Unify - Lenses

📚 Overview

Lenses allow administrators to create a filtered view of Unify based on identities that meet specific criteria. Lenses can be built based on any combination of segment, risk level, insight, and impact modifier, enabling you to easily view key business priorities. Lenses can also be used as a role-based access mechanism. By assigning a lens to a user with a Limited Admin role they can view only that Lens within Unify, not the entire scope of the platform. A lens will apply to the entire Unify Platform, and as you navigate between sections it will display tailored data based on the lens criteria. 

❓ How do I create a Lens? 

The below video walks through creating a Lens. You can create a Lens using any combination of the following as filters:

• Segment(s)
• Risk level(s)
• Insight(s)
• Impact Modifier(s)

You can find all your created lenses on the top ribbon of your dashboard and easily toggle between them.

You can get a quick view of what makes up a lens by hovering over the lens in the lens header. Clicking on the lens you are hovering over will apply it. 

🔐How do I assign a Limited Admin to a Lens?

The following steps can be followed to set someone as a Limited Admin in Unify and assign them to a Lens. 

1. Create the Lens needed based on your desired filters. Instructions on creating a Lens can be found above.
2. In Training User Management find the user in question and set their access to Unify Limited Admin - find more instructions on this process here!
3. Switch from Training to Unify, open the Settings page, and open the Users tab. A full Unify admin will be labeled as Admin while those with access limited to a specific Lens will show as Limited Admin in the Role column. 
4. Assign the desired Lens to the Limited Admin in question.

The below video walks through this process. In this instance, Stan Lee needs to be granted access to the Executive Lens.

⚙️How Do I Manage or Change a Lens?

In order to manage a lens to make changes or to delete a lens, select the Manage lens option at the top right drop down of the UI.

• To Edit a lens, you can simply click on the name of the lens and it will take you to the Edit Lens UI.
• To Apply or Delete a Lens, select the triple dot vertical ellipse and select the option that suits your administration needs. 
• To change how you view the lenses you are managing, simply click the list or grid view icons in the top right of the screen.