Visibility

Working with the Visibility Options

Users that have the Make Views/Reports Visible to Others permission can modify Visibility settings

To specify visibility settings:

1. For a Home Page, Report, or View, click the wrench icon and then create a new item edit the current one.
2. For a Folder, click [Folder Properties]
3. Select one of the options from the dropdown to specify who has access:

   

4. Click [Save]

Additional Options for Folders

1. Select an Access Rights option:

   View Only

   Can only view

   Cannot modify properties or permissions

   View and Add

   Can add and view

   Cannot modify this properties or permissions

   Administrator

   Can add and view

   Can modify properties and permissions

2. Optionally, click [Add] to specify additional settings.

Considerations

• Visibility Controls are specified individually for each folder. They are not inherited from parent folders.

Folder Options Example

This table shows an example where:

• Everyone except the Interns team can View the data in the Object
• Selected Users have View and Add rights
• Selected Roles have Administrator rights.

(Additional rights are created by adding a new row to the section.)

	Access Rights / Level of Access
Share With	View Only	View and Add	Administrator
Everyone	Y	N	N
User: Sally		Y	N
User: Linus		N	N
Team: Interns	N	N	N
Team: Accounts Payable		Y	N
Team: Disbursement		N	Y
Role: Supervisor		N	Y