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| onboarding:reportingmanager:administration_-_manage_roles_and_permissions [2016/09/06 16:43] – 1carew1 | onboarding:reportingmanager:administration_-_manage_roles_and_permissions [2021/06/25 10:09] (current) – external edit 127.0.0.1 | ||
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| + | ====== Administration - Manage Roles and Permissions ====== | ||
| + | Author: Colm Carew | ||
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| + | Each role should have a permission of ' | ||
| + | \\ Each role has a unique name and each user can have multiple roles. | ||
| + | \\ Roles are essentials names/tags assigned to users and reports to determine if a user can run/see a report. | ||
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| + | The keys icon is the Roles and Permissions icon. | ||
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| + | {{: | ||
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| + | Clicking on it will create a dialog like : | ||
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| + | {{: | ||
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| + | A role can be edited by double clicking on it : | ||
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| + | {{: | ||
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| + | The name field is the main thing that can be edited but in general we tend not to delete/edit roles we mainly create new roles. | ||
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| + | {{: | ||
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| + | Again the name should be unique and the permissions it has must be ' | ||
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| + | ===== Assessment ===== | ||
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| + | Create a new role. Assign this role to a report and to a user. Ensure when logged in as that user you can see and run the report. Log in as a user without the role and ensure you cannot see the report. | ||