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. 

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.

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.

      Function	Permission
      General
      Report Access CRUD	Enables users to view, edit, create, and delete reports.
      User Profile	Enables users to update their user profile.
      Draft Content List	Shows a list of draft content on the Dashboard and Browse pages.
      Favorites	Enables users to add reports to their favorites list.
      Export Reports to CSV	Enables users to export report results to CSV.
      Export Reports and Dashboards to DOC	Enables users to export content items to DOC.
      Export Content to PDF	Enables users to export content items to PDF.
      Export Reports and Dashboards to XLS	Enables users to export content items to XLS.
      Bookmarks and Snapshots	Enables users to create and use bookmarks and snapshots.
      Hide Print on Reports & Dashboards	Hides the Print option on the Report and Dashboard pages.
      Dashboard
      Personal Dashboard CRUD	Gives users access to the dashboard page, and allows them to create their personal dashboard, which is only visible to them.
      Hide Dashboard Maximize Report	Hides the maximize option on dashboard reports.
      Hide Dashboard Report Menu	Hides the drop-down menu on reports in the dashboard.
      Refresh Dashboard Reports	Enables users to set a refresh period on Dashboard reports.
      Public Dashboards CRUD	Enables users to create and edit public dashboards.
      Disable Add Existing Tab	Prevents users from adding existing tabs from the Browse Page or from the Pre-Built Tab option to their dashboard.
      Show Draft Dashboards	Shows 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 Types	Enables users to create freehand SQL reports or Jasper reports.
      Public Reports CRUD	Enables users to create and edit public reports.
      Versioned Reports	Enables users to archive report result sets, depending on the Content Category Version History settings.
      Sub Queries	Enables users to create subquery reports.
      Ad Hoc Reports	Enables users to create ad hoc reports.
      Access Filter	Enables users to set or change the access filter on reports.
      Related Reports	Enables users to set up codisplay, drill down, and drill through functionality.
      CSV Reports	Enables users to write reports based on CSV files.
      Advanced CSV Functionality	Enables users to perform advanced operations on CSV reports such as selecting the data source.
      Custom Query Filters	Enables users to create user prompt drop-down filters populated by custom SQL queries.
      Min/Max default filter values	Enables users to set default values for cached filters to the minimum and maximum cached value.
      Disable Cached Filter Values	Prevents users from caching report filter values.
      SSRS Reports	Enables 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 Reports	Enables users to broadcast reports on a one-off or scheduled basis.
      Distribute Reports	Enables users to distribute reports on dashboard tabs to other users.
      Email Reports	Enables users to send an ad hoc email copy of a report.
      Hide Open Report	Hides the open report menu item.
      Hide Report Details (Report Menu)	Hides the report details item on the report menu.
      Hide SQL	Hides report SQL from users.
      Multicast Reports	Enables users to broadcast reports to external users.
      Multicast Access Filter Reports	Enables 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 Refresh	Hides the report refresh menu item.
      Hide Embed Links	Removes links to embed reports and dashboards by using the Javascript API.
      Hide External Links	Removes external, direct links to reports and dashboards.
      Storyboard
      Storyboards CRUD	Enables users to view, create, edit, or delete storyboards.
      Storyboard Admin	Enables users to edit or delete any private or public storyboard.
      Public Storyboards	Enables users to make a storyboard public.
      Storyboard Global Filters	Enables users to set global filters on storyboards.
      Collaboration
      Hide Comments	Hides the comment functionality from reports, storyboards, and dashboards.
      Annotations CRUD	Enables users to create, read, update, or delete.
      Timeline	Enables users to access their timeline.
      Connections	Enables users to connect to other users through their timeline.
      Discussion Topics CRUD	Enables 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 Stream	Enables users to access the activity stream.
      Enable Tasks	Enables users to see and be assigned tasks.
      Personal Tasks	Enables 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
      Configuration	Enables users to modify Remedy Smart Reporting site parameters.
      Configure Logon ID	Enables users to specify how users are authenticated.
      Configure Page Format	Enables users to configure the page layout (such as integration settings).
      Configure Support Email	Enables users to set the support email address.
      Administration
      Import	Enables users to import content from XML files.
      Export	Enables users to export content to XML files for backup or transfer to another system.
      Folder Access	Enables users to configure report categories.
      System Information	Enables administrative users to view system information.
      License Management	Enables users to view Remedy Smart Reporting license details and upload new license files.
      Create and Edit Tags	Enables users to create or edit tags used in discussions.
      Client Organization Management	Enables users to set up and manage client organizations.
      Filter Period Management	Enables users to choose which predefined date filters are available.
      Translate Content	Enables users to translate user-entered data on dashboards, reports, and views.
      Themes CRUD	Enables users to manage storyboard themes.
      Geometry Pack Management	Enables users to import and delete GeoPacks.
      Background Execution Management	Enables users to view the current background execution queue, cancel current queries, and force start queued items.
      View and Field Categories	Enables users to manage view and field categories from the Admin Console.
      Org Reference Codes	Enables users to manage Org Reference Codes from the Admin Console.
      Plugin Management	Enables users to manage plug-ins including Third Party Source Connections, JDBC Drivers, and Advanced Functions.
      Data Sources & Views
      Data Sources CRUD	Enables users to create, edit, or delete data source connections.
      OLAP	Enables users to connect to OLAP data sources.
      Data Source Admin CRUD	Enables users to create, edit, or delete all data sources regardless of security restrictions.
      Source Filters	Enables users to create data source filters.
      Database Views CRUD	Enables users to create, edit, or delete Remedy Smart Reporting views.
      Freehand SQL Views	Enables users to create Freehand SQL views.
      Show Draft Views	Enables users to see views being edited by other users.
      Stored Procedures	Enables users to create views against stored procedures.
      Force Clone Views	Removes the option to edit existing views directly. (Users are forced to clone views to edit them.)
      Hide DBMS Messages	Replaces error messages from DBMS with generic messages.
      Create CSV Table	Enables users to create CSV tables within a view.
      Composite Views	Enables users to create composite views.
      Skip Schema Check	Bypasses schema check when using CheckSchemaForUser functionality.
      Report as a Datasource	Enables reports to be written against the results of another report.
      User Administration
      User Management CRUD	Enables users to create, edit, and delete user accounts.
      Group Management CRUD	Enables users to create, edit, and delete user groups.
      Roles Management	Enables users to create, edit, and delete security roles.
      Hide profile password	Removes the password reset option in My Profile.
      Disable profile email change	Stops users from changing their email address in My Profile.
      Hide profile User ID	Removes the User ID option in My Profile.
      Named User	Enables users to bypass concurrent login limitations.
      Restrict Visible Roles	Restricts the roles that are visible to a user when adding new users and groups.
      Web Services
      Web Services	Enables users to log in to Remedy Smart Reporting web services.
      Disable Mobile Access	Stops 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:

      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.

   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.

Where to go from here

Granting permission to create bookmarks and snapshots