Spotter coaching levels and permissions
When you provide coaching to Spotter, this coaching can impact either just your own experience or the experience of all users interacting with that data. We define these levels of coaching as user level and global level. Global-level coaching is used to refine answers for all users querying that specific Model. It represents a verified, common understanding or definition that the organization wants Spotter to use universally for that data set.
If you have Model editing access (that is, if you’re a Model editor or an admin user), the reference questions and business term coaching you create or approve are applied at the global level by default, as you are considered a primary coach for the system on that data.
Who can provide what kind of feedback?
- General business users (view access)
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When these users provide feedback, it defaults to user level. This allows them to flag issues or suggest improvements without deep technical knowledge of the data model or global definitions.
- Primary coaches (edit or admin access)
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When these users create reference questions, define business terms, or approve coaching, it is usually applied at the global level. This is because these roles are entrusted with shaping the common analytical understanding for this data set.
Grant coaching access
To grant coaching access to a user or group, follow these steps:
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Navigate to the Model in the Data workspace. Note that the Model must have Spotter enabled.
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Click the More menu
and select Spotter coaching access. -
Click the Add users or groups drop-down menu and search for the user or group name.
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You may see a yellow warning icon to the right of the user or group name. This indicates they do not have view access to the Model. Select the Give view access to the model for the added users or groups checkbox at the bottom of the pop-up to resolve this issue.
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Click Save.
| At any time, you can navigate to the Coaching Access pop-up and click the X icon to the right of the user or group name to remove this access. |
Permissions
The following table clarifies each permission level, the coaching a user can view, and the actions you can take.
| Permission level | What coaching can you see? | What actions can you take? |
|---|---|---|
|
User cannot see any coaching from this data set, including any coaching they submitted before losing access. |
Not applicable. User cannot see the coaching. |
|
User can view their own coaching for this data set. |
User can fix the answer and delete the coaching submitted by all the users on the data set. |
Spotter coaching access: User does not have edit permissions to a Model but has been assigned coaching access to the Model. |
User can view all coaching on the Model. |
User can create global-level coaching and write instructions on the Model, but cannot use the AI Context feature or modify data model metadata. |
|
User can view coaching submitted by all the users on the data set. |
User can change access, fix the answer, and delete the coaching submitted by all users on the data set. |
Administrator |
User can view coaching submitted by all the users for all the data sets in the selected Org. |
User can change access, fix the answer, and delete the coaching submitted by all the users for all the data sets in the selected Org. |
| For an Org-enabled cluster, only the coaching from the selected Org is visible. |
Delete, fix, or promote coaching
Primary coaches (like analysts or Model editors) can manage coaching contributions from all users on the datasets they oversee. Through the “Coach Spotter” interface, they can:
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Review feedback submitted by any user.
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Delete irrelevant or incorrect coaching.
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Fix/edit existing coaching to improve its accuracy or clarity.
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Promote valuable user-level coaching to global level, so it benefits all users of that data set.
