In the default security settings, permissions are granted to the following:
- Administrators: a user group that gets administrative permissions. This group is created automatically in every installation.
- Managers: a role. Each item and portfolio has a single manager. Managers are also relevant in the categories hierarchy.
- Owners: a role. Any object has an owner except for items and portfolios. Owners are also relevant in the items hierarchy because it grants permissions to the workbook objects' owners.
Each of these set names has a default permission set that applies in most of the default security settings. The following table provides a detailed description of those permission sets.
Set Name | Permission Set Name | Folders and Portfolios Tab | Objects and Items Tab |
|---|---|---|---|
Administrators | Administrative access |
|
|
Managers | Full Access |
|
|
Owners | Full - excluding data |
|
|
