Overview

The Report Permissions page is used to create or delete folders in Connect Back Office Reports or Connect Portal. The folders are used to save and then view the saved reports. Additionally, permissions can be set for the folders to define which roles are allowed to create, view, update, or delete reports in the folder.

Selecting a folder in the left-hand pane displays the Permissions for that folder in the right-hand pane. The permissions - Create, View, Update, and Delete are assigned to or removed from each role individually. The roles displayed in the list are created via the Roles page.

How to Get Here?

From the Home Page:From the Menus:
  • Click Report Permissions from the Admin list 
  • Open the Admin menu and select Report Permissions

 

 

 

Field Definitions

Field

Type

Required

Description

Folders

Display Only

(Pulled from created/updated Folders)

YesThe folders created for saving and accessing reports in Connect Back Office reports and Connect Portal.
Permissions

Read-only list with Selection Checkboxes

(Pulled from created/updated Roles)

Yes

The list of roles in Connect and permission checkboxes. A checked box next to a roles indicates the roles has been given the selected permission.

Available permissions include:

  • Create - Ability to save reports in the selected folder
  • View - Ability to view and modify filters and run reports in the selected folder
  • Update - Ability to modify and save changes to reports that exist in the selected folder
  • Delete - Ability to delete reports in the selected folder

Button Descriptions

Button

Shortcut Keys

Description

Step-By-Step Guides

Create[Alt] + [C]

Used to create a new folder for reports.

Creating Report Folders
Delete[Alt] + [D]

Deletes the selected folder used for saved reports.

Deleting Report Folders

 

 

 

 

 

Related Topics

Report Permissions

Creating Report Folders

Deleting Report Folders

Updating Report Permissions

 

 

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