Setting Permissions for a Report, Dashboard, or Folder

To set the permissions for an individual report, dashboard, or folder, follow the steps below:

1. Select the report, dashboard, or folder from the tree, and press the Security tab.

2. Deselect the 'Use Parent Permissions' check-box.

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 report, dashboard, or folder 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 report, dashboard, or folder 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

6. Click 'Apply' to save your changes.

 

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