Applicable Product:

• OrgPublisher

Applicable Release:

• V21 and higher

Summary:

There may be a time when chart administrators will need to make a copy of roles for other chart admin users to give them access to certain functions or features for the Orgpublisher admin side to assist with managing chart features and users.

To copy a role:

1. Go to Home > Settings > Roles. The Roles page appears.

2. Click the Copy icon in the row of the role you want to duplicate. The Role page appears

3. Enter a unique name for the role. This field is required.

4. Optionally, select user management permissions.

5. Optionally, select chart locking permissions.

6. Optionally, set chart access permissions by selecting Manage all charts, or:

1. Select Manage authored charts.

2. Optionally, select Edit specific charts. The list of charts appears.

3. Select the charts to grant users with this role permission to edit.

7. Optionally, set data source assignment permissions:

1. Select Assign data sources to charts. The list of data sources appears.

2. Select the data sources to grant users with this role permission to assign to charts.

8. Optionally, data source locking permissions.

9. Optionally, set data source access permissions by selecting Manage all data sources, or:

1. Select Manage authored data sources.

2. Optionally, select Edit specific data sources. The list of data sources appears.

3. Select the data sources to grant users with this role permission to edit.

10. Click Save to save and close, or click Apply to save your changes and continue editing role options.

 
 Keywords:
Roles, Copy, Users, Chart Admins

Created: Larryl Shaw