You can edit object details in the Details pane for objects to which you have Manage privileges. The editable object details include name, description, tags, and folder. From the Details pane you can also move the object to another folder.
To edit object details
To move the selected object, select a folder from the Folder drop-down list.
You can lock an object to prevent the object from being dropped by other users or to prevent certain attributes from being modified by other users. Users with Manage privileges for an object can lock it.
To lock an object
In the Details pane, click in the Locked by field.
Once an object is locked, it cannot be modified or dropped, except by the user who locked it or by the Administrator. Only the user who locked it and the Administrator can unlock it.
Locking an object prevents users (except the user who locked it and the Administrator) from performing the following actions:
On the Home page, you can drag-and-drop an object to move it to another folder. You can also relocate an object by selecting the destination folder in the selected object's Details pane. Users with the Administrator role or manage privileges to the object can move an object (between non-secured folders). An object cannot be moved if it is locked by another user.
Users with Manage privileges to an object can modify the object's Visibility/Sharing and Manage privileges. See Manager Privileges for additional information.
To modify visibility and manage settings for a secured folder, see Specify Visibility, Manage and Publish Privileges for Folders.
You can modify the Visibility/Sharing options for an object to which you have Manage privileges.
To alter Visibility for an object
Select to either keep the object private, make it public, or share it with a list of users you specify. Review the following for additional information.
Keep this data private
Select to keep the object private.
Share this data with any user
Select to make the object public.
Allow any user to manage this object—Select this option to grant Manage privileges to all users.
Share this data with selected users and groups
Select this option to make the object available to a list of users you specify. Then add users and groups to the right pane. You can include both individual users and groups.
Manage—Select this option for each user (or group) to which you want to grant Manage privileges.
Note: When privileges are assigned to a group, a new member added to the group is automatically assigned the privileges of the group. When the user is removed from the group, any rights associated with that group are removed for that user. A user is given the highest level of privileges applied to them, whether it is as an individual user or as a member of a group.
You can modify the Manage privileges for an object to which you have Manage privileges.
To modify Manage privileges for an object
|Share this data with any user
|Allow any user to manage this object—Select this option to provide manage privileges to all users.
|Share this data with selected users
|Select the check box in the Manage column for each user (or group) to which you want to grant Manage privileges.
Users with Manage privileges to an object can do the following (unless the object is locked):
Use the Alter Authentication dialog to set your personal authentication key, to update keys when your remote data source password changes, or to change authentication key type for a view.
You can use the Alter Authentication dialog to perform the following tasks:
To change shared key to personal key— Change the type of key applied to an object from shared to personal. After the personal key is applied, users with which the object is shared are required o set a personal key by providing personal login credentials to the remote source. Users with Manage privileges to the object can change the authentication key type.
Note: This action is not available for snapshots. You can apply only a shared key to a snapshot.
To modify Authentication
(Views) To change a shared key to a personal key, clear the Share authentication check box.
Note: This option is not available for snapshots. You can apply only a shared key to a snapshot.
(Views) Apply this to other view objects for this source that need authentication—If setting your personal key, select this option to apply these credentials to other views sourced from this data source with a personal key that also require authentication.
TIP: If your password changed for a remote data source, you must also change the password in your personal authentication keys. If you are using the Alter Authentication dialog to change a personal authentication key password, select this option to apply the change to all applicable views.
Specify this option separately for each data source in the drop-down list.
Note: This option is disabled for a shared key.
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