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Difference between revisions of "Make Views/Reports Visible to Others"

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The Make Views/Reports Visible to Others permission right grants users in a [[Role]] the ability to make specified [[Views]] or [[Reports]] visible to other users.
This permission gives users the ability to make specified [[Views]] or [[Reports]] visible to other users.  


:;Considerations:
:;Considerations:
:*The ''Make Views/Reports Visible to Others'' permission right is enabled by default for all [[Roles]]
:*The ''{{PAGENAME}}'' permission is enabled by default in all new [[Access Profiles]]
:*If ''Make Views/Reports Visible to Others'' permission rights are enabled for a Role, then users with that role also have ''[[Create/Delete Views/Reports/Homepages]]'' permission rights enabled by default
:*If ''Make Views/Reports Visible to Others'' permission are enabled, then users also have ''{{PAGENAME}}'' permission enabled by default
:*If ''[[Manage Global Views/Reports]]'' permission rights are enabled for a Role, then ''Make Views/Reports Visible to Others'' permission rights are also enabled (as an override)
:*If ''[[Manage Global Views/Reports]]'' permission are enabled, then ''{{PAGENAME}}'' permission is also enabled (as an override)
:*''Make Views/Reports Visible to Others'' permission rights are set in [[Available Permission Rights|Administrative Permissions]]
:*The ''{{PAGENAME}}'' permission is set in [Administrative Permissions]]


:;How it Works:
:;How it Works:
:The following actions are available in Views, Reports, Folders and Home Pages elements when the ''Make Views/Reports Visible to Others'' permission right is enabled or disabled:
:The following actions are available in Views, Reports, Folders and Dashboards elements when the ''Make Views/Reports Visible to Others'' permission is enabled or disabled:


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*Cannot create new views
*Cannot create new views
:*If ''Create/Delete View/Report/HomePage'' permission rights are enabled, can create a new view, but Visibility is set to ''Visible to me only''
:*If ''Create/Delete View/Report/HomePage'' permission are enabled, can create a new view, but Visibility is set to ''Visible to me only''
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*Can [Run], [Edit]/[Save] or [Delete] existing reports created by the User
*Can [Run], [Edit]/[Save] or [Delete] existing reports created by the User
*Can [Run] or [Customize]/[Save As] reports created by the platform
*Can [Run] or [Customize]/[Save As] reports created by the platform
*Can [Run] or [Customize]/[Save As] reports created by other Users, if the User has [[Visibility Control and Sharing]] rights to the report folder
*Can [Run] or [Customize]/[Save As] reports created by other Users, if the User can set [[Folder Visibility]] permissions for the report folder
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*Can not create new reports
*Can not create new reports
:*If ''Create/Delete View/Report/HomePage'' permission rights are enabled, can create new report, and can [Save As] to ''My Report Folder'' or other folders created by the User
:*If ''{{PAGENAME}}'' permission is enabled, can create new report, and can [Save As] to ''My Report Folder'' or other folders created by the User
:*If ''Create/Delete View/Report/HomePage'' permission rights are enabled, can [Run], [Customize] an existing report and can [Save As] to ''My Report Folder'' or other folders created by the User
:*If ''{{PAGENAME}}'' permission is enabled, can [Run], [Customize] an existing report and can [Save As] to ''My Report Folder'' or other folders created by the User
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*Has full control over folders created by the user (Can create [New], [Edit], [Save], [Delete], set Visibility Control, Reorder Folders, etc.)
*Has full control over folders created by the user (Can create [New], [Edit], [Save], [Delete], set Visibility Control, Reorder Folders, etc.)
*Can create new folders and set [[Visibility Control and Sharing]] rights
*Can create new folders and set [[Folder Visibility ]] permissions for them
:*When creating a new folder, can move reports from ''Unfiled Reports'' folder to folder(s) created by the User
:*When creating a new folder, can move reports from ''Unfiled Reports'' folder to folder(s) created by the User
:*When creating a new folder, can move reports from ''Unfiled Reports'' folder to folder(s) created by other users, if the user has [[Visibility]] permission rights
:*When creating a new folder, can move reports from ''Unfiled Reports'' folder to folder(s) created by other users, if the user has [[Folder Visibility]] permissions
*Can [Reorder] existing folders created by the User
*Can [Reorder] existing folders created by the User
*Can [Run] and [Customize] reports in ''Unfiled Reports Folder'' or other ''System Reports'' and [Save As] to any folder created by the User and set [[Visibility Control and Sharing]] rights
*Can [Run] and [Customize] reports in ''Unfiled Reports Folder'' or other ''System Reports'' and [Save As] to any folder created by the User and set [[Folder Visibility]] permissions
*Can [Delete] existing folders created by the User (the deleted reports are moved to the ''Unfiled Report Folder'')
*Can [Delete] existing folders created by the User (the deleted reports are moved to the ''Unfiled Report Folder'')
*Can not [Customize] or [Delete] folder(s) created by other users
*Can not [Customize] or [Delete] folder(s) created by other users
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Home Page
Dashboard
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*Has full control over Pages created by the user (users can [Edit], [Add], [Add Widget], [Save], [Clone], [Delete], [Set as Default])
*Has full control over Pages created by the user (users can [Edit], [Add], [Add Widget], [Save], [Clone], [Delete], [Set as Default])
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*Can not create a new page
*Can not create a new page
*Can not clone, edit or delete pages
*Can not clone, edit or delete pages
:*If ''Create View/Report/HomePage'' permission rights are enabled, can add pages, but [[Visibility]] set to ''Visible only to me''
:*If ''{{PAGENAME}}'' permission is enabled, can add pages, but [[Visibility]] set to ''Visible only to me''
*Can Minimize/Maximize [[Widgets]]
*Can Minimize/Maximize [[Widgets]]
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:;About [Save] and [Save As]:
:;About [Save] and [Save As]:
:{{:About Save and Save As}}
:{{:About Save and Save As}}
<noinclude>


