6 Managing Users

Learn about managing Data Reporter users.

• Understanding Data Reporter Users
  Learn about Data Reporter users.
• Creating a Data Reporter Administrator
  Learn about creating a Data Reporter administrator.
• Creating Application-level Users
  Learn about creating Data Reporter Editors and Viewers.
• Editing Data Reporter Users
  Edit Data Reporter users on the Edit User page.

6.1 Understanding Data Reporter Users

Learn about Data Reporter users.

About Managing Users

You can Data Reporter users as follows:

• Data Reporter, Manage User page - Users with Administrator privileges can manage Data Reporter users within Data Reporter on the Manage User page.

• Workspace Administration or Administration Services Application - Workspace and Instance administrators can also create and edit users in Workspace Administration or the Administration Services application.

About Data Reporter User Roles

Users created in Data Reporter have three distinct roles:

• Administrator - Data Reporter administrator is a Developer account that can manage dataset objects, manage Data Reporter user accounts, create and modify Data Reporter reporting applications, and monitor activity.
• Editor - An Editor is an End User account that can create and modify reports and monitor activity in reporting applications to which they have access.
• Viewer - A Viewer is an End User account that has no development privileges and can only view the application reports to which they have access.

By default, Data Reporter administrators only have access to the Data Reporter module not to the entire Oracle APEX development environment. However, a Workspace and Instance administrator can edit user account privileges to give access to other components.

To learn more, see Managing Users in a Workspace and Managing Users Across an Oracle APEX Instance in Oracle APEX Administration Guide

About Accessing Data Reporter

Users's access Data Reporter differently depending upon their role (Administrator, Editor, or Viewer).

See About Accessing Data Reporter.

6.2 Creating a Data Reporter Administrator

Learn about creating a Data Reporter administrator.

A Data Reporter administrator is a developer who manages dataset objects, manages Data Reporter user accounts, creates and modifies Data Reporter reporting applications, and monitors activity.

To create a Data Reporter administrator:

1. From the Data Reporter Home page, select Manage Users.

   The Manage Users page appears.

2. Click Create.
3. On Create User:
   1. User - Select - Create New .

      Tip:

      To make a copy of an existing user, select the username and then select Create User.
   2. Role - Defaults to Administrator.
   3. Username - Enter the username used to sign in to the system. Restrictions include:

      • Maximum length of 100 characters

      • No spaces

      • Only these special characters are permitted: ampersand (&) and period (.)

      The username may also be used to reference user activity using the monitor applications. The bind variable :app_user returns the value of the current user when building applications.

   4. Email Address - Enter the valid email address for this user. This email address is used for general correspondence, notifications about resetting passwords, and so on.
4. Password:
   1. Password - Enter a case-sensitive password.
   2. Confirm Password - Enter the password again.
   3. Require Change of Password On First Use - If enabled, the user must change the password immediately after logging in the first time. If disabled, the user may use the same password until it expires.
5. Click Create User.

6.3 Creating Application-level Users

Learn about creating Data Reporter Editors and Viewers.

An administrator creates a Data Reporter Editor or Viewer within the context of a Data Reporter application.

• Creating an Editor
  Create Data Reporter Editors at the application-level.
• Creating a Viewer
  Create a Data Reporter Viewer at the application-level.

6.3.1 Creating an Editor

Create Data Reporter Editors at the application-level.

An Editor is a developer who can create and modify reports and monitor activity in applications to which they have access.

To create a Data Reporter Editor:

1. From the Data Reporter Home page, select the reporting application.

   The Data Reporter Application home page appears.

2. Select Manage Users.
3. Click Create.
4. On Create User:
   1. User - Select - Create New.

      Tip:

      To make a copy of an existing user, select the username and then select Create User.
   2. Role - Select Editor.
   3. Username - Enter the username used to sign in to the system. Restrictions include:

      • Maximum length of 100 characters

      • No spaces

      • Only these special characters are permitted: ampersand (&) and period (.)

      The username may also be used to reference user activity using the monitor applications. The bind variable :app_user returns the value of the current user when building applications.

   4. Email Address - Enter the valid email address for this user. This email address is used for general correspondence, notifications about resetting passwords, and so on.
5. Password:
   1. Password - Enter a case-sensitive password.
   2. Confirm Password - Enter the password again.
   3. Require Change of Password On First Use - If enabled, the user must change the password immediately after logging in the first time. If disabled, the user may use the same password until it expires.
6. Click Create User.

6.3.2 Creating a Viewer

Create a Data Reporter Viewer at the application-level.

A Viewer is an end user of the report. Viewers have no development privileges and can only access application reports to which they have access.

To create a Data Reporter Viewer:

1. From the Data Reporter Home page, select the reporting application.

   The Data Reporter Application home page appears.

2. Select Manage Users.
3. Click Create.
4. On Create User:
   1. User - Select - Create New.

      Tip:

      To make a copy of an existing user, select the username and then select Create User.
   2. Role - Select Viewer.
   3. Username - Enter the username used to sign in to the system. Restrictions include:

      • Maximum length of 100 characters

      • No spaces

      • Only these special characters are permitted: ampersand (&) and period (.)

      The username may also be used to reference user activity using the monitor applications. The bind variable :app_user returns the value of the current user when building applications.

5. Click Create User.

6.4 Editing Data Reporter Users

Edit Data Reporter users on the Edit User page.

Only an Data ReporterAdministrators can edit Data Reporter accounts.

Note:

Workspace and Instance administrators can also edit Data Reporter user accounts. To learn more, see Managing Users in a Workspace and Managing Users Across an Oracle APEX Instance in Oracle APEX Administration Guide.

To edit Data Reporter users

1. Navigate to the Edit User page. Navigation options include:
   • From the Data Reporter home page:
     • Select Manage Users.
     • Find a user to edit.
     • Either select the username or click the Edit icon in the Actions column.
   • From a reporting application:
     • On the Data Reporter home page, select a reporting application.
     • Select Manage Users.
     • Find a user to edit.
     • Either select the username or click the Edit icon in the Actions column.

     The Edit User page appear.

   Edit the user attributes.

2. Identification:
   1. Username - Enter the username used to sign in to the system. To view restrictions, see item Help.
   2. Email Address - Specify a valid email address for this user. This email address is used for general correspondence, notifications about resetting passwords, and so on.
   3. Account Availability - Options include:
      • Unlocked - Unlocked accounts can manage and view reporting applications.
      • Locked - Locked accounts cannot be accessed or used.
   4. User is administrator - If enabled, the user has administrative privileges within Data Reporter, allowing them to manage dataset objects, manage user accounts, create and modify reporting applications, and monitor activity, If disabled, the user has a designated role as either Editor or Viewer.
3. Reporting Applications - For Editors and Viewers, displays the reports to which the user access.

   Tip:

   For administrators, no application display. Administrators have full access to all reporting applications and can access them from the Data Reporter home page.

   If applications display, you can access them as follows:

   • Select the application name.
   • Select the Actions menu ():
     • Switch to Viewer/ Switch to Editor - Switches the user to another role.
     • Remove User - Removes the user from the current application.
4. Password:
   1. Password - Enter a case-sensitive password.
   2. Confirm Password - Enter the password again.
   3. Require Change of Password On First Use - If enabled, the user must change the password immediately after logging in the first time. If disabled, the user may use the same password until it expires.
5. Click Apply Changes.