Manage User/Group Permissions for Specific Visualizations
Project/Shell Administrators are the default owners for visualizations they create in a project/shells. By default, they have all permissions on those visualizations. Their permissions on those visualizations cannot be modified or revoked. As the owner of each visualization, they can specify users and groups who can receive access to their visualizations and the level of access for each user/group.
For example, if you are the creator and owner (by default) of the RFI Summary visualization. You can give the following permissions to two groups to access this visualization:
- Set up a Business Executives group with View permission
- Set up supplementary Project/Shell Administrators with Modify permission
- As the visualization owner, you have all permissions by default:
- Manage Content: You can edit visualizations in a project/shell by creating new content and modifying existing content. By default, you also get modify and view permissions in the Admin mode.
- Modify: You can edit visualizations in a project/shell by modifying only the displayed content. By default, you also get view permission in the Admin mode.
- View (Default): You can only view visualizations in a project/shell in the Admin mode.
The following visualization tasks can be performed by users and groups assigned with each permission:
Visualization Tasks | Manage Content Permission | Modify Permission | View Permission |
---|---|---|---|
View visualizations | Yes | Yes | Yes |
Edit visualizations | Yes | Yes | No |
Modify visualization layout and rearrange content items | Yes | Yes | No |
Add content items from the content library | Yes | Yes | No |
Create and edit content items in the content library | Yes | No | No |
Remove content items from the library | Yes | No | No |
Edit content items in the layout | Yes | Yes | No |
Remove content items from the layout | Yes | Yes | No |
Related Topics
Administer Visualizations in Projects/Shells
Add Users and Groups For Specific Visualizations
Remove Users and Groups From Specific Visualizations
Use Bulk Actions to Manage Permissions of Users and Groups For Specific Visualizations
Enable Permission to Administer Visualizations in Projects/Shells
Enable View Permission For Visualizations in Projects/Shells
Access the Visualizations Log in a Project/Shell (Admin Mode)
Create Visualizations in Projects/Shells
Edit Visualizations in Projects/Shells
Duplicate Visualizations in Projects/Shells
Delete Visualizations in Projects/Shells
View and Export the Visualizations Audit Log From Projects/Shells
Last Published Friday, April 11, 2025