BI Tool Assigning Access to Business Categories

BI Tool > Settings > Administrator > Users

 

The User Administration screen lists an overview of users’ Login ID, User Names, Roles, and the Business Categories to which each user has access. Additionally, access to Business Categories can be “Has Access” (read-only) or “Is Creator” permissions and can be set on a report by report basis or broader basis, such as all reports with the Business Category.

 

To view or edit permissions, select an employee by clicking anywhere on their information to highlights that user, shown in blue in the image below. Once highlighted, click the edit icon  on the User Administration screen header.

 

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Figure 26: Choosing an employee profile

 

The user’s profile provides a detailed viewed of the business categories available from MoversSuite. Assign permissions based on Category or by Data Source, if needed. Access is not allowed when this box , which is the “Has Access” box, is unchecked. When checked, like this , access is allowed. Use  to expand any Category to see the BI Tool Views available within that Category and the permissions granted per View.

 

To assign permissions to all Categories:

 

Click the indicated box in the header to assign permissions to all Categories. Doing so, grants all “Has Access” and “Is Creator” permissions within every Category. See BI Tool Assigning Access to Reports for more details.

 

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Figure 27: This main level "Has Access" permission grants all permissions for all Categories, including all Data Sources listed within each Category.

 

To assign permissions to some Categories:

 

The main level “Has Access” checkbox remains unchecked. Clicking the “Has Access” box next for or more Categories for that user to all permissions in those Categories and has this type of check icon . Permissions granted at this level means that all permissions for all Data Sources selected Categories are granted to that user. Permissions granted include all “Has Access” and all “Is Creator”.

 

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Figure 28: Main level "Has Access" icon is not checked

 

To assign permission for some - but not all – Data Sources within certain Categories:

 

        Assigning permissions at this level are detailed within BI Tool Assigning Access to Reports.

 

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Categories that have only some of the permissions granted will be indicated as shown in Figure 29.

 

Figure 29: This type of checkmark indicates only some permissions within that Category are granted.

 

RELATED INFORMATION:

BI Tool Assigning Access to Reports