steps to reconnect a data source, click here.)
- Created By - The user who created the data source connection, and how long ago the connection was created.
- Imports - Number of imports associated with the data source.
- Exports - Number of writebacks/exports associated with the data source
ℹ️ ProTip: You can filter your data by typing in the search bar or clicking the inverted arrow beside any of the available filter options.
ℹ️ NOTE: When you click on one of the data sources from the list, details about that specific connection will appear on the right side. The information displayed will vary depending on the selected data source.
Sharing/Unsharing Data Sources
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As an Admin, you can share or unshare the data source connection from this section. You can choose to share the connection with:
⚠️ Be cautious when sharing or unsharing a data source connection, as it can directly affect the associated imports and writebacks. ⚠️ |
ℹ️ ProTip: You can click on the three vertical dots of a Data Source to rename or delete the connection.
🛑 Deleting a data/connected source will delete the connection (imports/exports). This will break any imports/exports using this data source. This action cannot be undone. 🛑
Imports
The Imports tab contains information regarding your team's import(s). These insights are invaluable, especially when troubleshooting an issue.
Import Insights:
- Import - Import and Spreadsheet Name (The link will open the spreadsheet where the import is.)
- Source - Connection used in the import (Salesforce, Snowflake, etc.)
- Last Run - Date/Timestamp of the import's last refresh(run). This will tell you how old the data is.
- Created by - Name of the user who created the import, and how long ago the connection was made.
- Schedule - The frequency of the automated refresh
ℹ️ NOTE: When you click on one of the imports in the list, details about that specific import will appear on the right side. The information displayed is read-only. You can click the spreadsheet link under the Import name in the list to see the full details or make changes to the import settings.
ℹ️ ProTip: Click on the three vertical dots of an import to view the run history or open the spreadsheet to view the import.
Run History
The Run History tab contains essential insights into activity on your imports in the last 30 days.
Run History Insights:
- Import Name - Import and Spreadsheet Name (The link will open the spreadsheet where the import is.)
- Source - The integration from which the data was pulled
- Ran At - The most recent date/time of this import's refresh(run). (Green: Means that the import successfully refreshed; Red: Means that there was an issue with the import refresh and may need further investigation)
- Created by - Name of the user who created the import
- Duration - How long the last refresh took to complete
- Refresh Trigger - Shows if the recent refresh was Scheduled or Manual
- Rows - Number of imported rows in the import
- Columns - Number of imported columns in the import
ℹ️ ProTip: Hover over the values in the list, such as Source and Ran At, to show specific details about each result.
Alerts (Automations)
The Alerts tab contains information on all the alerts created within your domain.
Alerts (Automations) Insights:
- Alert - Alert name and the referenced spreadsheet
- Last Sent - When the Alert (Automation) was last sent. Hover over it to show the exact date and timestamp.
- Destination - Where the alert notification will be sent, Email or Slack
- Trigger - Alert (Automation) Type (e.g., Snapshot, Monitor change, New rows appended) and the cadence of the notification
- Created By - Name of the user who created the alert and when it was created
- Total Sends - Number of times the alert was sent
ℹ️ NOTE: When you click on one of the alerts, the settings will appear on the right side. The information displayed is read-only. You can click the spreadsheet link under the Alert name in the list to open the sheet and make changes to the alert.
Settings
The Settings tab allows administrators to manage feature access and data source permissions, as well as OAuth configurations, across their organization.
ℹ️ NOTE: Some admin settings, such as Data Source sharing with specific users and Okta SSO, need to be enabled per domain. If you'd like to gain access, please reach out to support@coefficient.io for assistance.
Import into Sheet
1. Each tab in the Admin section allows you to export your organization's data into a spreadsheet (via CSV). To get started, ensure you are on the right tab, then click the "Export as CSV" icon in the top right corner.
2. You will see a list of instructions appear. To proceed, click the "Copy CSV URL" button. This will copy the source URL for your data. Then, you will need to navigate back to your spreadsheet to create the Coefficient import of this data.
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3. From the Coefficient sidebar, click "Import from..." |
4. Locate "Files" from the list of options. |
5. Select "CSV" from the list. |
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6. Select "From URL". |
7. Paste the URL you copied from the Coefficient Admin into the field provided.
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8. Check your columns, and click Import. |
9. Your import will load in a new tab. Please feel free to make any necessary adjustments and, if needed, schedule the import to refresh. 😉
ℹ️ ProTip: You can repeat this process for each tab in the Admin Panel and use these imports to build a comprehensive usage dashboard showing key user information and Coefficient usage insights.
FAQs for the Coefficient Admin
I am the Coefficient Admin for my organization. How can I get access to this feature?
The Admin is available for Team/Enterprise plans at this time. If you are on a Team/Enterprise plan and need access, please contact support (support@coefficient.io), and we will be happy to enable this for you. If you are not on the Team/Enterprise plan, you may view similar insights from My Workspace.