To give access to the contents of the report library to a user or a user group, you must have the role of administrator within Management Reporter. The administrator can grant View, Create, Edit, and Delete permissions for the entire report library or for just an item within it, such as a folder, a report, a version of a report, or an external document to users.

Add report library permissions to a user or group

  1. In Report Viewer, click Report Libraryin the navigation pane.

  2. Open the Report Library Permissionsdialogue box in one of the following ways:

    • Right-click a report library item, such as a report, and then click Report Library Permissions.

    • Click the permissions icon in toolbar.

    • On Toolsmenu, click Report Library Permissions.

  3. In the Report Library Permissionsdialogue box, select Show inherited permissionsto view inherited permissions from the report library or other library items.

  4. In the upper pane, select the report or document to modify permissions for.

  5. Click Add.

  6. In the Add Users or Groupsdialogue box, select the user or user group to add. To select more than one user or group, press Ctrl as you select users or groups.

    Note Note

    If a user or group does not appear in the Add Users and Groupsdialogue box, use Management Reporter security to add the user, and then return to Report Viewer to add permissions for the users and groups. For more information, see Manage users and Manage user groups .

  7. Click OKto close the Add Users or Groupsdialogue box.

  8. To modify the View, Edit, Create, or Delete permissions for individual users or groups, select or clear those options for a user or group in the lower pane of the Report Library Permissionsdialogue box.

Note Note

Some permissions are defined by default, depending on the user's assigned role. These options cannot be changed. For more information abut user roles, see Users in Management Reporter .

Modify report library permissions from a user or group

  1. In Report Viewer, click Report Libraryin the navigation pane.

  2. Right-click a report library item, such as a report, and then click Report Library Permissions.

  3. To view inherited permissions, select Show inherited permissions.

  4. To modify access to one item in the report library, select the item in the upper pane of the Report Library Permissionsdialogue box, and make the appropriate modifications to the users and groups listed in the lower pane.

  5. To modify access to all of the contents of the report library, select Libraryin the upper pane, and make the appropriate modifications to the users and groups listed in the lower pane.

  6. To remove access to an item in the report library, select the item in the upper pane. The users and groups that have permission to that report are displayed in the lower pane. Select a user or group in the lower pane, and then click Remove.

    A remove verification message is displayed. Click OKto remove the permission for the user or group.

  7. Click OKto close the Report Library Permissionsdialogue box and save settings.

See Also