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VividCharts Roles

Explanation of the roles that come with VividCharts and what they do.

Mitch Stutler avatar
Written by Mitch Stutler
Updated over 2 months ago

Role Overview

Viewer

You do not need a specific VividCharts role to access a report that is shared with you. Access to VividCharts viewing is handled through share settings by a user editing that report.

Builder (x_vivid_vc_core.builder)

In order to access the VividCharts editor, you will need the Builder role. This will give you the ability to create Slide Decks, Filterable Slide Decks and Dashboards and Scaled Reports.

In addition to the Builder role, you will need ServiceNow read roles that grant you access to the tables you are trying to report on. These vary by organization. If you are not seeing a table that you are trying to report on in VividCharts, you likely don't have the proper ServiceNow role or your organization might not be licensed with VividCharts for that table.

Admin (x_vivid_vc_core.vc-admin)

The VividCharts admin role grants additional access to VividCharts' underlying table to perform certain operations.

A couple of key additional actions an Admin can take are creating/modifying color palettes, using the Custom Chart data source type, and creating new View Templates.

The admin role does not inherit other roles or capabilities, therefore if an Admin also needs to be a builder, they will require both roles.

Refresher (x_vivid_vc_core.refresher) (Version 1.5 and later)

The VividCharts refresher role grants the user the ability to refresh shared assets such as slide decks and scaled reports.

The refresher role is not inherited from any other VividCharts role and must be explicitly granted to a user.

ServiceNow Admin (admin)

A ServiceNow Admin will override all of the VividCharts roles and give the user full access.

Role Details

Builder role only actions.

Some actions are only available to a user who specifically has the builder role.

  • In order to share edit access for an asset, the user must have the builder role (and edit access to the asset).

  • Access to the search features, accessed from the home screen.

  • Overflow menu access on the Scaled Reports list screen (in addition to edit permission on the scaled report).

  • Access to the 'Create New Report from Selection' feature on a scaled report page (in addition to edit access on the scaled report).

  • The setting button (gear icon) on the Viewer (also requires edit permissions on the report)

  • The 'Create Something New' action available on the home screen

  • The configuration panel on the Scaled Report Overview page (in addition to edit permissions on the scaled report).

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