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canonical: en/workbooks-collections/workbooks-operations.html
title: Operations with a DataLens On-premises workbook
description: >-
Follow this guide to create, edit, move, copy, export, delete, and manage
access to a DataLens On-premises workbook.
vcsPath: en/workbooks-collections/workbooks-operations.md
---
# Operations with a DataLens On-premises workbook
In this section, you will learn how to use a workbook:
* [Creating a workbook](#create-workbook)
* [Editing a workbook](#edit-workbook)
* [Moving a workbook](#move-workbook)
* [Copying a workbook](#copy-workbook)
* [Exporting a workbook](#export-workbook)
* [Setting up access to a workbook](#security)
* [Deleting a workbook](#delete-workbook)
You can perform most actions either from a collection or from the workbook page.
{% list tabs %}
- From a collection
Next to the workbook, click and select the required action.
- In a workbook
On the workbook page, click at the top and select the required action. Some actions have separate buttons.
{% endlist %}
Below are the actions performed from the workbook page.
## Creating a workbook {#create-workbook}
To create a workbook:
1. In the left-hand panel, select **Collections and workbooks**.
1. In the top-right corner, click **Create** → **Create workbook**.
1. Enter a name for the workbook.
1. Optionally, enter a description for the workbook.
1. Optionally, click **Select file** to [import](./export-and-import.md#import-workbook) a workbook.
1. Click **Create**.
## Editing a workbook {#edit-workbook}
To change workbook name and description:
1. At the top of the workbook page, click **Edit** next to the name.
1. Enter a new name and description for the workbook and click **Save**.
## Moving a workbook {#move-workbook}
To move a workbook:
1. At the top of the workbook page, click → **Move**.
1. Select the collection you want to move the workbook to and click **Move**. To move the workbook to a new collection, click **Create collection**.
## Copying a workbook {#copy-workbook}
To create a copy of a workbook:
1. At the top of the workbook page, click → **Copy**.
1. In the window that opens, select the target collection and click **Copy**. To copy the workbook to a new collection, click **Create collection**.
1. Enter a name for the new workbook and click **Copy**.
After you have copied a workbook, you can delete redundant objects or create new ones in it.
## Exporting a workbook {#export-workbook}
You can [export a workbook](./export-and-import.md#export-workbook) and download the export file in JSON format. Using the export and import tools in DataLens, you can transfer [workbooks](./index.md) between installations. For more information, see [Exporting and importing workbooks DataLens On-premises](./export-and-import.md).
## Setting up access to a workbook {#security}
You can assign access permissions to a user for each workbook and collection. [Access permissions](../security/roles.md#workbooks-collections-roles) 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 permissions {#wb-coll-grant}
To assign access permissions for a workbook:
1. On the workbook page, click **Access** at the top.
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.
1. Click **Add user**.
1. In the window that opens, select a user or user [group](../security/manage-user-groups.md), specify the appropriate permission, and click **Save**. The user or user group will get permissions for this object.
### Revoking privileges {#wb-coll-revoke}
To revoke access permissions for a workbook:
1. On the workbook page, click **Access** at the top.
1. Under **Direct permissions**, click next to the user or user [group](../security/manage-user-groups.md) to revoke permissions from.
{% note info %}
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.
{% endnote %}
1. In the window that opens, click **Revoke role**.
## Deleting a workbook {#delete-workbook}
To delete a workbook:
1. At the top of the workbook page, click → **Delete**.
1. Confirm the deletion of the workbook.