Modify Permissions for a Visual

This applies to: Visual Data Discovery

You can modify the visual permissions you granted to your account, to groups in your account, or to specific users in your account.

To modify 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 Permissionsprivilege.

  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. If you want to add permissions for all users in your account or for additional groups or users in your account, 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. When finished, select Apply.

    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, although these permissions can be changed.

  4. Modify the Read, Write, or Delete checkbox selections for the accounts or any of the users or groups on the Visual Permissions dialog 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.

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

    save details dialog add delete modified dialog

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