Manage Visualizations in Project/Shell Templates
Company Administrators can use the created data sources and content items to:
- Set up project/shell templates with visualizations
- Set up additional administrators for visualizations
- Set up users and groups who can only view visualizations
- Create visualizations in project/shell templates and make these available to your users and groups
- Create or edit new content for visualizations in the content library
- Edit visualizations in project/shell templates
- Duplicate visualizations in project/shell templates
- Delete visualizations in project/shell templates
- Manage user/group permissions for specific visualizations who can:
- Manage or modify visualizations in a project/shell. These users can be regarded as additional project/shell administrators for those visualizations.
- View specific visualizations in a project/shell. These users can be regarded as end users of those visualizations.
The above tasks are identical to the tasks performed by Project/Shell Administrators at the project/shell-level. However, you will perform the above tasks from the Setup node of a project /shell that rolls up to the Templates node in the Company Workspace tab. To perform the above tasks, see Administer Visualizations in Projects/Shells, and to set these up in the Company Workspace tab, see Add and Update Project/Shell Templates with Visualizations.
After completing the above tasks in a project/shell template, you can perform any of the following tasks:
- Update specific project/shell templates with visualizations
- Update all project/shell templates with visualizations
- Update specific project/shell templates with visualizations
- Update all project/shell templates with visualizations
- View the update history to view details of selected project/shell templates that are updated or not updated
Company Administrators who have Configure or View permissions for either visualizations data sources and/or visualization content, and can set up templates in the Company Workspace tab should review this information.
In This Section
Add and Update Project/Shell Templates with Visualizations
Update Specific Projects/Shells with Visualizations From Project/Shell Template
Update All Projects/Shells with Visualizations From a Project/Shell Template
Update Selected Project/Shell Templates with Visualizations
Update All Shell Templates with Visualizations
Update the History Log Across Shell Templates
Last Published Friday, October 17, 2025