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.

Note:
This functionality applicable only to CentraSite Control has been deprecated and will be removed in a future release.

By default, all CentraSite users can view (and generate reports from) the report templates that you create. 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.

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 in CentraSite Control:

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.

2. Right-click a template you want to assign the user and group permissions, and click Details.

3. In the Report Template Details page, click the Permissions tab.

5. Select one or more users and groups to which you want to assign permissions.

6. To filter the list, type a partial string in the Search field. Click OK.

String	Description
b	Displays names that contain b.
bar	Displays names that contain bar.
%	Displays all users and groups.

7. Use the View, Modify, and Full check boxes to assign specific permissions to each user and group in the Users/Groups 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. This permission also allows the selected user or group to assign instance-level permissions to the report template.