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.

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.

Export Visuals

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.

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 icon and the Permissions column in the Visual Gallery do not appear in the UI.

See About Visual Permissions.

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.

Create Dashboards

ROLE_CREATE_DASHBOARDS

Create dashboards and reports.

If this privilege is not granted, your users:

• Add Dashboard and Add Report buttons are not available in the dashboard library or reports library.

• Cannot import a dashboard or make of copy a dashboard using the Save As dialog.

• Cannot make a copy of a report using the Save As dialog.

When the Administer Dashboards privilege is granted, the Create Dashboardsprivilege is automatically granted.

Export Dashboards

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.

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 () icon and the Permissions column on the Library page do not appear in the UI.

See About Dashboard Permissions.

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.

Create Scheduled Reports

ROLE_CREATE_DASHBOARD_REPORTS

Create, edit, and delete only your own scheduled dashboard reports.

Administer Tags

ROLE_ADMINISTER_TAGS

Create, assign, remove, and delete all content tags.

Create Tags

ROLE_CREATE_TAGS

Create, assign, and remove tags. Delete your own content tags.

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.

Create New Data Sources

ROLE_CREATE_SOURCES

Create new data source configurations.

When the Administer Sources privilege is granted, this privilege is also granted.

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 icon and the Permissions column on the Sources page do not appear in the UI. See About Source Permissions.

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.

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.

Create Alerts

ROLE_CREATE_ALERTS

Create alert definitions in Visual Data Discovery.

When the Administer Alerts privilege is granted, this privilege is also granted.

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.

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.

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.

Invoke Actions

ROLE_INVOKE_ACTIONS

Invoke an action template from a visual.

Administer Themes

ROLE_ADMINISTER_THEMES

Create, read, update, delete, list, activate, and otherwise manage themes for the UI.

Administer Users

ROLE_ADMINISTER_USERS

Administer other Symphony user definitions. When this privilege is granted, group users can:

• Add, disable, and remove user definitions
• Reset user passwords
• Define user custom attributes and regional settings

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.

Administer Groups

ROLE_ADMINISTER_GROUPS

Administer other Symphony group definitions. When this privilege is granted, group users can:

• Add or remove group definitions
• Assign and remove users in a group definition
• Authorize users in the group to perform specific Symphony functions

This privilege does not allow group members to add or otherwise maintain user definitions.

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.

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.

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.

See Embed Components Into Your Application.

Administer Initial Visuals

ROLE_ADMINISTER_INITIAL_VISUALS

Users with this privilege have permission to update the list of available visualizations for a source.

See Available Visual Types.

Administer Calendars

ROLE_ADMINISTER_CALENDARS

Users with this privilege can create, update, and delete alternative fiscal calendars.

See Fiscal Calendars.