Grant Permissions for a Visual

This applies to: Visual Data Discovery

You can grant read, write, or delete visual permissions for your account, groups in your account, or specific users in your account.

To grant permissions for a visual:

  1. Log into Symphony as an administrator or a user belonging to a group that includes the Administer Visuals or the Manage Visual Permissions privilege.

  2. Access the Visual Permissions dialog. There are two ways to do this.

    • Select the Visual Gallery option from the Tools menu in the main menu. The Visuals page appears.

      use this work area to manage your visuals

      Then locate the row for the visual in the list and select in its Permissions column.

    • Select Permissions on the More () menu of the visual in a dashboard.

    The Visual Permissions dialog appears.

    visual permissions dialog - read write delete

  3. Locate the row for the visual in the list and select in its Permissions column. The Visual Permissions dialog appears.

    Initially, this dialog is populated with the permissions for the visual creator.

  4. Select Add on the Visual Permissions dialog and then select Groups, Users, or Account on the drop-down menu. If you select Groups, the Add Groups dialog appears, listing all the groups available in your account. If you select Users, the Add Users dialog appears, listing all the users available in your account. If you select Account, Read permission is selected for your account on the Visual Permissions dialog.

  5. Select the account or any specific groups or users you want to permit to read, write, or delete the visual and select Apply. The Visual Permissions dialog lists your selections.

    visual permissions dialog - read write delete options

    Note that you cannot set visual permissions for the supplied group Administrators. Members of the Administrators group have read, write, and delete permissions for every visual in the account. Note also that the user who created the visual is automatically selected and has Read, Write, and Delete permissions.

  6. Select the Read, Write, or Delete checkboxes for the account, groups, or users to indicate what users in them can do with the visual. Read permission is assumed and is always selected. If you clear (uncheck) the Read box (revoke Read permission), permission for the entire visual is revoked for the account, group, or user after you save.

  7. Select Save. The Save Details dialog appears, listing the changes that you made.

    save details confirmation adding groups

  8. Review the changes and select OK. The visual permissions are set.