Report Permissions for the Web Client
Permissions are set at the report level for CDM web client users.
Users can be granted roles with the project Owner or Member permissions.
If an existing CDM permission exists for a user, the web client will acknowledge it and allow that user to use that permission. If it is a net new web client feature, access is only given using the role permissions.
For example, for permissions in the web client to rename a report:
- Works with existing permissions (View Report and Modify Report Properties).
- Works with Owner and Modify Report Properties.
- Works with Owner.
- Doesn't work in any other situation.
In the CDM desktop client, the Owner and Member roles are able to load a report. All other operations are linked to existing permissions.
Task |
Project Owner |
Project Member |
Existing Desktop Client Permission? |
|---|---|---|---|
Move Folder |
Yes |
No |
Yes - Application Permissions > Manage Reports |
Move Project |
Yes |
No |
Yes - Application Permissions > Manage Reports |
Rename Project |
Yes |
No |
Yes - Application Permissions > Manage Reports |
Rename Folder |
Yes |
No |
Yes - Application Permissions > Manage Reports |
Change Project Picture |
Yes |
No |
No |
Change Project Description |
Yes |
No |
Yes - Report Permissions > Modify Report Properties |
View Project Details Page and all tiles |
Yes |
Yes |
No |
View Project Detail Tiles' Details Pages |
Yes |
Yes |
No |
Create/Edit/Manage a Project Plan |
Yes |
No |
No |
Create/Edit/Manage Project Plan Tasks |
Yes |
No |
No |
Change Project Plan Task Status (Not Started/WIP/Complete) |
Yes |
Yes |
No |
Open HD HTML |
Yes |
No |
No |