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Report and Dashboard Permissions

Where required, reports and dashboards can be allocated user permissions.  These permissions are controlled using user groups.

Users and Groups

On the Model View, select the “Users” tab.  This view allows you to add users and groups to your Flow System.

By default all new users belong the “Everyone” group.  Any users who sign in to the Flow Report Server will be added to the “Everyone” group.

Add a User

Flow makes use of your Active Directory users.  To add a new users, right-click on a group and select “New User”.  Use the “Select Users” dialog box to find one or more users registered on your domain to add to your Flow System.

Add a Group

To add a new group, right-click and select “New Group”.  Edit the name of the group.

Link Users to Groups

Users can be linked to groups by dragging them from the “Everyone” group onto the destination group.  Alternatively, right-click on the destination group and select “New User”.  Users can belong to more than one group.

 

Assigning Groups to Folders

Once you have created groups and assigned users to them, these groups can be assigned to Folders in the “Information” view.  Double-click on a folder in the “Reports” tab to open its editor:

By default, every folder has “Allow” access to the “Everyone” group.  Assign “Allow” access to other groups by dragging them into the “Allow” section of the folder editor.  Note that as soon as a group other than “Everyone” is added to the folder, the “Everyone” group is removed:

When groups are assigned to folders, the reports and dashboards belonging to those folders will only be accessible to users that belong to the assigned groups.

Folder Permission Inheritance

Folders inherit “Allow” access groups from their parent folders in the “Information” view.  A child folder can be assigned additional groups that do not belong to their parent folders (e.g. Utilities is a child folder to the Engineering folder):

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