Security for Management Reporter ensures that only authorised users can access the program and limits the tasks that each user can perform. An administrator role is created at the time of installation, and the user assigned to the role of administrator can create and manage other users and user groups.

Note
To manage security for users, user groups, and companies, open Report Designer, and on the Gomenu, click Security.

User roles

Users are assigned one of four roles: administrator, designer, generator, or viewer. By default, all new users are assigned the role of viewer. Before you set up new users, some planning is required. List the tasks that each user performs, and assign the role that is appropriate for each user. By default, the roles can perform the following tasks.

Role	Report Designer tasks	Report Viewer tasks
Administrator	The administrator is allowed full access to all tasks in Report Designer.	The administrator is allowed full access to all tasks in the Report Viewer.
Designer	The designer can design, generate, edit, view reports and report building blocks, and schedule when reports are generated.	The designer can delete, edit, create folders, rename reports and folders, export reports, and view reports that the designer has been granted access to.
Generator	The generator can generate reports and to modify parameters for reports.	The generator can create and rename folders, view, delete, edit, rename, and export reports that the generator has been granted access to.
Viewer	The viewer is not granted access to Report Designer.	The viewer can view and export reports that the viewer has been granted access to.

User groups

You can create user groups and grant access to a company based on groups. This allows you to grant users access to many companies without having to change each user's permissions. You can create a report and select one group, instead of selecting dozens or hundreds of individual users. For example, instead of selecting each manager in a company, you can create a Managers group and then add managers to the group.

You can grant group access to reporting units in reporting tree definitions. You can also grant group access to a report library location.

For more information, see Manage user groups .

Permissions

Management Reporter defines the following permissions. Each of these permissions is associated with one or more roles.

Permissions	Description	Roles Allowed
Generate	Allows you to generate reports from Report Designer to include all output.	Administrator, Designer, Generator
Exporting reports	Allows you to export and print from Report Viewer.	Administrator, Designer, Generator, Viewer
Create reports	Allows you to create rows, columns, trees, and report definitions in Report Designer.	Administrator, Designer
Report library administration in Management Reporter Report Viewer	Allows modifications to the security settings (view, edit, create, and delete access) on folders, items, and report versions in the report library.	Administrator
Dimension set access	Allows modifications (create, edit, and delete) to dimension sets, and to view dimension sets from the Editmenu while you are viewing a row definition. Users without this permission can see the list of dimension sets and use them in reports, but cannot change them.	Administrator, Designer
All companies access	Allows you to generate reports and to access the data for all companies in Management Reporter. Users without this permission can be granted access to specific companies on the Company Accesstab. Users without access to any company cannot log on to Management Reporter.	Administrator
Company administration	Allows modifications (create, edit, and delete) to companies, and to view companies from the Companymenu. Users without this permission can see the list of companies, but cannot change them.	Administrator
Building block administration	Allows modifications (create, edit, and delete) to building block groups and to view building block groups from the Companymenu. Users without this permission can see the list of building blocks, but cannot change them.	Administrator, Designer
Security administration	Allows modifications (view, edit, create, and delete for users, groups, and companies) to security settings in Report Designer.	Administrator
Undo building block checkout	Allows you to undo a building block checkout and to view the list of building block checkouts from the Toolsmenu. Users without this permission can see the list of building block checkouts, but cannot change them.	Administrator
Unprotect protected building blocks	Allows you to unprotect building blocks and to unprotect the building blocks from the Toolsmenu while you are viewing a building block. Users without this permission can protect a building block that they have modification access to, but they cannot unprotect any building blocks.	Administrator
Report queue administration	Allows you to clear and view all reports in the Report Queue Statusdialogue box.	Administrator

User roles

User groups

Permissions

See Also