close

Вход

Забыли?

вход по аккаунту

?

How to Give a User Access to a Report - Checkbox Survey

код для вставки
How to Give a User Access to a Report
This document walks System Administrators though the process of configuring permissions
to allow a Report Administrator user to view, edit, and modify an existing report.
CONTENTS:
•
•
Add Users/Groups to a Survey ACL
Add Users/Groups to a Report ACL
Add Users/Groups to a Survey ACL
To grant a Report Administrator permission to modify an existing report, the user must be added
to the ACL (access control list) of the report and the survey.
Note: Report Viewers only need to b ee added to the report's ACL in order to view a report.
Log in as a System Administrator and select the survey you wish to modify permissions for. On
the Settings tab of the survey dashboard, select Permissions.
How to Give a User Access to a Report - 1
Select the Advanced Permissions button.
An ACL (access control list) window will appear. Select the Add Users/Groups to Access List tab.
Note: When adding a user or group to an ACL, only users with user roles that correspond with that
How to Give a User Access to a Report - 2
ACL entity will have access.
Select the user you wish to add to the survey's ACL from the list of available users/groups on the
left.
How to Give a User Access to a Report - 3
After adding the user, move to the Access List tab to configure permissions. Select the user on
the left to expand permissions options and select the 'Analyze Data' option on the right.
How to Give a User Access to a Report - 4
Save your permissions before existing the ACL.
Add Users/Groups to a Report ACL
Once the user has been granted permission to analyze survey data (view reports for this survey),
you can set user permissions at the report level.
How to Give a User Access to a Report - 5
Close out of the survey ACL window and select the Reports tab from the survey dashboard.
Select the View All button to enter the Reports Manager.
How to Give a User Access to a Report - 6
Select the report you wish to give the user access to from the list of reports on the left. Selecting
the report will expand a dashboard on the right.
Select Permissions from the report dashboard to open the report's ACL (access control list).
How to Give a User Access to a Report - 7
When the ACL window opens, move to the Add Users/Groups to Access List tab.
Note: When adding a user or group to an ACL, only users with user roles that correspond with that
ACL entity will have access.
How to Give a User Access to a Report - 8
Select the user you wish to add to the report's ACL from the list of available users/groups on the
left.
How to Give a User Access to a Report - 9
After adding the user, move to the Access List tab to configure permissions. Select the user on
the left to expand permissions.
Determine the level of report access you would like to grant the user by checking the desired
permissions options listed on the right.
How to Give a User Access to a Report - 10
Save your permissions before existing the ACL.
Thank you for viewing this Checkbox User Guide. Click here to return to Checkbox Resources.
How to Give a User Access to a Report - 11
Документ
Категория
Без категории
Просмотров
3
Размер файла
885 Кб
Теги
1/--страниц
Пожаловаться на содержимое документа