Visualization Designer roles

  • Release version: Xanadu
  • Updated August 1, 2024
  • 3 minutes to read

    • There are several roles associated with the Visualization Designer and Visualization Library. Roles limit what users can do with visualizations.

    Roles

    Any role
    Users with any role can create visualizations in dashboards that they have editing rights to. They need access to the data that they wish to display. They can also add visualizations from the library to their dashboards if those visualizations have been shared with them. They can also bookmark or export visualizations that have been shared with them from the Visualization Designer. They can share a visualization with other users and groups if it was shared with them with sharing rights. Specific roles are needed to create or edit visualizations in the Visualization Designer.
    viz_creator, itil, report_user
    Creates visualizations in the Visualization Designer that are then available throughout the organization in the Data Visualizations library. Cannot delete visualizations that have been shared with them. Can edit visualizations in the library only if they created them or if the visualization was shared with them with editing rights. Can share visualizations only with groups and users.
    viz_admin, platform_analytics_admin
    Creates visualizations in the Visualization Designer that are then available throughout the organization in the Data Visualizations library. Edits, deletes, shares, exports, and schedules the export of any visualization. Can share visualizations with roles, not only users or groups. Can schedule export and email of any data visualization on the instance.
    report_admin, admin
    Has the rights of a viz_admin and can also manage all Core UI reports, including reports on the Service Portal.
    par_scheduler
    Schedules export and email distribution of any visualizations that they can access. Users with this role must also have another role that grants permission to create, edit, and share visualizations.
    Table 1. Data visualization roles
    Use case Required role
    Create a data visualization Anyone with access to data can create a visualization of that data on a dashboard that they own. Users with the viz_creator role can create a visualization in the Visualization Designer. If you create a visualization in the Visualization Designer, it is saved to the library.
    Edit a data visualization You can edit any visualization that you created or that was shared with you with editing rights, if it is not in the library. If it is in the library, you also need the viz_creator role.

    Edit any visualization on the instance with viz_admin or higher.
    Add a visualization from the library to a dashboard Any role, if the visualization has been shared with you.

    viz_creator to add any visualization from the library.
    Add a visualization that was created in a dashboard to the library viz_creator or higher and the right to edit the dashboard
    Unlink a data visualization on a dashboard from the library, creating a version that is local to that dashboard. Any role, if you can edit the dashboard containing the visualization
    Duplicate a visualization in the Visualization Designer viz_creator or higher
    Share a visualization with users or groups Any role to share a data visualization that you created or that was shared with you with sharing rights. With the viz_admin role or higher, you can share any data visualization on the instance. When you share a data visualization, you can pass along the rights to share that visualization further. You also decide whether to share with editing rights or only viewing rights. If a data visualization has been shared with you with sharing and editing rights, you can also pass along editing rights.
    Share a data visualization with roles viz_admin or higher
    Export a visualization Any role, if you can view the visualization in the Visualization Designer.
    Schedule the export of a data visualization par_scheduler or higher to schedule the export of a data visualization that you can edit. par_scheduler_admin or higher to schedule the export of any data visualization that you can view.
    Delete a visualization Any role, to delete a data visualization that you created. viz_admin or higher to delete any data visualization on the instance.
    Control data source availability by role admin
    Configure chart interactions Any role if you have the right to edit the data visualization. The viewer needs the right to view any data they drill down to.
    Use service catalog variables in data visualizations viz_creator or higher
    Create coloring rules for data visualizations Any role if you have the right to edit the data visualization.