Group Privilege Reference
This applies to: Visual Data Discovery
Group privileges are specified on the Privileges tab for a group. Privileges allow a member of the Administrators group to grant permission to perform specific functions to all members of a group.
UI Privilege Name | Assign this privilege to allow group members to... | Enabled by default in these groups: |
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Administer Visuals ROLE_ADMINISTER_VISUALS |
Create, read, update, and delete visuals from dashboards or from the Visual Gallery in the account. When the Administer Visuals Privilege is granted, the privileges Create Visuals, Export Visuals, and Managed Visual Permissions are automatically granted. In addition, users with the Administer Visuals privilege are automatically granted read, write, and delete permissions to all visuals in the account. However, if they do not also have Data Access permission for the data source associated with a visual, they cannot see any data on the visual. |
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Create Visuals ROLE_CREATE_VISUALS |
Create visuals in Symphony. Users must also have Read permission for the data source selected for the visual. When the Administer Visuals privilege is granted, this privilege is also granted. |
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ROLE_EXPORT_VISUALS |
Import and export visuals in Symphony. Users must also have Read permission for the data source selected for the visual. When the Administer Visuals privilege is granted, this privilege is also granted. |
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Manage Visual Permissions ROLE_PERMISSION_VISUALS |
Assign permissions to a visual. When the Administer Visuals privilege is granted, this privilege is also granted. If this privilege is not granted, the |
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Administer Dashboards ROLE_ADMINISTER_DASHBOARDS |
Add, modify, or remove dashboards in the account, including dashboards created by other users. When this privilege is granted, the Create Dashboards, Export Dashboards, and Manage Dashboard Permissions privileges are automatically granted. |
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Create Dashboards ROLE_CREATE_DASHBOARDS |
Create dashboards and reports. If this privilege is not granted, your users:
When the Administer Dashboards privilege is granted, the Create Dashboardsprivilege is automatically granted. |
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ROLE_EXPORT_DASHBOARDS |
Export dashboard configuration JSON files and self service reports as PDFs. If this privilege is not granted, users in the group can still export dashboards as screen shots (PNG) or PDF files, but they cannot export the dashboard configuration. When the Administer Dashboards privilege is granted, this privilege is automatically granted. |
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Manage Dashboard Permissions ROLE_PERMISSION_DASHBOARDS |
Assign permissions to a dashboard. If your user has the Administer Dashboards privilege, they automatically have this privilege as well. If this privilege is not granted, the permissions ( |
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Administer Scheduled Reports ROLE_ADMINISTER_DASHBOARD_REPORTS |
Create, edit, and delete all scheduled dashboard reports. Grant Read access for dashboards to users who receive reports. |
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Create Scheduled Reports ROLE_CREATE_DASHBOARD_REPORTS |
Create, edit, and delete only your own scheduled dashboard reports. |
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Administer Tags ROLE_ADMINISTER_TAGS |
Create, assign, remove, and delete all content tags. |
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Create Tags ROLE_CREATE_TAGS |
Create, assign, and remove tags. Delete your own content tags. |
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Administer Sources ROLE_ADMINISTER_SOURCES |
Create, import, export, modify, review, and remove data source configurations in the account. When this privilege is granted, the Create New Data Sources, Manage Source Permissions and Edit Calculations privilege are also granted. In addition, users with the Edit Calculations privilege are automatically granted read, write, and delete permissions to all sources in the account. |
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Create New Data Sources ROLE_CREATE_SOURCES |
Create new data source configurations. When the Administer Sources privilege is granted, this privilege is also granted. |
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Manage Source Permissions ROLE_PERMISSION_SOURCES |
Assign permissions to a data source configuration and manage data source row and column security filters. If your user has the Administer Sources privilege, they automatically have this privilege as well. If this privilege is not granted, the |
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Edit Calculations ROLE_EDIT_FORMULAS |
Add or edit custom metrics and derived fields. Users with Read permission for a source and Edit Calculations can create and edit custom metrics and derived fields for the source. Users with Write permission for a source can create and edit custom metrics and derived fields for the source. |
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Administer Alerts ROLE_ADMINISTER_ALERTS |
Add, modify, or remove alert definitions in the account, including alerts created by other users. When this privilege is granted, the Create Alerts privilege is automatically granted. |
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Create Alerts ROLE_CREATE_ALERTS |
Create alert definitions in Visual Data Discovery. When the Administer Alerts privilege is granted, this privilege is also granted. |
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Manage Connections ROLE_MANAGE_CONNECTIONS |
Add, modify, or remove the data store connection definitions used by connectors and the query engine to connect to your data stores. |
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Manage File Uploads ROLE_MANAGE_UPLOADS |
Remove unused files uploaded for a data source if they are not used by any other sources. When the Manage Connections privilege is granted, this privilege is also granted. |
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Manage Action Templates ROLE_MANAGE_ACTION_TEMPLATES |
Add, modify, or remove the action templates required to integrate Symphony visual and dashboard data into your third-party applications. Action templates define your third-party application to Symphony. |
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Invoke Actions ROLE_INVOKE_ACTIONS |
Invoke an action template from a visual. |
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Administer Themes ROLE_ADMINISTER_THEMES |
Create, read, update, delete, list, activate, and otherwise manage themes for the UI. |
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Administer Users ROLE_ADMINISTER_USERS |
Administer other Symphony user definitions. When this privilege is granted, group users can:
This privilege does not allow group members to update groups or the groups to which a user is assigned. If your user ID is not assigned the Administer Groups privilege or is not an administrator, you cannot assign groups to a user. In addition, only administrators can assign users to the Administrators group. |
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Administer Groups ROLE_ADMINISTER_GROUPS |
Administer other Symphony group definitions. When this privilege is granted, group users can:
This privilege does not allow group members to add or otherwise maintain user definitions. |
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Save Filters ROLE_SAVE_FILTERS |
Save (and share) filters created in visuals and dashboards. When this privilege is not granted, the Save Filter privilege does not appear on Filter dialogs in the UI. |
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Manage Custom Charts ROLE_MANAGE_VISUALIZATION_TYPES |
When you have this privilege, you can use the CLI to create custom charts, and manage custom charts using the Symphony UI. |
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Generate Embed Code ROLE_GENERATE_EMBED_CODE |
Generate an embeddable dashboard or visual gallery snippet for a dashboard in the dashboard library or the visual gallery. |
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Administer Initial Visuals ROLE_ADMINISTER_INITIAL_VISUALS |
Users with this privilege have permission to update the list of available visualizations for a source. |
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Administer Calendars ROLE_ADMINISTER_CALENDARS |
Users with this privilege can create, update, and delete alternative fiscal calendars. See Fiscal Calendars. |
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ROLE_DISTRIBUTE_CONTENT | Users who belong to the Administrators group or Content Distributors group can make content available to your users and tenant users. |
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