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This documentation supports the 19.11 version of Remedy Smart Reporting, which is available only to BMC Helix subscribers (SaaS).
To view an earlier version, select the version from the Product version menu of the documentation at IT Service Management Suite .

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. 


Related topic

From the Yellowfin documentation:

User Groups

For an overview of out-of-the-box and custom roles in Remedy Smart Reporting, watch the following video (3:17):

 https://youtu.be/RCq4FmpJ8fg

Standard Remedy Smart Reporting roles

When Remedy Smart reporting is initially deployed, the following standard set of roles is provided.

RoleCapabilities

Consumer & Collaborator

Can access only public reports and dashboards
Dashboard Consumer

Can view public reports and public dashboards

Note:

Users with CMDB Console User Group permissions 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

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:

  • Create and edit private reports
  • Create and edit personal dashboards
  • Read access to public dashboards
  • Broadcast, distribute, and email reports
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:

  • Create and edit public reports
  • Create and edit personal dashboards
  • Read access to public dashboards
  • Broadcast, distribute, and email reports
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:

  • Create and edit public reports
  • Create, read, and edit personal and public dashboards
  • Broadcast, distribute, and email reports
  • Create, read, update, and delete views 
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:

  • Access to the database

  • Access to user administration functions such as managing users, groups, and other configuration parameters

  • Write and read report access supplied by Corp Writer, Dashboard Consumer, Report Consumer, and Report Writer roles

  • Advanced functions or permissions such as SQL Reports, Public Publishing, Drill Through Reports, and Discussion Admin Rights

  • Create, read, update, and delete views 

To create a role

  1. In the Remedy Smart Reporting console, select Administration > Admin Console.
  2. Open the Roles panel and click Add.
  3. On the Role Details page, provide the following details:
    1. Enter a meaningful Name and Description to outline the purpose or use of a role. 

    2. (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.

    3. 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.

       List of functions (permissions)

      The following functions are available in Remedy Smart Reporting. The functions are grouped into subsections to help you identify how and when these functions are used.

      FunctionPermission
      General
      Report Access CRUDEnables users to view, edit, create, and delete reports.
      User ProfileEnables users to update their user profile.
      Draft Content ListShows a list of draft content on the Dashboard and Browse pages.
      FavoritesEnables users to add reports to their favorites list.
      Export Reports to CSVEnables users to export report results to CSV.
      Export Reports and Dashboards to DOCEnables users to export content items to DOC.
      Export Content to PDFEnables users to export content items to PDF.
      Export Reports and Dashboards to XLSEnables users to export content items to XLS.
      Bookmarks and SnapshotsEnables users to create and use bookmarks and snapshots.
      Hide Print on Reports & DashboardsHides the Print option on the Report and Dashboard pages.
      Dashboard
      Personal Dashboard CRUDGives users access to the dashboard page, and allows them to create their personal dashboard, which is only visible to them.
      Hide Dashboard Maximize ReportHides the maximize option on dashboard reports.
      Hide Dashboard Report MenuHides the drop-down menu on reports in the dashboard.
      Refresh Dashboard ReportsEnables users to set a refresh period on Dashboard reports.
      Public Dashboards CRUDEnables users to create and edit public dashboards.
      Disable Add Existing TabPrevents users from adding existing tabs from the Browse Page or from the Pre-Built Tab option to their dashboard.
      Show Draft DashboardsShows Dashboards that other users are editing.
      Browse

      Hide Browse Page

      Hides the report browse page.

      Hide Advanced Report Search

      Hides the advanced search on the report list page.

      Hide Columns Option (Browse Page)

      Hides the columns option on the report list page. Users will not be able to change the columns displayed.

      Hide Report Details (Browse Page)

      Hides the report details on the report list page.

      Approval Administration

      Enables users to see outstanding report approvals.

      Draft Public Reports

      Enables users to see draft versions of public reports that other users create.

      Report Builder
      Report TypesEnables users to create freehand SQL reports or Jasper reports.
      Public Reports CRUDEnables users to create and edit public reports.
      Versioned ReportsEnables users to archive report result sets, depending on the Content Category Version History settings.
      Sub QueriesEnables users to create subquery reports.
      Ad Hoc ReportsEnables users to create ad hoc reports.
      Access FilterEnables users to set or change the access filter on reports.
      Related ReportsEnables users to set up codisplay, drill down, and drill through functionality.
      CSV ReportsEnables users to write reports based on CSV files.
      Advanced CSV FunctionalityEnables users to perform advanced operations on CSV reports such as selecting the data source.
      Custom Query FiltersEnables users to create user prompt drop-down filters populated by custom SQL queries.
      Min/Max default filter valuesEnables users to set default values for cached filters to the minimum and maximum cached value.
      Disable Cached Filter ValuesPrevents users from caching report filter values.
      SSRS ReportsEnables users to create SQL Server Reporting Services (SSRS) reports.

