Core User Roles, Privileges, and Feature Access

Core User Roles

You specify user access to the application by assigning a role to each user. A user can be assigned to one of four security levels, Administrator, Manager, Analyst and Read Only. A user’s security level is set up in his or her user profile by the customer Administrator using the User Manager in the XBRi cloud application.

 

Table 1 - Core User Roles

Role

Description

 

Read Only

 

This is a user role that will only have read only access to reports and documents, excluding Personal data, such as Customer Name, that identifies a specific individual. This data will be masked, unless the Administrator grants the user Personal data access. Read only users cannot create their own reports or customize existing reports. Read only users cannot create subscriptions. Read only users can only modify their own user preferences and have no access to modifying object or data security.

Analyst

This is a user role that will have read only access to Shared Reports folders (based on object level security) and full access to the reports in their My Reports folders, excluding Personal data, such as Customer Name,  that identifies a specific individual. This data will be masked, unless the Administrator grants the user personal data access. Analysts can create subscriptions only for distribution to themselves. Analysts can only modify their own user preferences and have no access to modifying object or data security.

Manager

This is an administrator role that has the same permissions and functionality as Admins, except for the access to user creation/management and assignment of data security filters, and access to Personal data, such as Customer Name, that identifies a specific individual. This data will be masked, unless the Administrator grants the user personal data access.

Administrator

This is an administrator role that will have full access to all objects in the customer owned folders, including Personal data, such as Customer Name, which identifies a specific individual. Admins will have write access to Shared Reports as well as full access to all users’ My Reports folders in order to publish a report created by an analyst for all users. Admin users can create and manage other shared, reusable objects such as filters, prompts, and x-links. Admins can create and manage subscriptions for multiple recipients, including Master File Distribution. Admins can create new users, delete or deactivate users, or modify existing users’ permissions. Admins can set object security and data security filters for other users. Any data security filters that are created for an admin user by XBRADMIN cannot be modified. Only Admin users can modify system preferences. Only Admin users have access to the Data Editor.

User Roles, Privileges, and Feature Access

The following table shows privileges and features  assigned to users in XBRi by user role.

Table 2 - User Roles, Privileges, and Feature Access

Privileges

Administrator

Manager

Analyst

Read Only

XBRi Privileges on Reports , Documents, and Dashboards

 

 

 

 

Run Reports, Documents, and Dashboards

X

X

X

X

Edit Reports, Documents, and Dashboards

X

X

X

 

Create Reports, Documents, and Dashboards

X

X

 

 

XBRi Feature Access

 

 

 

 

Smart Links

X

X

X

X

Watch List

X

X

X

X

Linking Reports

X

X

X

 

Alerts

X

X

X

X

Controls/Exceptions

X

X

X

X

Video Linking

X

X

X

X

Case Management

X

X

X

X

Subscriptions

X

X

X

 

Full Description Data View

X

X (if given by admin)

X  (if given by admin)

X  (if given by admin)

XBRi Administration

 

 

 

 

User Management

X

 

 

 

Lookup Management

X

 

 

 

Smart Link Management

X

 

 

 

Data Editor

X

 

 

 

Controls / Exception Management – Targets

X

X

 

 

Master File Distribution

X

X

 

 

Oracle XBRi Mobile

 

 

 

 

Access Mobile Application

X

X

X

X

Run Reports, Dashboards and Documents

X

X

X

X

Run Quick Lookups

X

X

X

X

Access and Generate Surveys

X

X

X

X

 

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