Granting Access to Folders and Third-party Documents

Third-party documents or external content include artifacts that were generated outside of Narrative Reporting, such as MS Office documents, images, and PDFs. These artifacts are stored in created folders.

You assign access to folders and third-party content from the Inspect dialog box from the Library.

By default, inheritance is turned on for folders and third-party content. You can remove a user or group from inheritance, and assign direct permission to the artifact.

See the following video also video icon Granting Access to Library Artifacts.

Available Permissions

The following permissions are available for the folders and third-party content:

  • Administer – Enable the user or group to read, edit and delete artifacts.

  • Write – For folders only, enable the user to import third-party content or other artifacts as a new file into the parent container or folder.

  • View — Enables the user or group to see all authorized folder artifacts within the application. The View permission may be applied directly to the artifact or inherited from a parent folder hierarchy.

  • Remove – Allows the user to delete a selected user or group from the list. Highlight the name, and then click X to remove the name and any associated permissions.

To grant access to folders and third-party content:

  1. From the Home page, select Library.
  2. In the Library, select the folder or artifact for which you want to assign access.
  3. Under Actions, select Inspect, and then Access.

    Select the artifact to which you want to assign access, then select Action, then Inspect and then the Access tab.

    Users or groups who are inheriting permissions from the parent folder are indicated by the inheritance icon Inheritance icon.

  4. Click Add User/Group buttonand select the users to which you want to assign access, as follows:
    1. Select the user type:

      • Users

      • Groups

      • Users and Groups

    2. On the Select User dialog box, enter the first few letters for the user name in the text box, and then click Search Search icon to populate the list of names. To display all users and groups, enter an asterisk "*" as a wildcard in the Search field.
    3. Select the users and groups to which you want to assign access, and then click OK.
  5. From Access Access icon, assign direct or inherited permission to the report package using one of the following methods:
    1. Optional: To assign direct permissions for each user or group, click the check box under the appropriate columns, or select Grant Permission from User or Group Actions Action icon.

      • Select Administer to enable the user or group to read, write and delete, and import or export artifacts.

      • Select Write for folders only to enable the user to import third-party content or other artifact as a new file into the parent container or folder.

      • Select View to enable the user or group to see all authorized folder artifacts within the application. The View permission may be applied directly to the artifact, or inherited from a parent folder hierarchy.

      • Select Remove to delete a user or group from the list. Highlight the name, and then click X to remove the name and any associated permissions immediately.

    2. Optional: To inherit the same permissions that have been assigned to a parent artifact, click Inherit permissions from parent folder. Inherited permission is indicated by the icon Inheritance icon. When you hover over the inherited permission, the complete path to the original artifact is displayed
  6. Click Close.