Setting Up User Visibility to Shared Report Folders
By default, all user roles have visibility to each shared folder. You can override the default by manually linking specific roles to individual folders. However, if you manually link a user role to a folder, Oracle CRM On Demand revokes visibility for all other user roles (except the Administrator role) to that folder. You must continue to manually link each role that should have visibility.
If you link a role to a folder with subfolders, then the role is also linked to all its subfolders. To change this, navigate to the subfolder and make any needed changes.
The Administrator role has visibility to all folders at all times. Consequently, the Administrator role cannot be manually linked to or removed from a folder. Any custom role created by copying the Administrator role inherits this same visibility to all folders at all times, regardless of whether or not the role is manually linked to or unlinked from folders.
Before you begin. To perform this procedure, your role must include the Manage Content privilege.
To set up user visibility to a shared report folder
Sharing Private Reports
Visibility to the user's My Analyses private reports folder is restricted to the Oracle CRM On Demand session user only. The My Analyses folder contains reports created by the user and then stored as private. Users who have the Manage Custom Reports privilege can share Private reports with others by saving them in the Company Wide Shared Folder.
To share a private report
About Sharing and Hiding Prebuilt Reports
Prebuilt reports are shared to all company users.
The Access Analytics Reports - View Prebuilt Analyses privilege controls whether or not shared prebuilt analyses are exposed to users for specific roles. If Access Analytics Reports - View Prebuilt Analyses is enabled for a user role, all shared prebuilt analyses appear on their Reports tab. If the privilege is not enabled for the user role, then all prebuilt analyses are hidden.
To hide specific shared prebuilt reports and display others, deselect the Access Analytics Reports - View Prebuilt Analyses privilege. This hides all shared prebuilt reports. Then to share specific prebuilt reports, go to Oracle CRM On Demand Answers, open the report that you want to share, and save it in a shared folder within Company Wide Shared Folder. Configure the shared folder visibility as needed.
NOTE: The Access Analytics Reports - View Prebuilt Analyses privilege determines whether or not you have access to prebuilt reports. If you do not have this privilege enabled, regardless of where you access the reports from, such as the Reports tab, Homepage, dashboard, Web applet, or Web tab, the reports are not displayed, and you might get an error message.
|Published 5/4/2012||Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.|