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Enterprise

iriberri edited this page Nov 25, 2014 · 3 revisions

#CartoDB Enterprise: The Multiuser Experience for Data-Driven Collaborators

CartoDB designed the Multiuser (MU) Enterprise to enhance the scale and scope of collaboration on our platform. The service provides multiuser environments that allow users to upload and manipulate datasets securely and share them with specific team members or publish them directly on the web.

With CartoDB MU, no custom software installation is necessary to access high-performance GIS capabilities. Take advantage of this web-based feature to work alongside colleagues on projects in real-time from a central, 24/7 accessible database- the cloud!

##Team Up

###What is an organization? CartoDB Enterprise works as a hub for many users working together, or teams. An “organization” refers to the name of the group of collaborators that will be interacting on Enterprise, for instance the name of your business or project team.

After login, the Enterprise main page is a mosaic of team activity. This is your home-base, aka the page where you are able to view and access datasets and visualizations published by team members in addition to monitoring your own activity and quota availability. Order by “modified” or “created” to see what’s been added by either latest edit or the date of original posting. If you’re feeling inspired, click the “New table” icon to add your own map.

Also, you may filter your view to see only the tables you have created or to search by table name or tag.

Your dashboard

Your dashboard is accessible via your profile ID drop-down menu. Click “Account Settings” to view customization options for “Your public dashboard.” From here, update your company url, enter your company bio or Twitter handle, and select your display name.

Sharing a table

How you share tables and visualizations on Enterprise is up to you. Lock tables to prevent outside changes, or leave them open for team collaboration. To begin, select “options” from table view. From here you may duplicate your table for another team member to edit, merge with another team member’s dataset, or update your table share settings.

Sharing a visualization

To make a visualization that is shareable, click “VISUALIZE” and title your map. The visualization will show up on your team “visualizations” page. Once created, you will have the option to share it with others whenever and however you’d like.

To see all of the maps your team has produced, click the visualization tab. From here, share them with the outside world.

A table shared with you

A visualization shared with you

Administrator Access

Managing an organization

Enterprise accounts surpass the functionality of standard CartoDB accounts with the following feature upgrades: -Unlimited users -1GB of starter space -Fast processing for bigger datasets

Managing Users

CartoDB Enterprise makes it easy for admins to access and change user settings. To create new accounts, access your dashboard, select the team profile link, and click “organization” from the dropdown.

Creating a user

Once your organization’s MU account has been created, you have the option to add new team members. To begin, access the “Organization” tab nested under the link to your account dashboard.

Next, you will see your account dashboard, where you can manage and make changes to your account. Click the “Create user” button to add a new team member. Alternatively, you can click the “Add more users” link.

From here, fill in the user’s information, which includes a name for log-in, an email address to associate with the account, and a password. You can also assign and update a user’s data quota here and select whether to allow geo-referencing capability.

On the next page, fill in the information for your new user. You also have the option to change the amount of storage assigned per user. Once you’re ready, click the “Create user” button.

At any time, you may change the storage availability for your team members by upgrading your plan. The activity of your team members is accessible via clicking on their respective profile pages.

Updating or removing a user

To update or remove old users, click on “Manage Your Seats”. Here you will find all team members listed by username and their corresponding data quotas. Click a username to access more information about a particular user. On the admin view of a user page, you can select to increase or decrease a user’s data quota. Alternatively, you can delete a user account. Remember that doing so will remove the tables that this user created.

To follow along with how to set up an organization, add a team member, and manage users, check out our screencast. https://dl.dropboxusercontent.com/u/1307405/CartoDB/trash/enterprise-flow.mp4

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