Newer data connections can be configured using the Uplevel Dashboard Connect Page. In order to get access to this view, your organization will need to create a user group, and include that in your authentication token during sign-in. This document walks through what is required.

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1. Create a group to manage your Uplevel Administrators

Work with your IT team to create a new group in your Identity provider.

The group name needs to be uplevel-administrators (Case-sensitive)

Once created, add the people to the group that you want to be able to have access to setup new connections

2. Enabling Group Claims for Administrative Access

To manage data connections in the new unified dashboard, your Identity Provider (IdP) must pass a specific group membership claim to our platform. This allows us to verify that a user belongs to the uplevel-administrators group.

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If the group claim is missing or misspelled, users will still be able to log in to view metrics, but the ability to add new connections on this page will be disabled.

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Requirements

Configuration by Provider

Provider Steps to Enable Group Claims
Azure AD (Entra ID) Go to Enterprise Applications > Select our App > Single Sign-on > Attributes & Claims. Click Add a group claim. Select Groups assigned to the application and set the Source Attribute to Group ID. Expand the Advanced Options section. Ensure the Emit group name for cloud-only groups (or Cloud-only group display names) is checked. Click Save.
Okta In your Application settings, go to the Sign On tab. Under Group attribute statements, add a statement named groups. Set the filter to Matches regex and use the value uplevel-administrators.
Google Workspace In the Admin Console, go to Apps > SAML Apps. Select the app and go to Attribute Mapping. Map the "Group membership" attribute to a custom field named groups. Ensure you select the specific groups you wish to share.
PingFederate In the Attribute Contract, add groups. In the Attribute Source Mapping, use an OGNL expression or LDAP lookup to fetch the user’s group memberships and filter for the uplevel-administrators string