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. For more information on the above tasks, see Administer Visualizations in Projects/Shells. 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. For more information on how 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, April 11, 2025