1. Administering Narrative Reporting
  2. Granting Access
  3. Granting Access to Report Packages

Granting Access to Report Packages

Report package owners are automatically granted the Administer permission for the report package that they create. If you assign the Administer permission to other users on a report package, then they are also displayed as report package owners.

Caution:

As a best practice, Report Package Owners and Viewers should be assigned in the Report Package rather than the Library.

The report package owner can assign access to the report package, using one of the following methods:

  • When creating the report package, select and assign users, as described in Create Report Packages.

  • Through the Library, using the Inspect dialog box, as described in this document.

Available Permissions

Only Administer and View (report package viewer) permissions can be assigned through the Library. Report package authors, approvers, and reviewers must be assigned from the report package itself. See Create Report Packages for additional information.

The following permissions are available for the Report Package:

  • Administer—Enables the user or group to edit, delete, and import or export the artifact to which the permission has been applied for that user or group. The Administrator user in the Report Package is displayed in the Library and the Access tab with direct Administer permission. If you assign other users the Administer permission on a report package, then they are also displayed as report package owners.

  • View—Enables the user or group to see the report package. The View user in the Report Package is displayed in the Library, and from Inspect on the Access tabs of the report package as having direct View permissions.

To grant access to report packages:

  1. From the Home page, select an option to access the report package:

    • Report Packages on the Home Page

    • Library, and then Report Packages

    • Library, and then Folder

    Caution:

    As a best practice, Report Package Owners and Viewers should be assigned in the Report Package rather than the Library.

  2. Highlight the report package to which you want to assign access.
  3. Under Actions, select Inspect.

    From the Action menu, select Inspect for the artifact to which you want to assign access.
  4. Select the Access tab .

    Select the Access tab.
  5. 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.
  6. From Access Access icon, assign direct or inherited permission to the report package:
    1. Optional: To assign direct permission for each user or group, click the check box under the appropriate columns, or by selecting Grant Permission from User or Group Actions Actions icon:

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

      • Select View to enable the user or group to see all or part of the report package. The user cannot modify the report package.

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

      Note:

      To remove the original administrator, you must assign the administrator permission to another user, who can then remove the original Administrator.

    2. Optional: To apply inherited permissions, select Inherit permissions from parent folder to apply the parent-level permissions to artifacts.

      Inheritance is turned off by default for report packages so users are granted appropriate access to the report package during the development of the report.

      The inherited permissions provide the following access:

    • If View is inherited, users can view the Report Package in its current state, including Not Started. In addition, these users are displayed in the Report Package as Report Package Viewers.

    • If Administer is inherited, users can view, manage, and edit the Report Package in its current state, including Not Started. In addition, these users are displayed in the Report Package as Report Package Owners.

    The icon Inheritance icon indicates inherited permission. When you hover over the inherited permission, the complete path to the original artifact is displayed.

  7. Click Close.