The right user role for the right folder

Users can have a different role in each folder that affects what they can do and see in that folder.

For example, the Corporate folder contains Consumer and Business sub-folders. Mandy has a Report Administrator role in the Corporate folder, but only a Report Consumer role in the Business folder. She cannot create or edit the properties of any report pack inside the Business folder. She is restricted to creating and editing report packs in the Corporate folder. As a Report Administrator, Mandy cannot see any jobs inside the Corporate folder.

User access does not stop at the folder level. Report packs and dashboards also have access privileges, so that a user can have access to a folder but be restricted from some of the items inside that folder. For example, if Mandy has access to a folder but No Access to the Corporate report pack in that folder, then she can't see the Corporate report pack. The following table provides some common tasks in folders and their suitable roles. The table contains the minimum role necessary for the task, but with each task you can always choose a higher user role and get the same results.

Task in folder User role to apply
View report pack contents Report Consumer
Create, modify, and run report packs (to update their content) Report Administrator
Classify issues in report packs Issue Manager
View dashboard contents Report Consumer
Create, modify, and run dashboards (to update their content) Issue Manager
Navigate through dashboards to report packs and reports Assign users a Report Consumer role in a dashboard and give them access to each of the report packs that contribute to the dashboard.
Export report data Report Consumer
Create jobs and run scans Job Administrator