Use Bulk Actions to Manage Permissions of Users and Groups For Specific Visualizations
The Bulk Actions menu on the Permissions page enables you to efficiently manage permissions for a large number of users and groups. You can add, remove, or update shell-level permissions for users and groups. For example, use the Bulk Actions menu options when you need to set visualization permissions for 75 users and 15 groups in a project/shell.
You must be the owner of the visualization or have the Manage permission enabled for visualizations in the specific project/shell to perform this task.
To set visualization permissions for project/shell-level users and groups in bulk:
- Sign in to Unifier with project/shell administration credentials.
- Click the specific project/shell tab and switch to Admin mode. For example, click a tab called Vision Corporation.
- In the left Navigator, select Setup, and then select Visualizations.
- In the Visualizations log (right pane), from the Action (
) menu, select Permissions for a visualization.
- In the Permissions page, select the check box adjacent to the User or Group Name field for one or more users and groups.
Note: Select only those users and groups for whom you want to set a specific permission.
- From the Bulk Actions menu, select any of the following menu options:
- Disable Manage Content: Removes the Manage Content permission for users and groups selected in the previous step.
- Disable Modify: Removes the Modify permission for users and groups selected in the previous step.
- Enable Manage Content: Adds the Manage Content permission for users and groups selected in the previous step.
- Enable Modify: Adds the Modify permission for users and groups selected in the previous step.
- Reset to Default: Sets the permission to only View.
- Select any of the following buttons to complete the task:
- Click Save to confirm the permissions set for users and groups for this visualization and return to the Visualizations log.
- Click Cancel to discontinue this procedure and return to the Visualizations log.
Related Topics
Manage User/Group Permissions for Specific Visualizations
Add Users and Groups For Specific Visualizations
Remove Users and Groups From Specific Visualizations
Last Published Friday, April 11, 2025