(v24) Grant Permissions for a Visual

Grant Permissions for a Visual

This applies to: Visual Data Discovery

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

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. Select the Visual Gallery option from the menu. The Visuals page appears.

3. Locate the row for the visual in the list and select the permissions icon in the 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 Tenant from the drop-down menu.

   • If you select Groups, the Add Groups dialog appears, listing all the groups available in your tenant. The supplied groups are not shown; permissions can not be changed for those groups.

   • If you select Users, the Add Users dialog appears, listing all the users available in your tenant.

   • If you select Tenant, Read permission is selected for your tenant on the Visual Permissions dialog.

   • Members of the Administrators group have read, write, and delete permissions for every visual in the tenant.

   • The user who created the visual is automatically selected and has Read, Write, and Delete permissions unless you revoke these permissions.

5. Select the tenant 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.

6. Select the Read, Write, or Delete checkboxes for the tenant, 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 tenant, group, or user after you save.

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

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

Permissions for imported objects

When you import dashboards, associated resources such as visuals, sources, and connections are imported as well. You can quickly grant default access levels to all imported and associated objects in your tenants by enabling Share Default Access With All Users at import time. Users are granted Data Access to Sources and Read access to Visuals and Dashboards.