Logo

Data & Insights Knowledge Base

Submit a request Sign in
  1. Data & Insights Client Center
  2. Site Administration

Site Administration

Stories & Visualizations

  • Embedding Forms In a Perspectives Story
  • Configure a Domain-Level Fiscal Year

Configuring Site Content

  • Adding a Custom Global Header
  • Configuring your Site Header and Footer
  • Create a Dataset Nominations Form
  • Customizing the Data Portal Homepage and Catalog Page
  • Customizing your Data & Insights Homepage using Content Management
  • Featured Content for the Data Catalog
See all 12 articles

User Management and Authentication

  • API Keys
  • Authentication Provider Migration FAQ
  • Introduction to Single Sign-On (SSO)
  • Manage user accounts and assign roles
  • Setting Up Single Sign-On
  • Single Sign-On FAQs
See all 8 articles

Asset Management and Approvals

  • Activity Log Page
  • Approval Workflows for Asset Publishing
  • Approvals
  • Asset List and Asset Inventory Dataset: Overview
  • Configuring Approvals
  • The New Asset Inventory Dataset
See all 7 articles

Site Metadata Management

  • Best Practices for Metadata Management
  • Configuring Custom Metadata for data.json
  • Creating Custom Metadata
  • Creating Custom Metadata - Legacy
  • Metadata Validation Using SoQL
  • Sample Metadata Schema

Site Analytics

  • Administrator FAQs
  • Column Definitions in Site Metrics Export
  • Data & Insights Program Analytics
  • Data & Insights Site Analytics
  • Program Analytics: Possible Duplicate Tags
  • Program Analytics: Tag Audit
See all 11 articles

© Tyler Technologies, Inc. All rights reserved.