Make Views/Reports Visible to Others

From AgileApps Support Wiki
Revision as of 21:04, 16 October 2012 by imported>Aeric (Text replace - 'permission rights' to 'permission')

This permission grants users the ability to make specified Views or Reports visible to other users. It is also required to share Document Folders with others.

Considerations
  • The Make Views/Reports Visible to Others permission is enabled by default in all new Access Profiles
  • If Make Views/Reports Visible to Others permission are enabled, then users also have Make Views/Reports Visible to Others permission enabled by default
  • If Manage Global Views/Reports permission are enabled, then Make Views/Reports Visible to Others permission is also enabled (as an override)
  • The Make Views/Reports Visible to Others permission is set in [Administrative Permissions]]
How it Works
The following actions are available in Views, Reports, Folders and Home Pages elements when the Make Views/Reports Visible to Others permission right is enabled or disabled:
Make Views/Reports Visible to Others
Element Enabled Disabled

Views

  • Has full control over views created by the user (Can create [New], [Edit], [Save], [Save As], [Delete], set [Visibility], etc.)
  • Can create new views and set Visibility
  • Can [View], [Edit]/[Save] or [Delete] existing views created by the User and set Visibility
  • Can [View] or [Edit]/[Save As] views created by the Platform and set Visibility
  • Can [View] or [Edit]/[Save As] views created by other Users, if the User has Visibility rights to the view
  • Cannot create new views
  • If Create/Delete View/Report/HomePage permission are enabled, can create a new view, but Visibility is set to Visible to me only

Reports

  • Has full control over reports created by the user (Can create [New], [Run], [Customize], [Save], [Save As], [Excel Print], [HTML Print], [Export], [Delete], etc.)
  • Can create new Reports
  • Can [Run], [Edit]/[Save] or [Delete] existing reports created by the User
  • Can [Run] or [Customize]/[Save As] reports created by the platform
  • Can [Run] or [Customize]/[Save As] reports created by other Users, if the User can set Folder Visibility permissions for the report folder
  • Can not create new reports
  • If Make Views/Reports Visible to Others permission is enabled, can create new report, and can [Save As] to My Report Folder or other folders created by the User
  • If Make Views/Reports Visible to Others permission is enabled, can [Run], [Customize] an existing report and can [Save As] to My Report Folder or other folders created by the User

Folders

  • Has full control over folders created by the user (Can create [New], [Edit], [Save], [Delete], set Visibility Control, Reorder Folders, etc.)
  • Can create new folders and set Folder Visibility permissions for them
  • When creating a new folder, can move reports from Unfiled Reports folder to folder(s) created by the User
  • When creating a new folder, can move reports from Unfiled Reports folder to folder(s) created by other users, if the user has Folder Visibility permissions
  • Can [Reorder] existing folders created by the User
  • Can [Run] and [Customize] reports in Unfiled Reports Folder or other System Reports and [Save As] to any folder created by the User and set Folder Visibility permissions
  • Can [Delete] existing folders created by the User (the deleted reports are moved to the Unfiled Report Folder)
  • Can not [Customize] or [Delete] folder(s) created by other users
  • Can create new folder(s) with Visibility set to Visible only to me
  • Can [Edit] folder(s) created by the User and move reports from Unfiled Reports folder to the new folder
  • Can [Delete] folder(s) created by the User (the deleted reports are moved to the Unfiled Report Folder)
  • Can not [Edit] or [Delete] folder(s) created by other users
  • Can not [Save]/[Save As] a report to the Unfiled Reports folder, or to a folder created by other users

Home Page

  • Has full control over Pages created by the user (users can [Edit], [Add], [Add Widget], [Save], [Clone], [Delete], [Set as Default])
  • Can create a new Page and set Visibility
  • Can clone an existing Page
  • Can edit new or cloned pages created by the User
  • Can not edit or delete System-Generated pages or pages created by other users
  • Can delete Pages created the User
  • Can add Widget(s) to pages created by the User
  • Can not add or delete widget(s) in System-Generated pages or pages created by other users
  • Can edit, delete or reposition Widgets on pages created by the user
  • Can not edit, delete or reposition Widgets on System-Generated pages or pages created by other users
  • Can not create a new page
  • Can not clone, edit or delete pages
  • If Make Views/Reports Visible to Others permission is enabled, can add pages, but Visibility set to Visible only to me
About [Save] and [Save As]
  • The [Save] and [Save As] actions allow reports to be saved to these folders:
  • My Report
  • Unfiled Public Report
  • Folder(s) created by the User
  • Folder(s) the User can access, as determined by Folder Visibility settings
  • [Save] replaces the original report
  • [Save As] makes a copy of the report to the selected folder