Setting Permissions on a Report Template

CentraSite Documentation : CentraSite User’s Guide : Working with Reports and Report Templates : Setting Permissions on a Report Template

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 enable other users to modify and/or delete a template that you have created, you must modify the template's instance-level permission settings.

The following procedure describes how to set permissions on a report template. When setting permissions on report templates, keep the following points in mind:

To set permissions on a report template, you must belong to a role that has the Manage Report Templates permission or have the Full instance-level permission on the template itself.

You can assign permissions to any individual user or group defined in the CentraSite registry/repository.

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 the CentraSite registry/repository including guest users (if your registry/repository 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 report template, and group XYZ has Full permission on the same template, users that belong to both groups will, in effect, receive Full permission on the template.

To assign permissions to a report template

1. In CentraSite Control, go to Reports > Report Templates.

2. In the Report Templates page, select the template for which you want to assign permissions.

3. In the Report Template details page, choose the Permissions tab.

4. To add users or groups to the Users / Groups list, do the following:

a. Click Add Users / Groups.

b. Select the users and groups to which you want to assign permissions.

If you want to filter the list, type a partial string in the Search field. CentraSite applies the filter to the Users/Groups column.

Examples

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

c. Click OK.

5. To remove a user or group from the Users / Groups list, select the check box beside the group name or user ID, and click Delete.

6. Use the View, Modify and Full check boxes to assign specific permissions to each user and/or group in the Users / Groups list as follows:

Permission

Allows the selected user or group to...

View

View the report template and generate reports using the template.

Note:

Disabling this permission will not prevent a user from accessing the report template. CentraSite implicitly grants users view permission on all report templates. The implicit permission granted by CentraSite is not revoked by disabling the View permission on this tab.

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.

7. Click Save to save the new permission settings.

Note:

If you have given users Modify or Full permissions on the Report Template, and you want them to be able to work with the templates in CentraSite Control, be sure the users belong to a role that has the Use the Reports UI permission.

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