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:

  1. Sign in to Unifier with project/shell administration credentials.
  2. Go to the specific project/shell tab, and switch to Admin mode. For example, select a tab called Vision Corporation.
  3. In the left Navigator, select Setup, and then select Visualizations.
  4. In the Visualizations log (right pane), from the Action ("") menu, select Permissions for a visualization.
  5. In the Permissions page, select the checkbox 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.

  6. 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.
  7. Select any of the following buttons to complete the task:
    • Select Save to confirm the permissions set for users and groups for this visualization, and return to the Visualizations log.
    • Select Cancel to discontinue this procedure, and return to the Visualizations log.