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Siebel Analytics Web Administration Guide > Administering Siebel Intelligence Dashboards > Controlling Access to Saved Selection Options in Siebel Intelligence Dashboards > Administering Saved SelectionsThis section describes the privileges and permissions required to administer saved selections. It also describes the relevant portions of the Web Catalog related to storing and administering saved selections. Privileges for Saved SelectionsIn Siebel Analytics Web Administration, the following privileges in the Siebel Intelligence Dashboards area, together with permission settings for key dashboard elements, control whether users or groups can save or assign selections: You can set neither privilege, one privilege, or both privileges for a user or group, depending on the level of access desired. For example, a user who has neither privilege can view only the saved selection assigned as his or her default selection. Permissions for Saved SelectionsThis section describes the permissions required for dashboard pages to administer saved selections, and the relevant portions of the Web Catalog structure for setting permissions on shared and personal saved selections. Assigning Permissions to DashboardsPermissions for dashboards, such as Read or Change/Delete, are set at the Manage Dashboards screen, available by clicking the link Manage Intelligence Dashboards at the Siebel Analytics Web Administration screen. The pages on the dashboard inherit the permissions set for a user or group. Assigning Permissions for Saved Selections on a Dashboard PagePermissions for assigning saved selections on a particular dashboard page are set at the Dashboard Properties screen, available by clicking the Dashboard Properties button in the Dashboard Editor. When selection security is enabled at the Dashboard Properties screen by clicking the Enabled link, two buttons appear in the Selection Security column:
Clicking each button navigates to the appropriate location in the Web Catalog for that object. Web Catalog objects and permissions scenarios are described in more detail in the sections that follow. Web Catalog Folder Structure for Saved SelectionsIn addition to the privileges set in Siebel Analytics Web Administration, the level of control that users and groups have over saved selections depends on their access rights to key elements. For example, users and groups that can create and edit underlying dashboards, save dashboard view preferences as selections, and assign selections to other users as default selections require Full Control permission to the key elements in shared storage, while users and groups that can view only their assigned default saved selections need only Read access to the key elements in shared storage. Key elements in the Web Catalog include the following folders:
NOTE: If a dashboard page with saved selections is removed from the system, the saved selections are also removed from the Web Catalog. If the underlying dashboard structure changes such that a saved selection is no longer valid when a user accesses it, the default content appears on the dashboard and a message alerts the user. |
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Siebel Analytics Web Administration Guide |