Changing the User Access Properties of a Data Provider - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

The User Access tab of the Properties dialog box is where you can change which users and User Groups have access to the data provider and what level of access they have.

To access the properties of a data provider in the Administration area:

  1. Select Data Providers in the left pane under Configuration Items. The data providers configured are listed in the right pane.
  2. Select a data provider to change in the right pane and click Properties in the Data Provider ribbon group or right-click it and select Properties from the right-click menu.

    The Properties dialog box is displayed.

  3. Select the User Access tab.
  4. To add a user or User Group, click Add. The Select Users dialog box is displayed. Only users and User 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.

  5. To grant access to the dashboard or report to a user or User Group, move the cursor over that user or User Group's row and select the check box that is displayed.

    To remove a user or User Group's access, deselect the check box beside their name.

    Note:

    Access cannot be changed for the owner.

  6. Click OK to save your user selections.
    CAUTION:

    When any dashboard or report is accessed by a user, data for all configured items (such as Document Types or Workflow queues) is returned, even if the user accessing the dashboard or report does not have access to those items in OnBase.

  7. To remove users or User Groups, select the users or User Groups to remove in the list and click Remove, or right-click the user's name and select Remove. You are not prompted to confirm this action.
    Note:

    Access for the user account that created the data provider cannot be removed or changed. The data provider creator always has full access to the data provider.

  8. To change a user or User Group's access level, right-click the user's name in the list and select Full Control. A check mark will appear next to Full Control to indicate that user or User Group has Full Control privileges. If the check mark is not present, the user or User Group only has Execute Only privileges. Full Control allows the user to configure the settings for the data provider, including user access. Execute Only allows the user to use, but not configure, the data provider.
    Note:

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

  9. Click OK to save your changes and close the Properties dialog box.