Access Control Permissions for UDRs

You can assign User-Defined permissions in the permissions-related Access Control module:

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, click User Administration > Access Control.
In the right pane, click User Mode Access > Projects/Shells > Reports.

Project/Shell, Program, and Company Level

Use the Create Permission Based permission to define whether the User-Defined Report (UDR) being created will have data sources that are permission-aware. The permission-aware data sources are defined as data sources that only return data that the user has permissions to see by way of the user-interface (UI). This is based on records returned. That is, the user will be able to see the data that is in hidden blocks or hidden tabs. The following data sources are available to create permission-aware UDRs:

Business Process (BP)
Document Manager

By default, Create Permission Based will be selected when user selects the Create permission for the user-defined reports.

Permission Level	Description
The following permissions are selected: Create All Create Permission Based	The user will be able to create report for all data sources as well as permission-aware BP data sources.
The following permissions are selected with Full Access attribute. Create All Create Permission Based	The user will be able to create report for all data sources as well as permission-aware BP data sources.
The Create Permission Based permission is selected.	The user will only be able to create report for permission-aware BP data sources.
The Full Access attribute is selected.	The user will be able to create report for all data sources as well as permission-aware BP data sources.
The Access All Projects attribute is selected.	The user will be able to create report in all projects. User can create company-level UDRs even for projects that they do not have access to.

Notes:

The user will not be able to clear the Create Permission Based permission and only select the Create All permission.
For user types, such as Collaborator User, that are limited to viewing specific parts of the system, assigning any permission level does not enable access to UDRs.

You can assign User-Defined permissions in the following permissions-related modules, and the Create Permission Based permission is available in these modules:

Note: Templates (for both Company-level and Project/Shell-level UDRs) will only be able to create system data sources templates.

User Administration
1. Go to the Company Workspace tab and switch to Admin mode.
2. Click the Access Control node.
3. Click to expand User Administration.
4. Assign through Company Users, Partner Users, or Groups sub-nodes.
Standards & Libraries
1. Go to the Company Workspace tab and switch to Admin mode.
2. Click the Access Control node.
3. Click to expand Standards & Libraries.
4. Assign through Permission Templates sub-node.

Access Control Changes after Upgrade (Migration)

In both Project/Shell Access Control and Company-level Access control:

If the previous Create permission was selected, then after upgrade (migration) both check boxes (Create All and Create Permission Based) will be selected.
If the Full Access permission is selected (all three check boxes) after upgrade (migration), then the Full Access, Create All, and Create Permission Based will be selected, after upgrade (migration).

Project/Shell, Program, and Company Level

Access Control Changes after Upgrade (Migration)

See Also