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Hide AllAll permissions are granted to a Role. To grant permission to users, add the user to one or more roles. By default, four roles are configured. These roles cannot be deleted, but you can add new roles to the list.
- Administrators contains users with the permission to enter the Administration area.
- Anonymous contains no users, but it allows users to work with the Reporting Portal without credentials.
- Everyone contains all users.
- Owner contains the user who originally created or uploaded the report. By default, this is the only role with full permissions on a newly created or uploaded report.
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To create a new role
You can add as many roles as you need to the list. Then if you decide to grant permission for a report or model to an entire department, you can make the change once instead of for each individual.
Create roles with specified permissions
- From the Administrator Dashboard, in the Security section on the lower left, click Roles. The Roles list appears.
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Next to New Role, click Create. The Create Role dialog appears.
- In the Role Name box, enter a name for the new role.
- If you want to allow the role to upload reports, select the Allow role to upload reports check box.
- If you want to allow the role to schedule reports, select the Allow role to schedule reports check box.
- Click Create. The new role is added to the list, with an extra command that allows you to delete it. To begin using the role, add users to it. To add more permissions, see Managing Permissions: Reports, Models, Schedules.
To add a user to a role
When you create a new role, it has no users.
Grant permissions by adding users to roles
- From the Administrator Dashboard, in the Security section on the lower left, click Roles.
- In the Roles list that appears, to the right of the role to which you want to add a user, click the Users command. The Manage Role dialog appears.
- In the Manage Role dialog, select check boxes next to users to assign them to the role.
Note: To remove a user from the role, clear the corresponding check box. You cannot add or remove users from the Owner role, which has a user for each report based on the Created By value for that report. - Click the Apply button to save the changes.
To grant permission to upload reports
By default, only the Administrator role has permission to upload reports.
Uploading ActiveReports
- From the Administrator Dashboard, in the Security section on the lower left, click Roles.
- In the Roles list that appears, to the right of the role to which you want to grant upload permission, click the Edit command. The options are enabled.
- Select the Allow to upload reports checkbox.
- To the right of the role, click the Update command. All users assigned to the role are able to upload reports.
To grant permission to schedule reports
By default, only the Administrator role has permission to schedule reports.
Scheduling ActiveReports
- From the Administrator Dashboard, in the Security section on the lower left, click Roles.
- In the Roles list that appears, to the right of the role to which you want to grant scheduling permission, click the Edit command. The options are enabled.
- Select the Allow to schedule reports checkbox.
- To the right of the role, click the Update command. All users assigned to the role are able to schedule reports.
To grant permission to assign system categories
By default, only the Administrator role has permission to assign system categories.
Assign System Categories
- From the Administrator Dashboard, in the Security section on the lower left, click Roles.
- In the Roles list that appears, to the right of the role to which you want to grant permission to assign system categories, click the Edit command. The options are enabled.
- Select the Allow to assign system categories checkbox.
- To the right of the role, click the Update command. All users assigned to the role are able to assign system categories.
To delete a role
To delete a role
- From the Administrator Dashboard, in the Security section on the lower left, click Roles.
- In the Roles list that appears, to the right of the role that you want to delete, click the Delete command.
- If the role does not contain any users, it is removed from the list immediately. If the role does contain users, you are asked to confirm.
- Click OK to delete the role.
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Note: The roles Admin, Everyone, and Owner cannot be deleted; therefore the Delete command is not available for these roles. |
You can grant other permissions to reports and models by selecting roles to allow for each individual report and each model. See Managing Permissions: Reports, Models, Schedules for more information.