Complete this task to assign permissions to a user role to view, create, update, and delete reports in the report folders.
- 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
Step-By-Step Guide
Step | Instructions | |
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| 1 | From the Report Permissions page, select the report folder to modify permissions. A list of all roles and current permission selections is displayed in the Permissions pane. | |
| 2 | Select the relevant checkboxes to grant rights to actions the user should be able to perform. | | Note |
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| Deselecting a checkbox removes the permissions from the user role. |
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| 3 | Click Close. The updated folder permissions are saved in Connect Back Office and Connect Portal. | |