Granting User Access to KPIs
You can control access to KPIs in Optimize. The Data-Level Security panel on the Edit Role page enables you to specify access parameters for users and groups by role.
Granting a role access to a KPI allows anyone in that role to view KPI data in Optimize. If a user or group belongs to more than one role, the user or group will have access to the KPI data as long as access is granted to at least one of the roles.
After a role is created, access must be assigned. By default, roles do not have access to KPIs. For users and groups to view KPI data, data-level security must be enabled. If data-level security has been enabled, users must be assigned access to view KPIs. For instructions for enabling data-level security, see
Enabling Data-Level Security.
To open the data level security tab for KPIs
1. In My webMethods: Navigate > Applications > Administration > User Administration > Roles.
Optimize displays the Roles page containing a list of roles. You can add new roles and edit or delete existing roles from this page. For information about adding, editing, and deleting roles, see Working with My webMethods.
2. Do one of the following:
Enter the name of the role into the
Search Keyword field and click
Go.
Leave the
Search Keyword field blank and click
Go.
3. Click the ROLE NAME, or click the Edit button (
) to the right of the role name. Optimize displays the Edit Role page for the role.
4. In the Data Level Security tab, click KPI.
Optimize displays the KPI page for data level security, which contains a list of all accessible KPIs.
5. Perform any of the actions that are listed below.
The following table describes the actions that you can perform from the KPI page for data level security.
To | Do this |
Grant access to a KPI | |
Remove a KPI from the list | Select the KPI and then click Delete. |
Export the list of attributes to a comma-delimited text file | Click Export Table. For more information about exporting table data, see Administering My webMethods Server. |