Group As Role

From the OPERA R&A Groups portlet, individual groups created under IDCS will be listed and available to be defined as a Role in your reporting module. Enabling a group as a role allows you to configure access to specific folders and catalog objects based upon the Role.

• From the OPERA R&A navigation menu, click Groups.

• From the list or search bar, locate the Group to edit.

• Click Edit on the Group.

• To enable, select the Update Group as Role option and click Save.

  • Once enabled and saved, role configuration will be pushed overnight and update the reporting module.

• To disable, unselect the Update Group as Role option and click Save.

  • Once disabled and saved, role configuration will be removed overnight and update the reporting module. Any restrictions on reports for groups will be removed at this point.

Configure Role on Folder or Catalog Object

1. From the OPERA R&A navigation menu, click Reports and Dashboards.

2. From the BI Application locate and select the folder or catalog object to configure access.

3. Select More > Permissions.

4. Under Permissions, click the Add button.

5. Under the Available Members section, enter the name of the Role and click Search.

6. Select the Role and add to the Selected Members list using the move buttons.

7. Change the Set Permission value to match your desired outcome. Enable the Apply permissions options accordingly and click OK.

Note:

Removal of the BI Content Consumer, BI Content Author or BI Administrator will render the folder or catalog object inaccessible. Do not remove these.

Once configured, any user that has that role will have the configuration applied.