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 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
Conditional Formatting of Table and Pivot Grids	Yes	No	No