Working with a DataLens On-premises collection

In this section, you will learn how to use a collection:

• Creating a collection
• Editing a collection
• Moving a collection
• Setting up access to a collection
• Deleting a collection

Creating a collectionCreating a collection

To create a collection:

1. In the left-hand panel, select Collections and workbooks.

2. In the top-right corner, click Create → Create collection.

3. Enter a name for the collection.

4. Click Create.

Editing a collectionEditing a collection

To change collection name and description:

1. At the top of the collection page, next to the name, click Edit.
2. Enter a new name and description for the collection and click Save.

Moving a collectionMoving a collection

To move a collection:

1. At the top of the collection page, click → Move.
2. Select the collection you want to move the collection to and click Move. To move it to a new collection, click Create collection.

Setting up access to a collectionSetting up access to a collection

You can assign access permissions to a user for each workbook and collection. Access permissions determine what you can do with a workbook or collection. Permissions are inherited as follows:

• Workbook permissions apply to all objects within the workbook.
• Collection permissions apply to all collections and their workbooks, as well as objects within workbooks.

Assigning access permissionsAssigning access permissions

To assign access permissions for a collection:

1. At the top of the collection page, click Access.

   Under Inherited permissions, you can see the users who inherited object permissions, because they were granted permissions to one of its parent objects. For each user, the inherited permission and the object that it is inherited from are displayed.

   Under Direct permissions, you can see the users who are granted permissions to the selected object.

2. Click Add user.

3. In the window that opens, select a user or user group, specify the appropriate permission, and click Save. The user or user group will get permissions for this object.

Revoking privilegesRevoking privileges

To revoke access permissions for a collection:

1. At the top of the collection page, click Access.

2. Under Direct permissions, click next to the user or user group to revoke permissions from.

   Note

   If the user is missing from the list, they might have been granted permissions to the parent object. You can revoke permissions for the parent object. To switch to the permission inheritance object, find the user in the Inherited permissions list and click the object name.

3. In the window that opens, click Revoke role.

Deleting a collectionDeleting a collection

To delete a collection:

1. At the top of the collection page, click → Delete.
2. Confirm the deletion.