Manage Roadmaps
As an Account Admin, you can manage all your organization's roadmaps in the account, not just the ones you own and share. Management of roadmaps includes:
- Renaming a roadmap
- Duplicating a roadmap
- Editing a roadmap's sharing settings
- Deleting a roadmap
You manage all roadmaps in the account from the All Roadmaps tab in your Roadmap Home.
Opening the All Roadmaps tab
1. Click the Home icon in the upper-left corner of the screen.
2. On the Roadmap Home navbar, click All Roadmaps.
Renaming a roadmap
1. In the All Roadmaps tab, select the roadmap you want to rename.
2. On the Roadmap toolbar, click the Rename icon.
3. Follow the steps in Rename a roadmap.
Duplicating a roadmap
1. In the All Roadmaps tab, select the roadmap you want to duplicate.
2. On the Roadmap toolbar, click the Duplicate icon.
3. Follow the steps in Duplicate a roadmap.
Editing a roadmap's sharing settings
1. In the All Roadmaps tab, select the roadmap whose sharing settings you want to edit.
2. On the Roadmap toolbar, click the Share icon.
3. Follow the steps in Add Editors to your roadmap, Add Viewers to your roadmap, Change a roadmap's sharing settings, or Transfer ownership of a roadmap.
Deleting a roadmap
1. In the All Roadmaps tab, select the roadmap you want to delete.
TIP: You can select and delete more than one roadmap at a time.
2. On the Roadmap toolbar, click the Delete icon.
3. Follow the steps in Delete a roadmap.
Rename Roadmaps
There are two ways to rename a roadmap: from your roadmap home and from the roadmap itself.
From your roadmap home
1. If you are not already in your roadmap home, click the Home icon on the upper-left corner of the application screen.
2. In the My Roadmaps tab, select the roadmap you want to rename.
3. On the Roadmap toolbar, click the Rename icon.
TIP: If the icon is grayed-out, you don't have permission to rename the roadmap (see Who can rename a roadmap? below).
4. In the Roadmap Properties dialog, enter a new name (Title) for the roadmap.
5. Click Save.
From the roadmap
1. On the Roadmap navbar, click to open the Roadmap dropdown.
2. In the dropdown, select Rename Roadmap.
TIP: If the selection is grayed-out, you don't have permission to rename the roadmap (see Who can rename a roadmap? below).
3. In the Roadmap Properties dialog, enter a new name (Title) for the roadmap.
4. Click Save.
Who can rename a roadmap?
You can rename a roadmap if you are the Owner or the roadmap has been shared with you as an Editor. If a roadmap has been shared with you as a Viewer, you have view-only access and can't change the roadmap's name.
To find out more about roadmap sharing and permissions, go to Sharing and collaboration in the Quick Guide and Share your roadmap in the Getting Started tutorial.
What happens when you rename a roadmap?
When you rename a roadmap, all users who share the roadmap (Editors and Viewers) will see the new name. This could cause some confusion, so we recommend that you rename a roadmap only if it's absolutely necessary.
Duplicate a Roadmap
There are two ways to duplicate a roadmap: from your Roadmap Home and from the roadmap itself.
From your roadmap home
1. If you are not already in your roadmap home, click the Home icon on the upper-left corner of the application screen.
2. In the My Roadmaps tab, select the roadmap you want to duplicate.
3. On the roadmap toolbar, click the Duplicate icon.
TIP: If the icon is grayed-out, you don't have permission to duplicate the roadmap (see Who can duplicate a roadmap? below).
4. In the Duplicate Roadmap dialog, enter a new name (Title) for the duplicate roadmap.
5. If you want copy the original roadmap's sharing settings to the new roadmap, select the Share it with the same people checkbox.
TIP: To learn more, see What happens to data and sharing settings in a duplicated roadmap? below.
6. Click Duplicate.
From the roadmap
1. On the Roadmap navbar, click to open the Roadmap dropdown.
2. In the dropdown, select Duplicate Roadmap.
TIP: If the selection is grayed-out, you don't have permission to delete the roadmap (see Who can duplicate a roadmap? below).
