Defining Report Security

Report security enables you to assign reports to a selected type group, which in turn, is assigned to a role. The role has access to all report in the groups at execution time.

To define report security, you assign reports of a selected type to a group (see Adding Report Groups). Next, you assign the report group to a role. The role has access to all reports in the groups at execution time.

To add report level security:

1. On the Setup tab, under Configure, select Security Settings.
2. In Role, select the role to which to assign the report security.

   Available roles:

   • Create Integration—Creates Data Management metadata and data load rules

   • Run Integration—Runs Data Management and fills out runtime parameters. Can view transaction logs.

3. Select the Report tab.
4. In Report Group, in the Select field, select the report group to which to assign report security.

   

5. Click Save.

   When a user selects the Reports Execution, the list of available reports in the Report Groups drop down is based on reports selected in role security.