We are just getting into S7, and really excited for new Workbench options. I see lots of great info about how to use the Workbench, but I couldn’t find anything clear about whether multiple users can have access to the same workbench dataset. For example, I create a dataset in the workbench, partially populate it, then want someone else (or multiple other people to have view/edit access to it.
Similarly, what if I want them to have view/edit access to it, but NOT the permissions to upload the records??
ps. I think I have some legacy workbench ‘templates’ or mappings I am not sure where in S7 or S6 I can delete them? (cause schema issues in the backend)
You cannot share a single WorkBench data set between multiple users. One user will have ownership at a time, but the ownership can be transferred between users at any time.
Permissions are set per-user, so one user can format and ready the data for upload while another user can have permission to upload to do the final import.
To transfer a WorkBench Data Set:
Go to the WorkBench Data Set in the grid editing view.
Click on Tools.
Click on Change Owner.
You can now select another user to transfer ownership to!
Thanks for this insight! We are new to S7 have a lot of data to gather up and get into Specify, so it is good to understand how the different features work to best leverage them to our efforts!
I really appreciate the support!