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Manage Permissions

This section explains the access modes, entities and scopes, and also how to manage the permissions of the users and groups.

Permissions can only be managed by the users belonging to the System administrator group.

Permission can be directly added to both users and groups. Permissions are classified in the following structure. Access Mode – Entity – Scope

Access Modes

  • Read – Provides read permission for the chosen entity.
  • Read and Write – Provides read and write permission for the chosen entity.
  • Read, Write and Delete – Provides read, write and delete permission for the chosen entity.
  • Create – Provides permission to create the chosen entity.
  • Manage - Provides permission to manage the chosen entity.
  • Create and Manage - Provides permission to create and manage users and groups.

Entity

  • All Dashboards – Provides permission to access all dashboards with the chosen access mode.
  • Dashboards in Category – Provides permission to access dashboards in a specific category with chosen access mode.
  • Specific Dashboard – Provides permission to access a specific dashboard with the chosen access mode.
  • All Data Sources – Provides permission to access all data sources with the chosen access mode.
  • Specific Data Source – Provides permission to access a specific data source with the chosen access mode.
  • All Categories – Provides permission to access all categories with the chosen access mode.
  • Specific Category – Provides permission to access a specific category with the chosen access mode.
  • All Schedules – Provides permission to access all schedules with the chosen access mode.
  • Specific Schedule – Provides permission to access a specific schedule with the chosen access mode.
  • All Slideshows – Provides permission to access all slideshows with the chosen access mode.
  • Specific Slideshow – Provides permission to access a specific slideshow with the chosen access mode.
  • All Settings – Provides permission to access all settings pages with the Manage access mode.
  • Specific Settings - Provides permission to access specific settings page with the Manage access mode.
  • All Groups - Provides permission to create new groups except for import groups from third parties.
  • Users and Groups - Provides permission to access user and group management with the Create and Manage access mode except for the manage permission page. If you want to access the manage permission page, then you need to provide delegate permission.
  • Specific Group - Provides permission to access specific groups with the Manage access mode except for the manage permission page. If you want to access the manage permission page, then you need to provide delegate permission.
  • All Permissions – Provides permission with the Manage access mode to delegate permission for all the resources in users and groups manage permission page. Only, the permission will available, if the user has a specific group or users and groups permission.
  • Specific Permissions - Provides permission with the Manage access mode to delegate permission for specific resource in users and groups manage permission page. Only the permission will available if the user has a specific group or users and groups permission.

Scope

Scopes can be chosen for the below entities only. Other entities do not require to specify the scope.

  • Dashboards in Category – A specific category has to be chosen to provide access to the dashboards in that category.
  • Specific Dashboard – A specific dashboard has to be chosen to provide access to it.
  • Specific Data Source – A specific data source has to be chosen to provide access to it.
  • Specific Category – A specific category has to be chosen to provide access to it.
  • Specific Schedule – A specific schedule has to be chosen to provide access to it.
  • Specific Slideshow – A specific slideshow has to be chosen to provide access to it.
  • Specific Settings – A specific settings has to be chosen to provide access to it.
  • Specific Group – A specific group has to be chosen to provide access to it.
  • Specific Permissions – A specific resource has to be chosen to delegate the resource permissions.

NOTE: Create access can only have the Scopes, All Dashboards, Dashboards in Category, All Data Sources, All Schedules, All Slideshows, and All Categories and All Groups.

Manage access can only have All Settings, Specific Settings, Specific Group, All Permissions, and Specific Permissions entities.

Create and Manage access can only have Users and Groups entity. All Settings, Specific Settings, All Groups, Specific Groups, Users and Groups, All Permissions and Specific Permissions can delegated by the system administrator only.

Manage Permissions - users

Manage Permissions page for the user can be accessed from any one of the following pages.

  1. Under Actions column of the respective user in the users’ grid on the user management page. Manage Permissions

  2. On top right corner of the user profile edit page. Manage Permissions

Here you will find both the permissions assigned directly to the user and the permissions that the user got inherited from the groups assigned with.

Manage Permissions

Click on Add Permission to add permissions to the user. Add Permission dialog box is shown below.

Add Permission

Steps to add permission to the user

  1. Select the entity.
  2. Select the scope if the entity is not All item type.
  3. Select the access mode.
  4. Click on Add to add the framed permission to the user.

Manage Permissions - groups

Manage Permissions page for the group can be accessed from any one of the following pages.

  1. Under Actions column of the respective group in the groups’ grid on the group management page. Manage Permissions
  2. On top right corner of the group edit page. Manage Permissions

Here you will find the permissions assigned directly to the group.

Please refer to the following screenshot of Manage Permissions, for the user page.

Manage Permissions

Click on Add Permission to add permissions to the group. Add Permission dialog box is shown below.

Add Permission

Steps to add permission to the group

  1. Select the entity.
  2. Select the scope if the entity is not All item type.
  3. Select the access mode.
  4. Click on Add to add the framed permission to the group.