Creating a folder and assigning access privileges

A folder is a container in the Enterprise Console for items such as jobs, report packs, and dashboards. What you can see in a folder and the tasks you can perform within it depends on your user role in the folder. If a folder contains sensitive information about your website or application, you can limit who can view it, or at least who has access to its reports and dashboards. If users do not have a role in the folder, they can be implicitly given one through the Default User role. The Default User role applies to all other users who do not have a specific role in the folder and provides a way to automatically apply roles to users.

Before you begin

Only users with Product Administrator, Job Administrator, and Report Administrator roles in any given folder can assign access permissions to it or create sub-folders within it. Product Administrators can propagate access permissions down the folder hierarchy.
Note: Any sub-folders you create within this folder will automatically inherit this folder's access permissions. After you create the folder, you can manually change each user's role within the sub-folders if necessary. You can change individual user permissions at any time. Product Administrators can also propagate user permissions down the folder hierarchy.

Procedure

  1. Navigate to the folder where you will create the subfolder.
  2. In the Folders list, click Create .
  3. Give the folder a Name, and optionally, a Description, and a Contact, and click Create.
  4. On the Users and Groups page, click Add Users or Groups, select users to add to the folder, and click Add.
  5. On the Add Users or Groups page, select a user and assign a user role, such as Job Administrator or Report Consumer, and click Save.
  6. (Product Administrator only) If this folder contains existing sub-folders, click Apply Sub-folder Permissions to automatically propagate the user permissions to all sub-folders.
    Note: This will overwrite all permissions previously set in each sub-folder, and cannot be undone.
  7. Click Save.