Permissions and Roles

Permissions

Permissions are managed through groups. Each user can belong to one or more groups to which the following items are associated:

A dashboard needs to be associated to one menu entry, connected to the Business Unit in which it can be viewed.

Group manager

Groups are used to manage permissions and business units a user can access. To manage groups, select ADMIN->Permissions->Groups from the left menu and click on “New Group” to create a new one.

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Insert the required information:

  • Name
  • Description
  • Group roles
  • Users who belong to the group
  • Dashboards visible to the group
  • Business unit accessible by the group
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In the groups main screen there is a list of the dashboards accessible by the user, the roles and users belonging to that group.

User manager

To manage users, go to ADMIN->Permissions->Users.

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Click on “New User” to create a new user by entering username, email, name and surname and the group the user belongs to. A “Username” is needed for the login and cannot be changed. The standard generated password is “changeme11”. The user will receive his/her credential via email and will need to change the password on his/her first login.

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To change an existing user, apply a filter using the search tool and click on “Edit”, on the following screen you will be able to modify all the information except the username.

The deactivation through the button “Deactivate User” allows to inhibit access to a user. The user will not be deleted and it will be possible to reactivate it by clicking on “Activate User”.

In the main page, as well as the username, it is possible to find the group it belongs to and the roles he/she can access.

Available Roles

In this guide, we often use the distinction normal users vs. admins (strictly speaking, admins are the ones allowed to access the site administration under /admin). However, normal users can be given different permissions according to their needs:

1 Importer Can import files 3 Confirmer Can confirm the imported files 5 Dashboard PDF Downloader Can download the PDF of dashboards from the button on the top 6 Dashboard Printer Can save the dashboard PDF file 7 Dashboard Viewer Can see dashboards 8 Dashboard Editor Can edit and create dashboards 9 Currencies Viewer Can view currencies exchange ratio 10 Currencies Editor Can edit currencies exchange ratio 11 Users Viewer Can view user and group list 12 Users Permission Editor Can edit groups and users permissions 13 Users Editor Can edit users 14 Data Availability Viewer Can see data availability page 15 Cache Manager Can administrate cache 16 Filters Editor Can edit filter and filter item 17 Filters Viewer Can view filters 18 Dashboard Print Editor Can edit the dashboard PDF file 19 New Filters Creator Can create new filter and filter item 20 Power Point Downloader Can download the powerpoint of dashboards from the button on the top 21 Kpi filter Role Can create new KPIs 22 Query Report Generator Can create query reports 23 Tabular Report Generator Can create tabular reports 24 Web Api Reader and Writer Can use web API 25 Can delete Tabular Report Can delete tabular reports 26 Share objects editor Can administrate the sharing objects 27 Dashboard Administrator Can delete dashboards and change permissions 28 DWH Downloader Can download data from DWH menu 29 DWH Regenerator Can regenerate data from DWH menu 30 Share enabled Can create a new share object from top menu 31 Dashboard notification Can create a new dashboard notification by email 32 Can download pptx Can download the pptx report generated by admins 33 Can admin import types Can administrate import types from frontend 34 File Import batch Can administrate file import batch 35 Can edit pptx reports Can edit pptx reports 36 Can edit sql explorer Can edit sql explorer 37 Import responsible BU Receive the email after an import as “to” destinatary 38 Import responsible HO Receive all the email after any import as “cc” destinatary 39 BUs reported data Can view and edit the BUs reported data 40 By whom information list Can view and edit the by whom information list 41 Clustering Viewer Can view the clustering graphs page 42 Full Import User 43 Full Import Editor 44 File Import Batch Importer 45 File Import Batch Viewer 46 Statistics Editor 47 CookBook Viewer 48 CookBook Editor 49 Input Form Inserter 50 TechEX reader 51 TechEX editor 52 TechEX initiative creator 53 TechEX initiative confirmer