Roles

Roles

Roles are used as a tool for grouping users, especially for sharing reports and for granting data access and permissions. Use roles such as “Management”, “Sales”, “Marketing”, etc. to quickly share your reports with the users assigned to these roles.

Create role

1. Click Administration.
2. Click Roles. Existing roles are displayed in the list.
3. Click  New. The New role dialog is displayed.
4. Enter a name and description for the role.
5. Click  Select users.
6. Select () the users you want to assign to the role.
7. Click OK.
8. Click Create.

Remove user from role

1. Click Administration.
2. Click Roles. Existing roles are displayed in the list.
3. Select () the role you want to edit.
4. Click  Edit. The Edit role dialog is displayed.
5. Click  Select users.
6. Deselect () the user(s) you want to remove from this role.
7. Click OK.
8. Click Save.