Create a Report Permission Set

Create report permission sets to determine a user's level of access to reports. Users can only access reports that they have been assigned.

To create a report permission set:

  1. In the object selector, select Workspace, select View Workspaces List, and then select a workspace name.
  2. From the Main Menu, select Summary & Settings.
  3. On the Summary & Settings page, select Permissions, and then select Report.
  4. On the Report permission sets page, select Add.
  5. In the Name field, enter a unique name.
  6. In the Description field, enter a description of the permission set.
  7. In the Privileges section, expand each category to assign privileges.
  8. Select Save.

    Notes:

    • Workspace reports are automatically inherited by child workspaces but are only visible to users with appropriate security privileges. To ensure non-admin users can view a workspace report, either assign the users access to the specific report or assign privileges in the report's owning workspace.
    • To assign users access to all reports owned by a workspace, use the Security detail window on the Workspaces page. To assign users access to a specific report, use the Security detail window on the Report List page.
    • To assign a default report permission set to a user group, use the Default Permissions tab of the User Groups page.

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