Configuring Sharing Access


The Report Designer > Access tab allows users to

  • view and change report owner
  • view list of current shares
  • add and remove shares



View List of Current Shares

  1. Open an existing report if not already open.
  2. Click Access in the left menu.
  3. Report’s current shares will be listed, showing the people being shared with and the access rights.




Remove Shares

  1. To remove a share, click the remove icon (x) at the end of that row.
  2. To remove multiple shares at the same time, tick the check-box in front of each row, then click the Remove Selected icon (that looks like a waste basket).


You can also edit the existing shares, then click Save at the top to save your configurations.



Add a Share


  1. Click the Add Sharing button above the list to add a new row in the list:
  2. Select the type of people to share with: Everyone, Role or User.
  3. Select the specific Role or User (not applied for Everyone option).
  • For Role, select Role from the drop-down list and click the '+' icon to open All Roles popup.


  1. Type partial name into the search box and click the search icon.
  2. Only matching roles will be displayed.
  3. Select one or more roles then click OK to close the pop-up.
  4. Select an Access Right (See details in List of Access Rights table below).
  5. Click Save button at the top to save the list.



  • For User, select User from the drop-down list and click the '+' icon to open All Users popup.

  1. Select either User Name, Email Address or Role to search for. Select All to search for all fields.
  2. Type a partial name into the search box and click the search icon.
  3. Only matching users will be displayed.
  4. Select one or more users then click OK to close the pop-up.
  5. Select an Access Right (See details in List of Access Rights table below).
  6. Click Save button at the top to save the list.




List of “Share With” Options 

Share With Value 

Specific User

Specific Role

Everyone

Interaction

All roles of user

This Role

All roles/users


List of Access Rights 

Interact with
shared report
 

Full Access

Quick Edit

Save As

Locked

View Only

No Access

View the report with filter interaction

View the report with NO filter interaction

Modify the report in Quick Edit mode

Modify the report in Report Designer

Save changes in the report

Save As changes in the report



The Effect of Access Rights on Category Availability 

Access Right 

Full Access

Quick Edit

Save As

Locked

View Only

No Access

Visible Category

Categories allowed for saving reports


Access Rights Precedence (Higher Access Right covers lower ones) 

Access Right 

Full Access

Save As

Quick Edit

Locked

View Only

No Access





View and Change Report Owner


The Report Owner is displayed next to the report name.


To change Report Owner:


  • Click the plus icon to open All Users pop-up.
  • Select either User Name, Email Address or Role to search for. Select All to search for all fields.
  • Type a partial name into the search box and click the search icon.
  • Only matching users will be displayed.
  • Select the user then click OK to close the pop-up.
  • Click Save button at the top to save the report together with the owner.