Access Control Permissions for UDRs
You can assign User-Defined permissions in the following permissions-related module:
- Access Control
- 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:
| 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.
| 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. |
Note: The user will not be able to clear the Create Permission Based permission and only select the Create All permission.
You can assign User-Defined permissions in the following permissions-related module, 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
- Go to the Company Workspace tab and switch to Admin mode.
- Click the Access Control node.
- Click to expand User Administration.
- Assign through Company Users, Partner Users, or Groups sub-nodes.
- Standards & Libraries
- Go to the Company Workspace tab and switch to Admin mode.
- Click the Access Control node.
- Click to expand Standards & Libraries.
- 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).
See Also
Setting up the User-Defined Reports
Creating and Setting up a UDR Template
Creating User-Defined Project, Shell, Program, and Company Reports
Last Published Thursday, December 14, 2023