Permissions

Permissions are set at application level or report level or both in CDM. Application permissions determine what you can and cannot do when managing the application as a whole. Report permissions determine what you can and cannot do with specified reports.

Initially, users and user groups do not have any permissions set. They must be explicitly granted. When you grant application permissions and report permissions to a user group, the users inherit the group permissions. You can then override the group permissions for an individual user.

By default, only the administrator can set permissions. However, if you want some users or user groups to be able to perform certain tasks, you can grant permissions to those users or user groups.

For example, to enable other users to create and manage reports, grant them the following permissions:

• In Report Permissions, the permission to view reports.
• In Application Permissions, the permission to manage reports.

Grant Permissions to a User or User Group

1. Click the Home tab, then in the Navigation Pane, click Administration.
2. To change application permissions for a user, complete the following steps:
   1. Under Security, double-click Application Permissions.
   2. In the work area, select the user or user group whose permissions you want to change.
   3. Change the permissions.
3. To change report permissions for a user, complete the following steps:
   1. Under Security, double-click Report Permissions.
   2. In the work area, select the report group or report to change.
   3. Select the user or user group whose permissions you want to change.
   4. Change the permissions.
4. Click Home > Save.

Note: Permissions assigned to an individual user override any permissions assigned to the user through the groups that the user is assigned to.

Remove a User's Access to a Report

You can prevent a user from being able to access a report in CDM. For example, you might want to do so if the user transfers to a different department and different responsibilities.

You can also remove a user's access to CDM temporarily.

1. Click the Home tab, then in the Navigation Pane, click Administration.
2. Under Security, double-click Report Permissions.
3. In the work area, select the report.
4. Select the user.
5. Select the Deny checkbox for the permissions in the following areas:
   • Report Generation
   • Report Object Management
   • View
6. Click Home > Save.

See the following articles for more:

• Application Permissions
• Report Permissions
• Report Permissions for the Web Client
• Permissions for Managing Variable Security