Report Component Permissions

Action Node

• Ad Hoc permissions • Dashboard permissions
• 'My Reports' folder permissions
• Physical Table permissions
• Report Toolbar permissions
• Scheduled Task permissions
• Viewsheet Toolbar permissions
• Visual Composer Viewsheet permissions
• Visual Composer Worksheet permissions

The mechanism for setting permissions is identical for all of the above components. The following instructions illustrate how to set permissions, using the 'Ad Hoc Component' as a representative example:

1. Select the Objects tab, followed by the 'Action' node in the navigation tree. Select the 'Ad Hoc' option.

2. If the 'User Parent Permissions' check-box is checked, deselect it.

3. Select the desired users/roles/groups from the tree in the box titled 'Available Entities' and drag and drop them into the list titled 'Selected Entities' (or click on the '>' button).

4. Select the appropriate permission detail: r = read, w = write, d = delete. (The write and delete options will be disabled for some com­ponents)

5. Click the 'Apply' button to save your changes.

Notes:

• The default setting for all components is 'Use Parent Permissions'.  For all components under the 'Data Source' node and the 'Actions' node, this setting only implies that no permissions are set for that component.

• This setting ('Use Parent Permissions') is significant only for the asset components listed under the 'Worksheet'. If you set permissions for the 'Global' node, they can be inherited by all of the assets under this node.

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