Grant rights to view reports

To view reports, users must be granted appropriate permissions. The rights to view reports are granted with the help of security roles, just like any other rights in Adaxes.

To facilitate the delegation of permissions, reports are assigned to categories. You can allow users to view all reports that belong to a particular category, rather than a specific report. By default, a built-in security role, Report viewer, allows all users to view the reports assigned to the For Everyone category.

Categories include not only reports, but also report overviews. It means that with the help of report categories, you can also distribute permissions for overviews.

 How to manage report categories {.mb-12}
  • Launch Adaxes Administration console.

  • Expand your Adaxes service.

  • Right-click Reports and then click Properties in the context menu.

    In the dialog that opens, you can view and manage report categories.

In this tutorial, you will learn how to create a security role that allows viewing all reports or the reports assigned to a specific category.

  1. Launch Adaxes Administration console.

     How { #collapse1}
    • On the computer where Adaxes Administration console is installed, open Windows Start menu.

    • Click Adaxes Administration Console.

  2. Right-click your Adaxes service, point to New and click Security Role.

  3. Enter a name for the new security role and click Next.

  4. On the Permissions step, click Add.

  5. In the General permissions section of the dialog that opens, do the following:

    • To allow users to view all reports, select the View All Reports permission in the Allow column.

    • To allow users to view only the reports of a specific category, type the category name in the filter box and select the corresponding permission in the Allow column.

    Click OK.

  6. Click Next.

  7. On the Assignments step, click Add.

  8. Select the users and groups you want to assign the permissions to.

    Click Finish.

    If the Finish button is disabled, click Next and then select Configuration Objects.

     Screenshot{ #collapse2}

  9. Click Finish.