Security for Views and Viewpoints

This table lists the minimum combined user roles and permissions required for views and viewpoints.

Viewpoints You need this permission You need this View permission

Create a view

Note: You need the Views - Create role. After you create a view, you are automatically assigned the Owner permission to the default view.

   

Assign permissions on a view

  Owner on the view

Update application data in a viewpoint using requests

Note: The assigned data access, viewpoint allowed actions, and editable property settings determine the actions you can take on nodes and properties.

  • Participant (Write) for the application or dimension can make any update to data.
  • Participant (Write) for the hierarchy set can insert, move, reorder and remove nodes in that hierarchy set
  • Participant (Write) for the node type can add and delete nodes and update node properties
 

Create, edit, archive, or delete a viewpoint

Data Manager or Metadata Manager for the application Owner for the view containing the viewpoint

Create a subscription in a viewpoint

Data Manager or Metadata Manager for the dimension Owner for the view containing the viewpoint
Copy a viewpoint Owner for the dimension Owner for the view containing the viewpoint

Browse, inspect, compare, validate, or download viewpoints

Complete Participant (Read) permission on the node set, as follows:
  • List-type node set: must have Participant (Read) access to all node types.
  • Hierarchy type node set: must have Participant (Read) access to the hierarchy set.

Note: If you do not have complete Participant (Read) permission on a node set, the viewpoints for that node set are not displayed when you open a view.

No view permission is needed to browse a viewpoint

Note: Owner permission on the view that contains a viewpoint does not enable you to see the viewpoints in that view. You must have complete Participant (Read) permission to a node set in a viewpoint in order to see that viewpoint when you open a view.

For example, if you have View permission on a view that contains five viewpoints, but you have Participant (Read) permission to data objects in only three of those viewpoints, when you open the view you will see only those three viewpoints.

Open or inspect a view Participant (Read) permission on any data object in any viewpoint in that view

Owner permission on the view will enable you to open the view; however, you need Participant (Read) permission on a data object in a viewpoint in that view in order to see any viewpoints in that view.

Edit or archive a view   Owner for the view

Note:

A Service Administrator can see and update all views and viewpoints and assign permissions to a view.