Editing and viewing modes in Activeboards

[ 1 What permissions do I need? ] [ 2 About the editing and viewing modes ] [ 3 Activating the editing mode ]

What permissions do I need?

Users with the Activeboards (manage) or the User resources permissions can activate the editing mode (more about permissions here).

You can activate the editing mode taking into account the following considerations:

Users whose role has the User resources permission can always activate the editing mode in Activeboards.
Users with the Activeboards (manage) permission can always activate the editing 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 editing and viewing modes

Activating the editing 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 editing 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 editing mode:

Editing mode

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.

Viewing mode

Activeboards with the editing 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 the editing mode

You can activate the editing mode by clicking the Viewing button at the top left of the area and selecting the Editing option in the menu that appears. The button’s name will reflect the active method.

By default, all Activeboards have the editing mode deactivated when you first access them in a session. However, when you create a new Activeboard, the editing mode is activated by default so that you can start working on it directly.