6.3.2  Component/Object Permissions

Permissions for most objects and components are set via the Objects tab. (See Objects Tab for a list of available permissions).

The procedure for setting permissions is the same for all components. For example, to set the permission for the 'Ad Hoc' report design tool, follow the steps below:

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 'Access requires both User and Role permission' to specify that access to the object or component is granted only if the current user has both user and role permissions; i.e., both the user's name (or group) and at least one of the user's roles appear in the 'Selected Entities' table.

Select 'Access requires either User or Role permission' to specify that access to the object or component is granted if the current user has either user or role permissions; i.e., either the user's name (or group) or at least one of the user's roles appear in the 'Selected Entities' table.

5. Select the appropriate permission detail:

r = read

w = write

d = delete

The write and delete options will be disabled for some components.

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

Figure 46. Setting Component/Object Permissions

 

Notes:

The default setting for all components is 'Use Parent Permissions'. For components under the 'Data Source' node and the 'Actions' node (with exception of 'My Reports', as noted below) this setting implies that no permission is granted.

Permission for the 'My Reports' folder is granted by default for all users. However, if explicit permission for 'My Reports' is assigned to at least one user, then explicit permission must be assigned for any other users who require this feature.

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

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