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How do I restrict access to certain Dashboards, Charts, and Forms?

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

Security-AccessToFolders-FolderProperties.png

By default, every folder has “Allow” access assigned 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

Security-AccessToFolders-FolderWithMultipleUserGroupsAssigned.png

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 (i.e. Report Folders and Form Folders).  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):

Security-AccessToFolders-FolderParentInheritance.png

In this configuration, even if the Engineering user group is later removed from this folder, the users in the "Utilities" user group will still have access to the forms/reports, because the have been explicitly given access.

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