https://devdocs.loomesoftware.com/portal/index.html Easily set up a unified portal for your organization and staff, where they can view an organizational catalogue, audience targeted dashboards, and monitor analytics asset activities. Hugo en-US https://devdocs.loomesoftware.com/portal/application-roles/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://devdocs.loomesoftware.com/portal/application-roles/index.html You can use application roles in the Portal to provide different levels of access to users. These roles can be assigned and managed by an Administrator. Find the following sections below: Application Roles in the Portal How to Add Users to an Application Role Application Role Status How to Delete a User from a Role Application Roles in the Portal: Administrator: Users with the Administrator role have full control and can perform any function across the Portal. They can manage Agents, Source Systems, Users, the Catalogue, Dashboards, Activities, and Metadata. Curator: Users with the Curator role can manage the catalogue, activities, dashboards, and metadata. Consumer: Users with the Consumer role have read-only privileges and can view the catalogue, shared and personal dashboards and catalogue views. Permission Administrator Curator Consumer Invite new users and manage user application roles ✔ ✖ ✖ Configure remote API access** ✔ ✖ ✖ Access the Portal remotely via API** ✔ ✖ ✖ Add and manage source systems ✔ ✖ ✖ Add and manage agents ✔ ✖ ✖ Add individual assets manually ✔ ✔ ✖ Manage the catalogue ✔ ✔ ✖ Manage activities ✔ ✔ ✖ Manage metadata ✔ ✔ ✖ Manage shared dashboards ✔ ✔ ✖ View catalogue ✔ ✔ ✔ View activities ✔ ✔ ✔ View shared dashboards ✔ ✔ ✔ View personal dashboards ✔ ✔ ✔ Create and share dashboards ✔ ✔ ✖ Edit shared dashboards ✔ ✔ ✖ Create and edit personal dashboards ✔ ✔ ✔ View shared catalogue and activity views ✔ ✔ ✔ Create catalogue and activity views ✔ ✔ ✔ Share catalogue and activity views ✔ ✔ ✖ Create and edit your own discussions ✔ ✔ ✔ Note Currently, API Keys created in the Portal will have the same permissions as an administrator. https://devdocs.loomesoftware.com/portal/source-systems/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://devdocs.loomesoftware.com/portal/source-systems/index.html Sync source systems to automatically sync reports and content to the Loome Portal all at once. https://devdocs.loomesoftware.com/portal/integration/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://devdocs.loomesoftware.com/portal/integration/index.html Learn how to integrate the Loome Portal with Microsoft Fabric and Azure Data Factory (ADF). https://devdocs.loomesoftware.com/portal/catalogue/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://devdocs.loomesoftware.com/portal/catalogue/index.html Quickly and easily view and manage assets from multiple source systems, such as Microsoft Fabric reports and Loome jobs and tasks, in the Loome Portal. https://devdocs.loomesoftware.com/portal/activities/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://devdocs.loomesoftware.com/portal/activities/index.html Keep track of time series information for assets in the Loome catalogue, including Data Pipelines, Cloud Resources, Data Quality Rules and Sources. https://devdocs.loomesoftware.com/portal/dashboards/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://devdocs.loomesoftware.com/portal/dashboards/index.html Customize dashboards to effectively display information and communicate new or key messages to targeted audiences in the Loome Portal. https://devdocs.loomesoftware.com/portal/tasks/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://devdocs.loomesoftware.com/portal/tasks/index.html Task management in Loome Portal to help your teams move beyond passive monitoring and into proactive action and collaboration. https://devdocs.loomesoftware.com/portal/metadata/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://devdocs.loomesoftware.com/portal/metadata/index.html Manage the metadata of assets and activities in the Loome Portal with attributes, entity types, tags and navigation. https://devdocs.loomesoftware.com/portal/remote-access/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://devdocs.loomesoftware.com/portal/remote-access/index.html Manage your API Keys to remotely access your Loome Portal tenant. https://devdocs.loomesoftware.com/portal/policies/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://devdocs.loomesoftware.com/portal/policies/index.html Learn how to automatically apply metadata to catalog assets based on configurable conditions, without manual tagging, using Policies in Loome. https://devdocs.loomesoftware.com/portal/settings/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://devdocs.loomesoftware.com/portal/settings/index.html Administrators can manage tenant settings for the Loome Portal on the Settings page found in the top-right menu dropdown. Demo Mode You can enable demo mode for the Loome Portal and curated samples, such as dashboards, assets in the catalogue and activities, will be displayed in the Loome Portal. You can view these samples for an example of features in the Loome Portal, such as activities displayed as metrics in a dashboard. https://devdocs.loomesoftware.com/portal/developers/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://devdocs.loomesoftware.com/portal/developers/index.html Manage your Loome Portal tenant remotely as an API user, and manage custom apps, create API requests, and use code widgets.