3. In the Duplicate Roadmap dialog, enter a new name (Title) for the duplicate roadmap.
4. If you want copy the original roadmap's sharing settings to the new roadmap, select the Share it with the same people checkbox.
TIP: To learn more, see What happens to data and sharing settings in a duplicated roadmap? below.
5. Click Duplicate.
Who can duplicate a roadmap?
You can duplicate a roadmap if you are the Owner or if the roadmap has been shared with you as an Editor. If a roadmap has been shared with you as a Viewer, you have view-only access and can't duplicate it.
TIP: To find out more about ownership of a duplicated roadmap, see What happens to data and sharing settings in a duplicated roadmap? below.
To find out more about roadmap sharing and permissions, go to Sharing and collaboration in the Quick Guide and Share your roadmap in the Getting Started tutorial.
What happens to data and sharing settings in a duplicated roadmap?
Data
Data in the original roadmap is copied to the new roadmap as follows:
- ALL items in the roadmap
- The roadmap's views, including each view's associated visualization, filter set, and data pivots
Sharing settings
Sharing settings in the new roadmap are as follows:
- The user who duplicates a roadmap becomes the Owner of the new roadmap, regardless of whether that user was the Owner or an Editor of the original roadmap.
- If the Share it with the same people option is selected when duplicating the roadmap, the new roadmap inherits all Editors and Viewers from the original roadmap.
- If the option is NOT selected, the only user with access to the new roadmap is the Owner, as explained in item 1 above.
Delete a Roadmap
There are two ways to delete a roadmap: from your roadmap home and from the roadmap itself.
From your roadmap home
1. If you are not already in your roadmap home, click the Home icon on the upper-left corner of the application screen.
2. In the My Roadmaps tab, select the roadmap you want to delete.
3. On the Roadmap toolbar, click the Delete icon.
TIP: If the icon is grayed-out, you don't have permission to delete the roadmap (see Who can delete a roadmap? below).
4. In the Delete Roadmap dialog, carefully read the warning. If you're sure you want to delete the roadmap, type DELETE THIS ROADMAP in the text box.
5. To finish deleting the roadmap, click Delete. To cancel the deletion, click Cancel.
From the roadmap
1. On the Roadmap navbar, click to open the Roadmap dropdown.
2. In the dropdown, select Delete Roadmap.
TIP: If the selection is grayed-out, you don't have permission to delete the roadmap (see Who can delete a roadmap? below).
3. In the Delete Roadmap dialog, carefully read the warning. If you're sure you want to delete the roadmap, type DELETE THIS ROADMAP in the text box.
4. To finish deleting the roadmap, click Delete. To cancel the deletion, click Cancel.
Deleting multiple roadmaps
You can delete multiple roadmaps in bulk from your roadmap home.
From your roadmap home
1. If you are not already in your roadmap home, click the Home icon on the upper-left corner of the application screen.
2. In the My Roadmaps tab, select the roadmaps you want to delete.
3. On the Roadmap toolbar, click the Delete icon.
TIP: If the icon is grayed-out, you don't have permission to delete the roadmap (see Who can delete a roadmap? below).
4. In the Delete Roadmaps dialog, carefully read the warning. If you're sure you want to delete these roadmaps, type DELETE THESE ROADMAP in the text box.
5. To finish deleting the roadmaps, click Delete. To cancel the deletion, click Cancel.
Who can delete a roadmap?
Only the Owner of a roadmap can delete it. Even if a roadmap has been shared with you as an Editor, you can't delete it.
To find out more about roadmap sharing and permissions, go to Sharing and collaboration in the Quick Guide and Share your roadmap in the Getting Started tutorial.
WARNING: Know what happens when you delete a roadmap
Deleting a roadmap is permanent and cannot be undone. Anything associated with the Roadmap will be deleted and cannot be restored.