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 one or more tabs 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. 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. To perform the above tasks, see Administer Visualizations in Projects/Shells, and 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.