BI Connector Role Permissions and Data Access Privileges

Role Permissions

You must be an account administrator or have the relevant role permissions to publish resources.

To access published resource data from, or connect your BI tools to your OpenAir OData feed, you must enter your OpenAir sign-in details. You cannot access the OData service if you sign in to OpenAir using SAML single sign-on.

To access published report data using OpenAir REST API, you need to authorize the client application to access OpenAir on your behalf. The authorization process requires you to sign in using either your OpenAir sign-in details or SAML single sign-on. For more information, see Authorizing Applications to Access OpenAir on Your Behalf.

You can only access the lists and reports you published, the published reports others shared with you, and the lists published by others as public resources.

Account administrators control who can publish lists and reports with the following role permissions:

  • Publish reports

  • Enable publishing of shared reports to BI Connector with recipient's permission

  • Enable publishing of shared reports to BI Connector with owner's permissions

  • Publish List View via BI Connector

The Publish reports role permission lets you:

  • Publish the reports you own (reports listed in Reports > Saved reports > My reports).

  • Publish the reports others have shared with you and published.

  • Access published reports data (published reports you own and published reports others have shared with you).

The Enable publishing of shared reports to BI Connector with recipient's permission and Enable publishing of shared reports to BI Connector with owner's permissions role permission let you publish the reports you have shared with others in the Reports application, share the published reports with them and:

  • Restrict the data they can see when accessing the published report according to their data access privileges in OpenAir (Share with recipient’s permission).

  • Allow them to see the same data you can see even if they do not have access to that data in OpenAir (Share with owner’s permission).

The Publish List View via BI Connector role permission lets you publish lists with the following options:

  • Publish as private — Only you can access the published list.

  • Publish as public — All employees in your OpenAir account with the relevant data access privileges can access the published list.

Data Access Privileges

The information you can see when accessing published resource data or importing it into your BI tools is the same information you can see if you access the resource in OpenAir. The BI Connector feature respects your active filter set in OpenAir. Filter sets define what data you have permission to view in OpenAir and they are assigned by your account administrators.

A report owner may share a published report with you and give you permission to see the same data they see for that particular report. For more information, see Data Access Privilege Schemes for Published Reports.

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