What permissions do I need?
Users with the Activeboards (manage) or the User resources permissions can activate the edit mode (more about permissions here).
You can activate the edit mode taking into account the following considerations:
Users whose role has the User resources permission can always activate the edit mode in Activeboards.
Users with the Activeboards (manage) permission can always activate the edit mode in their own Activeboards. However, if someone shares an Activeboard with them, the permission level may be limited to view (learm more about sharing Activeboards here).
About the edit mode
Activating the edit mode impacts certain actions you can take in your Activeboards and applies to all of the Activeboards you are working with during your current session. That is to say, the edit mode will remain active until you choose to deactivate it or until you leave the area.
Users are allowed to perform different actions upon activation of the edit mode:
Edit mode OFF | You can only see the current widgets data but you cannot create new widgets or inputs nor can you modify their data sources. You can set different time ranges (both for the Activeboard and for individual widgets) and edit the widgets' visual settings, but keep in mind that these changes will not be saved. |
|---|---|
Edit mode ON | Activeboards with the edit mode activated can be completely modified. You can create new widgets and inputs, edit the widgets' properties and sizes, change the time ranges so they persist for future sessions and users, etc. |
Activating edit mode
You can activate edit mode by clicking the Edit mode toggle at the top left of the area.
By default, all Activeboards have the edit mode deactivated when you first access them in a session. However, when you create a new Activeboard, the edit mode is activated by default so that you can start working on it directly.