Managing Remedy Smart Reporting user roles and groups
Roles are allocated to users and define a set of functions that users are permitted to access within the system. By default, the following roles are available. However, you can edit the roles based on your requirements. For more information, see To edit a role.
Related topic
From the Yellowfin documentation:
For an overview of out-of-the-box and custom roles in Remedy Smart Reporting, watch the following video (3:17):
Standard Remedy Smart Reporting roles
When Remedy Smart reporting is initially deployed, the following standard set of roles is provided.
Role | Capabilities |
|---|---|
Consumer & Collaborator | Can access only public reports and dashboards. Users with this role can broadcast, distribute, and email reports. |
Dashboard Consumer | 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.
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Personal Content Writer & Collaborator | Can only create personal content for their own consumption—not public shared content This role can collaborate within streams, timelines, and so on. The role provides the following privileges:
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Public Content Writer & Collaborator | Can create content to be consumed by themselves and other users This role can collaborate using features such as streams, timelines, and so on. The role provides the following privileges:
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Public Content Writer & Collaborator - Advanced | Can create content to be consumed by themselves and other users This role can collaborate using features such as streams, timelines, and so on. The role also has extended access to create and manage views, approve reports, and perform other administrative tasks. This role should be used sparingly. This role provides the following privileges:
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System Administrator | Has the widest range of access to the system A limited number of users should be assigned to this role. This role can do everything from creating content to managing system tasks. The role has the following privileges:
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To create a role
- In the Remedy Smart Reporting console, select Administration > Admin Console.
- Open the Roles panel and 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) Select one of the following options for the role:
- Mandatory—At least one user with the role must exist in Remedy Smart Reporting. If you try to delete the only user who is assigned a mandatory role, the system displays an error.
- Default Role—The default role that users are assigned when they are created.
Enable or disable functions as required.
A function is a permission that can be associated with a role. To see a description of each function, hover over the info icon on the right side.
Define the CRUD permissions where required.
Some functions will have a CRUD checklist 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 has R access only, that user can read the dashboard but cannot create new dashboard tabs or add reports to their tabs. A user with CRUD can create and delete dashboard tabs.
- Specify what columns should be made available to users when viewing the report list.
- Click Save.
To edit a role
- In the Remedy Smart Reporting console, navigate to Administration > Admin Console.
- Open the Roles panel.
- Open the drop-down list for a role, and select Copy.
- Make changes to the copy.
To delete a role
- In the Remedy Smart Reporting console, navigate to Administration > Admin Console.
- Open the Roles panel.
- Open the drop-down list for a role, and select Delete.
- Confirm the deletion.
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