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Managing permissions in shared spaces

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Managing permissions in shared spaces

Permissions in spaces are controlled by roles assigned to members when they are added to a space. A role assigned to a member of a space gives that member a set of permissions inside that space and on resources inside the space.

Any cloud hub member with a professional license can create a space. When you create a space, you are assigned the Owner permission. Owners can then add new members to the space and assign them permissions. Space permissions are managed in Manage members. In Manage members, you can search for cloud hub members, assign them permissions, and add them to your shared space.

Member permissions can be changed to give them a new role in a space. A user with Can view permission might be changed to an app developer by changing their permission to Can edit. Member permissions can be changed by space owners and members with Can manage permissions.

Members can be removed from a space in Manage members by clicking the delete icon beside the member.

Tip:

You can check your permissions in a shared space by clicking Manage members. If you do not see Manage members, you have Can view, Can edit, or Can Consume data permission for the space.

Space permissions and app ownership

Roles in a shared space give users permissions and access rules in a shared space. Whether or not you are the owner of the app you are working with determines additional permissions.

The app owner is the user who has created the app. The app owner is the only user who can:

  • Edit data in Data model viewer, Data load editor, or Data manager.
  • Customize the app business logic

Space permissions override app ownership. If an app is moved to a space that the app owner does not have permission to access, then the app owner cannot access the app. If the app owner's permission in a space is changed to Can view or Can Consume data, they will lose the ability to add data to the app and reload the app. When moving an app between spaces, ensure the app owner has Can edit, Can manage, or Owner permissions in the destination space, if you want the app owner to still manage reloading the app and the data model.

Permissions in a shared space

Permissions can be assigned by Owner and Can manage users. What shared space permissions enable you to do depends on if you have a professional or an analyzer license assigned to you by your tenant administrator. If your tenant administrator has enabled groups, you can also add groups of users to your space.

Note:

If a member has different individual permission and group permission in a space, the highest permission level is applied.

Permissions for members with professional licenses

The following tables outline what members with the professional license can do in a space:

Space actions by permission in a shared space
  Role
Action Owner Can manage Can edit Can view Can consume data
Rename the space Yes Yes No No No
Create new apps in the space Yes Yes Yes No No
Move apps to another space Yes Yes Yes No No
Move apps to the space Yes Yes Yes No No
Duplicate apps in the space Yes Yes Yes No No
Export apps in the space Yes Yes Yes No No
Add members to the space Yes Yes No No No
Change member permissions for the space (Owner, Can manage, Can edit, Can view) Yes Yes No No No
Remove members from the space Yes Yes No No No
Add and edit data sources in the space Yes Yes Yes No No
Delete the space Yes Yes No No No
App actions by permission in a shared space
  Role
Action Owner Can manage Can edit Can view Can consume data
Open an app Yes Yes Yes Yes No
Delete an app Yes Yes Yes No No

Open Data model viewer

Yes Yes Yes No No
Open and edit the data model in Data load editor or Data manager
Note: The user must be the app owner.
Yes No No No No
Add data files to a space in Data load editor and Data manager
Note: The user must be the app owner.
Yes No No No No
Edit app attributes (change name, description, and tags) Yes Yes Yes No No
Edit app properties (select theme, enable right-to-left reading order, set a bookmark as app default, and sheet title styling) Yes Yes Yes No No

Reload the app

Yes Yes Yes No No

Create, edit, and delete master items and variables

Yes Yes Yes No No

Create, edit, and delete media library content

Yes Yes Yes No No
Add private sheets to the app Yes Yes Yes No No
Add private bookmarks and stories to the app Yes Yes Yes Yes No
Make private sheets, bookmarks, and stories public in the app Yes Yes Yes No No
Make public sheets, bookmarks, and stories private in the app Yes Yes Yes No No
Take snapshots in the app Yes Yes Yes Yes No
Make snapshots public Yes Yes Yes No No
View on-demand app navigation links Yes Yes Yes Yes No
Create or update app navigation on-demand links Yes Yes Yes No No
Open on-demand selection apps Yes Yes Yes Yes No
Generate on-demand apps Yes Yes Yes Yes No
Create dynamic views Yes Yes Yes No No
Add dynamic charts to sheets Yes Yes Yes No No
Monitor a visualization in the cloud hub Yes Yes Yes Yes No

Customize the app business logic

Note: The user must be the app owner.
Yes Yes Yes No No
Data sources actions by permission in a shared space
  Role
Action Owner Can manage Can edit Can view Can consume data
List and use data source in the space Yes Yes Yes No Yes
Create data source in the space Yes Yes Yes No No
Duplicate data files in the space Yes Yes Yes No No
Move data files between spaces Yes Yes Yes No No
Delete data source from the space Yes Yes Yes No No

Edit data connection in the space

Note: The user must be the connection owner.
Yes Yes Yes No No
Profile data source Yes Yes Yes No No
Edit and apply properties to data source in the space Yes Yes Yes No No
Create app from data source Yes Yes Yes No No
Open data connection or file for app reload Yes Yes Yes No Yes
Binary load from apps inside space Yes Yes Yes No Yes

Permissions for members with analyzer licenses

The following tables outline what members with an analyzer license can do in a space:

Space actions by permission in a shared space
  Role
Action Owner Can manage Can edit Can view Can consume data
Export apps in the space Yes Yes Yes No No
Move apps to another space Yes Yes Yes No No
Move apps to the space Yes Yes Yes No No
App actions by permission in a shared space
Action Owner Can manage Can edit Can view Can consume data
Open an app Yes Yes Yes Yes No
Delete an app Yes Yes Yes No No

Edit app attributes (change name, description, and tags)

Yes Yes Yes No No

Edit app properties (select theme, enable right-to-left reading order, set a bookmark as app default, and sheet title styling)

Yes Yes Yes No No
Add private bookmarks and stories to the app Yes Yes Yes Yes No
Take snapshots in the app Yes Yes Yes Yes No
View on-demand app navigation links Yes Yes Yes Yes No
Open on-demand selection apps Yes Yes Yes Yes No
Generate on-demand apps Yes Yes Yes Yes No
Create dynamic views Yes Yes Yes No No
Add dynamic charts to sheets Yes Yes Yes No No
Monitor a visualization in the cloud hub Yes Yes Yes Yes No
Data source actions by permission in a shared space
Action Owner Can manage Can edit Can view Can consume data
List and use data source in the space Yes Yes Yes No Yes
Create data source in the space No No No No No
Delete data source from the space Yes Yes Yes No No
Edit data source in the space No No No No No
Profile data source Yes Yes Yes No No
Edit and apply properties to data source in the space Yes Yes Yes No No
Create app from data source Yes Yes Yes No No
Open data connection or file for app reload Yes Yes Yes No Yes
Binary load from apps inside space Yes Yes Yes No Yes