Changing Access Levels and Extra Permissions - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

The list of users and user groups that currently have access to the dashboard or report is displayed in the Choose people to share this dashboard with dialog box or the Choose people to share this report with dialog box.

To change the access levels and extra permissions of users and User Groups:

  1. To change a user or User Group's access level, right-click the user or User Group's name and select one of the Access Level options.

    Access Level

    Description

    Read Only

    The user or User Group can view the dashboard or report but cannot change or delete it

    Modify

    The user or User Group can view and modify the dashboard or report but cannot delete it.

    Full Control

    The user or User Group can view, modify, and delete the dashboard or report.

    Note:

    The owner is the user who created the dashboard or report. Access cannot be changed for the owner.

  2. To change a user's extra permissions, right-click the user's name and select one of the Extra Permissions options.
    Note:

    If the user has Full Control access, all extra permissions are included by default and cannot be removed.

    Extra Permissions

    Description

    Re-Share Dashboard

    Re-Share Report

    The user can share the dashboard or report with other users.

    Export Dashboard Data

    Export Report Data

    The user can export the data that was used to create the dashboard or report.

    Add/Remove Data Providers

    The user can change the data providers used to retrieve data for the dashboard or report. This permission is only available to change if the user has Modify access.

  3. Click Share to save your changes and close the dialog box.