Changing User Assignments for a Category - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

The Sharing tab of the category Properties window is where you can change the users who have access to the category and their level of access.

If the category is currently being shared with users who do not have access to all of the dashboards or reports assigned to the category, a yellow warning banner is displayed along the top of the Sharing tab.

Click View a list of those users to display a list of the users and user groups that do not have access to certain data providers. From this list, you can grant access to these users and user groups by clicking the check box near their name. Click OK to close the list. To add users and User Groups to dashboards, see Adding Users or User Groups to the Dashboard. To add users and User Groups to reports see Adding Users or User Groups to the Report.

To give access to the category to all users and User Groups with access to at least one of the dashboards or reports assigned to the category, click the Add all assigned to items button at the bottom of the Sharing tab.

Note:

Users and User Groups are not assigned to dashboards or reports using this button, they are only assigned to the category. To add users and User Groups to dashboards, see Adding Users or User Groups to the Dashboard. To add users and User Groups to reports, see Adding Users or User Groups to the Report.

To add or remove users and User Group assignments for the category and change their level of access:

  1. To grant access to a new user, click Add. The Select Users window is displayed. Only users and users groups with access to Reporting Dashboards are listed.
    Tip:

    To show only users, select Specific User from the drop-down list, and to show only user groups, select User Group from the drop-down list. To find a specific user or user group, type the first few letters of the name or the full name in the Find... field and the list is filtered accordingly. To show only previously selected users, select Only Show Selected Items at the bottom of the main pane.

  2. To select a user, move the cursor over that user's row and select the check box that is displayed.

    To remove a user's access, deselect the check box beside the user's name.

    Note:

    The owner is the user who created the category. Access cannot be changed for the owner.

  3. Click OK at the Select Users dialog box to save your selections.
  4. To change a user's access level, right-click the user's name in the Shared with pane and select Full Control:
    • If the user currently has Execute Only access, they are granted Full Control.

    • If the user currently has Full Control, their access level is reduced to Execute Only.

    Full Control allows the user to configure the settings for the category, including user access. Execute Only allows the user to use, but not configure, the category.

    Note:

    The owner is the user who created the category. Access cannot be changed for the owner.

  5. To remove a user, select the user's name in the Shared with pane and click Remove. You are not prompted to confirm this action.
    Note:

    The owner is the user who created the category. The owner cannot be removed.

  6. Click OK to save your changes and close the properties dialog box.