BMC Remedy Smart Reporting user roles
For latest version of this topic, go to the
Remedy Smart Reporting documentation
.
This section describes how roles are created and managed within BMC Remedy Smart Reporting. Roles are allocated to users and define a set of functions that the user is permitted to access within the system. The role list is accessible via the Admin Console. By default, the following roles are available.
The following video provides an overview of out-of-the-box and custom roles in BMC Remedy Smart Reporting:
This topic provides the following details:
Sample BMC Remedy Smart Reporting roles
When BMC Remedy Smart reporting is initially deployed, a standard set of roles is provided.
| Role | Description |
|---|---|
Consumer & Collaborator | This user can only access public reports and dashboards. |
| Dashboard consumer | This user can view public reports and public dashboards. Note: Users with CMDB Console Admin Group or CMDB Console User Group permissions in Remedy AR System are members of the out-of-the-box CMDB user group in Remedy Smart Reporting and have access to the CMDB dashboard. |
| Personal Content Writer & Collaborator | This user can only create personal content for their own consumption - not public shared content. They can collaborate within streams, timeline, etc. This role provides the following privileges:
|
| Public Content Writer & Collaborator | This user can create content to be consumed by themselves and other users in the system. They can collaborate using features such as streams, timeline, etc. This role provides the following privileges:
|
| Public Content Writer & Collaborator - Advanced | This user can create content to be consumed by themselves and other users in the system. They can collaborate using features such as streams, timeline, etc. This user also has extended access to create and manage views, report approval, and other admin items. This role should be used sparingly. This role provides the following privileges:
|
| System Administrator | This user has the widest range of access to the system, and as such you should have a very limited number of people assigned this role. They can do everything from create content through to managing system tasks. This user has the following privileges:
|
Creating a role
- On the BMC Remedy Smart Reporting console, navigate to Administration > Admin Console.
- In the Roles list, click Add.
- On the Role Details page provide the following details:
Enter a meaningful Name and Description to outline the purpose or use of a role.
(Optional) Enable the role as Mandatory or Default as required.Mandatory If a role is enabled as Mandatory, at least one user with the role must exist in BMC Remedy Smart Reporting. If you try to delete the only user who is assigned a mandatory role, the system displays an error.
Default Role When users are created in BMC Remedy Smart Reporting by an Administrator , they are assigned this role unless otherwise specified. Enable or disable functions as required. A function is a permission that can be associated with a role. A description of each function is available by hovering over the info icon on the right hand side.
Define the CRUD permissions where required. Some functions will have a C R U D check list as part of the settings. The acronym CRUD refers to all of the major functions that need to be implemented. Each letter in the acronym can be mapped to a standard SQL statement:
Create INSERT new records Read SELECT records from the database Update UPDATE records in the database Delete DELETE records in the database One example of CRUD access is for dashboards. If a user only has R selected they will be able to read dashboard but not create new dashboard tabs or add reports to their tabs. Whilst a user with CRUD will be able to create and delete dashboard tabs.
- The last option you have in the role settings is to specify what columns should be made available to users when viewing the report list.
To make the role available, click Save after editing.
Editing a role
In order to edit the permissions assigned to a role, or make a duplicate copy of a role to manipulate use the drop down list next to the role name on the Admin Console.
Deleting a role
In order to delete a role use the drop-down list next to the role name on the Admin Console. You are prompted to confirm the deletion of the role.
If the deleted role is assigned to any user, the Consumer & Collaborator role gets assigned to the users of the deleted role.
Comments
Please can you clarify the documenation so that it clearly states, that the 9.1.02 roles still apply for higher versions in case SmartReporting is upgraded?
Hi Andreas,
The roles are changed from version 9.1.03 onwards. So even though the permissions assigned to a role in version 9.1.02 are retained in a higher version, the role name for the same might be different.
Kindly refer to the following link to check the roles and their respective permissions for version 9.1.02 and 9.1.03 and later.
BMC Remedy Smart Reporting user roles
Kindly let us know if you need further information on this.
Regards,
Vrishali