Adding Users or User Groups to the Report - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

To add a user or User Group to the report:

  1. Click Add from the Sharing tab. The Select Users dialog box 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.

  2. 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.

  3. 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.

  4. To remove users or User Groups, select the users or User Groups to remove in the Share With list and click Remove. You are not prompted to confirm this action.
    Note:

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

  5. If you have completed all the changes to the report properties that you intend to make, click Save. The changes are saved and the Properties dialog box is closed.
    If you intend to make changes to other properties, click the corresponding tab and make those changes first before clicking Save.