 
[[Category:Administrative Permissions]]
<noinclude>[[Category:Administrative Permissions]]</noinclude>
</noinclude>

Latest revision as of 23:12, 22 October 2013

This permission gives users the ability to make specified Views or Reports visible to other users.

Considerations
  • The Make Views/Reports Visible to Others permission is enabled by default in all new Access Profiles
  • If Make Views/Reports Visible to Others permission are enabled, then users also have Make Views/Reports Visible to Others permission enabled by default
  • If Manage Global Views/Reports permission are enabled, then Make Views/Reports Visible to Others permission is also enabled (as an override)
  • The Make Views/Reports Visible to Others permission is set in [Administrative Permissions]]
How it Works
The following actions are available in Views, Reports, Folders and Dashboards elements when the Make Views/Reports Visible to Others permission is enabled or disabled:
Make Views/Reports Visible to Others
Element Enabled Disabled

Views

  • Has full control over views created by the user (Can create [New], [Edit], [Save], [Save As], [Delete], set [Visibility], etc.)
  • Can create new views and set Visibility
  • Can [View], [Edit]/[Save] or [Delete] existing views created by the User and set Visibility
  • Can [View] or [Edit]/[Save As] views created by the Platform and set Visibility
  • Can [View] or [Edit]/[Save As] views created by other Users, if the User has Visibility rights to the view
  • Cannot create new views
  • If Create/Delete View/Report/HomePage permission are enabled, can create a new view, but Visibility is set to Visible to me only

Reports

  • Has full control over reports created by the user (Can create [New], [Run], [Customize], [Save], [Save As], [Excel Print], [HTML Print], [Export], [Delete], etc.)
  • Can create new Reports
  • Can [Run], [Edit]/[Save] or [Delete] existing reports created by the User
  • Can [Run] or [Customize]/[Save As] reports created by the platform
  • Can [Run] or [Customize]/[Save As] reports created by other Users, if the User can set Folder Visibility permissions for the report folder
  • Can not create new reports
  • If Make Views/Reports Visible to Others permission is enabled, can create new report, and can [Save As] to My Report Folder or other folders created by the User
  • If Make Views/Reports Visible to Others permission is enabled, can [Run], [Customize] an existing report and can [Save As] to My Report Folder or other folders created by the User

Folders

  • Has full control over folders created by the user (Can create [New], [Edit], [Save], [Delete], set Visibility Control, Reorder Folders, etc.)
  • Can create new folders and set Folder Visibility permissions for them
  • When creating a new folder, can move reports from Unfiled Reports folder to folder(s) created by the User
  • When creating a new folder, can move reports from Unfiled Reports folder to folder(s) created by other users, if the user has Folder Visibility permissions
  • Can [Reorder] existing folders created by the User
  • Can [Run] and [Customize] reports in Unfiled Reports Folder or other System Reports and [Save As] to any folder created by the User and set Folder Visibility permissions
  • Can [Delete] existing folders created by the User (the deleted reports are moved to the Unfiled Report Folder)
  • Can not [Customize] or [Delete] folder(s) created by other users
  • Can create new folder(s) with Visibility set to Visible only to me
  • Can [Edit] folder(s) created by the User and move reports from Unfiled Reports folder to the new folder
  • Can [Delete] folder(s) created by the User (the deleted reports are moved to the Unfiled Report Folder)
  • Can not [Edit] or [Delete] folder(s) created by other users
  • Can not [Save]/[Save As] a report to the Unfiled Reports folder, or to a folder created by other users

Dashboard

  • Has full control over Pages created by the user (users can [Edit], [Add], [Add Widget], [Save], [Clone], [Delete], [Set as Default])
  • Can create a new Page and set Visibility
  • Can clone an existing Page
  • Can edit new or cloned pages created by the User
  • Can not edit or delete System-Generated pages or pages created by other users
  • Can delete Pages created the User
  • Can add Widget(s) to pages created by the User
  • Can not add or delete widget(s) in System-Generated pages or pages created by other users
  • Can edit, delete or reposition Widgets on pages created by the user
  • Can not edit, delete or reposition Widgets on System-Generated pages or pages created by other users
  • Can not create a new page
  • Can not clone, edit or delete pages
  • If Make Views/Reports Visible to Others permission is enabled, can add pages, but Visibility set to Visible only to me
About [Save] and [Save As]
  • The [Save] and [Save As] actions allow reports to be saved to these folders:
  • My Report
  • Unfiled Public Report
  • Folder(s) created by the User
  • Folder(s) the User can access, as determined by Folder Visibility settings
  • [Save] replaces the original report
  • [Save As] makes a copy of the report to the selected folder
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