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Workbook Sharing Permissions and Security

INFO

Only users with Admin rights can set or change permissions.

To view sharing permissions and security settings for a Workbook:

  1. Click the FileBrowser tab at the top of the page.
  2. Select the Workbook folder.
  3. Click to highlight the Workbook for which you want to edit permissions.
  4. Right-click the Workbook and select Information or click the Information button on the tool bar.
  5. The sharing and full results sharing permissions can be found by clicking the Lock icon in the info box.

Sharing#

Owner:

  • The owner box shows the current owner of the Workbook. The owner has view, edit, and run privileges. Changing the owner can only be completed by someone with administrative privileges.

Groups:

  • User groups can be added to share the Workbook. The administrator or owner of the Workbook can set groups to view, edit, and run the Workbook.
  • By adding the view, edit, or run settings to All Users, the admin or user can set permissions for all users.

Full Results Sharing#

  • Full results sharing give the admin or owner the ability to give selected groups the ability to view the full data from the Workbook.
  • Only users that have access to the Workbook in from the sharing section are eligible to view the full data of a Workbook.
  • In order to create infographics or export jobs from a Workbook that you are not the owner of, you must have full results sharing permission.

Sharing Workbooks with Secure Data Sources#

  1. Users that have permissions to view/edit a Workbook but don't have permissions to view/edit the original data source being used in the Workbook:
    1. Can't view the data source worksheet in the Workbook.
    2. Can't view any worksheet in the Workbook using data from the data source if the Workbook hasn't yet run and/or the desired worksheets weren't kept.
  2. For Workbook users to view/use worksheets that use data from a data source for which they don't have permissions, the Workbook must first be run with the desired worksheets being kept.