Setting Permissions on Report Templates
To set permissions on a report template, you must have the Manage Report Templates permission or the Full instance-level permission on the template itself.
By default, all CentraSite users can view (and generate reports from) the report templates that you create through CentraSite Control. However, only you (as the owner of the report template) and users who belong to a role with the Manage Report Templates permission are initially allowed to modify and delete the templates through CentraSite Business UI.
To avoid that all users can view and generate reports from the report template that you have created or to enable other users to modify and delete a template that you have created, you must modify the template's instance-level permission settings.
The following general guidelines apply when setting permissions on templates:
You can assign permissions to any individual user or group defined in
CentraSite.
The groups to which you can assign permissions include the following system-defined groups:
Group Name | Description |
Users | All users within a specified organization. |
Members | All users within a specified organization and its child organizations. |
Everyone | All users of all organizations and child organizations, including guest users (if your CentraSite permits access by guests). |
If a user is affected by multiple permission assignments, the user receives the union of all the assignments. For example, if group ABC has Modify permission on a template and group XYZ has Full permission on the same template, users that belong to both groups will, in effect, receive Full permission on that template.
If you have assigned users the Modify or Full permission on a template and you want them to be able to manage (modify or delete) the template in
CentraSite Control, be sure that the users have Use the Reports UI permission.
To assign permissions to a report template
1. In CentraSite Business UI, access the Advanced Search panel in one of the following ways:
Click the
Browse link in the upper-left corner of the menu bar.
Click the
Search icon next to the
Scope list.
The default search scope is Assets.
A list of defined assets in CentraSite (for which you have the View permission) is displayed in the Search Results page.
2. In the Additional Search Criteria list, select Asset Types.
3. To search for the report templates, click Choose.
4. In the Choose Asset Types dialog box, select the Report Templates option button, and follow these steps:
a. Click the chevron next to Report Templates option button.
A list of defined report templates in CentraSite is displayed.
b. In the list of report templates, select the report template you want to assign the user and group permissions.
c. Click OK.
5. On the Actions bar of the Report Template Details page, click the Permissions icon.
This opens the Assign Permissions dialog box in which you want to assign the user and group permissions.
6. To add users or groups to the User and Group Permissions list, do one of the following:
a. Type a partial string in the Add User or Group text box. CentraSite applies the filter to the users and groups in registry.
b. Select the user or group to which you want to assign permissions.
c. Click the plus button next to the text box or press Enter to add the user or group to the User and Group Permissions list.
-OR-
a. Click Choose. This opens the Choose Users and Groups dialog.
b. Type a partial string in the Add User or Group text box. CentraSite applies the filter to the users and groups in registry.
c. Click the Search icon.
d. Select the users and groups to which you want to assign permissions.
e. Click OK.
7. To remove a user or group from the User and Group Permissions list, select the Delete icon beside the group name or user ID.
8. Assign specific permissions to each user and group in the User and Group Permissions list as follows:
Permission | Allows the selected user or group to... |
View | View the report template. |
Modify | View and edit the report template. |
Full | View, edit, and delete the report template. |
9. Click Save.