      Allow Freehand SQL Calculated Fields

      Enables users to create Freehand SQL Calculated Fields in reports.
      Report Menu
      Broadcast ReportsEnables users to broadcast reports on a one-off or scheduled basis.
      Distribute ReportsEnables users to distribute reports on dashboard tabs to other users.
      Email ReportsEnables users to send an ad hoc email copy of a report.
      Hide Open ReportHides the open report menu item.
      Hide Report Details (Report Menu)Hides the report details item on the report menu.
      Hide SQLHides report SQL from users.
      Multicast ReportsEnables users to broadcast reports to external users.
      Multicast Access Filter ReportsEnables users to broadcast reports with access filters to external users. The credentials of the user who creates the broadcast are used to send the report to external users.
      Hide Report RefreshHides the report refresh menu item.
      Hide Embed LinksRemoves links to embed reports and dashboards by using the Javascript API.
      Hide External LinksRemoves external, direct links to reports and dashboards.
      Storyboard
      Storyboards CRUDEnables users to view, create, edit, or delete storyboards.
      Storyboard AdminEnables users to edit or delete any private or public storyboard.
      Public StoryboardsEnables users to make a storyboard public.
      Storyboard Global FiltersEnables users to set global filters on storyboards.
      Collaboration
      Hide CommentsHides the comment functionality from reports, storyboards, and dashboards.
      Annotations CRUDEnables users to create, read, update, or delete.
      TimelineEnables users to access their timeline.
      ConnectionsEnables users to connect to other users through their timeline.
      Discussion Topics CRUDEnables users to browse and to contribute to discussion topics.

      Collaboration Admin

      Enables users full administration access to discussion streams, comments, and tasks (both public and private).

      Activity StreamEnables users to access the activity stream.
      Enable TasksEnables users to see and be assigned tasks.
      Personal TasksEnables users to create and assign tasks to themselves.

      Public Tasks

      Enables users to create and assign tasks to themselves and others.

      System Task Admin

      Enables users to approve or reject the completion of system tasks.
      Configuration
      ConfigurationEnables users to modify Remedy Smart Reporting site parameters.
      Configure Logon IDEnables users to specify how users are authenticated.
      Configure Page FormatEnables users to configure the page layout (such as integration settings).
      Configure Support EmailEnables users to set the support email address.
      Administration
      ImportEnables users to import content from XML files.
      ExportEnables users to export content to XML files for backup or transfer to another system.

      Folder Access

      Enables users to configure report categories.

      System InformationEnables administrative users to view system information.
      License ManagementEnables users to view Remedy Smart Reporting license details and upload new license files.
      Create and Edit TagsEnables users to create or edit tags used in discussions.
      Client Organization ManagementEnables users to set up and manage client organizations.
      Filter Period ManagementEnables users to choose which predefined date filters are available.
      Translate ContentEnables users to translate user-entered data on dashboards, reports, and views.
      Themes CRUDEnables users to manage storyboard themes.
      Geometry Pack ManagementEnables users to import and delete GeoPacks.
      Background Execution ManagementEnables users to view the current background execution queue, cancel current queries, and force start queued items.
      View and Field CategoriesEnables users to manage view and field categories from the Admin Console.
      Org Reference CodesEnables users to manage Org Reference Codes from the Admin Console.
      Plugin ManagementEnables users to manage plug-ins including Third Party Source Connections, JDBC Drivers, and Advanced Functions.
      Data Sources & Views
      Data Sources CRUDEnables users to create, edit, or delete data source connections.
      OLAPEnables users to connect to OLAP data sources.
      Data Source Admin CRUDEnables users to create, edit, or delete all data sources regardless of security restrictions.
      Source FiltersEnables users to create data source filters.
      Database Views CRUDEnables users to create, edit, or delete Remedy Smart Reporting views.

      Freehand SQL Views

      Enables users to create Freehand SQL views.
      Show Draft ViewsEnables users to see views being edited by other users.
      Stored ProceduresEnables users to create views against stored procedures.
      Force Clone ViewsRemoves the option to edit existing views directly. (Users are forced to clone views to edit them.)
      Hide DBMS MessagesReplaces error messages from DBMS with generic messages.
      Create CSV TableEnables users to create CSV tables within a view.
      Composite ViewsEnables users to create composite views.
      Skip Schema CheckBypasses schema check when using CheckSchemaForUser functionality.
      Report as a DatasourceEnables reports to be written against the results of another report.
      User Administration
      User Management CRUDEnables users to create, edit, and delete user accounts.
      Group Management CRUDEnables users to create, edit, and delete user groups.
      Roles ManagementEnables users to create, edit, and delete security roles.
      Hide profile passwordRemoves the password reset option in My Profile.
      Disable profile email changeStops users from changing their email address in My Profile.
      Hide profile User IDRemoves the User ID option in My Profile.
      Named UserEnables users to bypass concurrent login limitations.
      Restrict Visible RolesRestricts the roles that are visible to a user when adding new users and groups.
      Web Services
      Web ServicesEnables users to log in to Remedy Smart Reporting web services.
      Disable Mobile AccessStops a user from accessing reports through a native mobile application.
      Other

      Subscribe to Broadcast

      Enables users to subscribe to report broadcasts.

    4. 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:

      CreateINSERT new records
      ReadSELECT records from the database
      UpdateUPDATE records in the database
      DeleteDELETE 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.

    5. Specify what columns should be made available to users when viewing the report list.
       
  4. Click Save.

To edit a role

  1. In the Remedy Smart Reporting console, navigate to Administration > Admin Console.
  2. Open the Roles panel.
  3. Open the drop-down list for a role, and select Copy.
  4. Make changes to the copy.

To delete a role

  1. In the Remedy Smart Reporting console, navigate to Administration > Admin Console.
  2. Open the Roles panel.
  3. Open the drop-down list for a role, and select Delete.
  4. Confirm the deletion.

Note

Users attached to a deleted role are removed from the system.

Where to go from here

Granting permission to create bookmarks and snapshots

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