User roles and permissions

The following table provides the mappings for TrueSight Server Automation - Data Warehouse users and administrators with the TrueSight Smart Reporting - Platform roles:

User

TrueSight Smart Reporting role

What can the user do?

Reporting users

Users imported from TrueSight Server Automation to TrueSight Server Automation - Data Warehouse through ETL




TrueSight View Reports

Can perform the following activities for the reports:

  • Run the out-of-the-box reports.
  • Add reports to their favourites list.
  • Distribute reports or Dashboard Tabs to other users.
  • Export reports to CSV, XLS, Text, and DOCX format.
  • Print reports.
  • View and update their User Profile.
  • Access public content in read-only mode.
  • Broadcast reports.
  • Save report schedules to a local or shared disk.

TrueSight Access Reports NEW IN 21.02

Can perform the following activities for the reports:

  • Run the out-of-the-box reports.
  • Add reports to their favourites list.
  • Distribute reports or Dashboard Tabs to other users.
  • Export reports to CSV, XLS, Text, and DOCX format.
  • Print reports.
  • View and update their User Profile.
  • Access public content in read-only mode.
  • Broadcast reports.
  • Save report schedules to a local or shared disk.

TrueSight Manage Reports

Can perform the following activities for the reports:

  • Create, view, edit, and delete reports and dashboards.
  • Export reports to CSV, XLS, Text, and DOCX format.
  • Print reports.
  • Email reports.
  • Publish reports for themselves and for individual users.
  • Create, view, edit, and delete schedules for reports.
  • Broadcast reports.
  • Save reports to a local or shared disc.

TrueSight Component Administrator

Can perform the following activities for the reports:

  • Create, view, edit, and delete all reports and dashboards.
  • Create and modify views.
  • Export reports to CSV, XLS, Text, and DOCX format.
  • Print reports.
  • Email reports.
  • Import and export report artefacts, such as, views and report-definitions.
  • Create, view, edit, and delete schedules for reports.
  • Schedule FTP.
  • Create dashboard tabs.
  • Set or change the access filter on a report.
  • Broadcast reports to external users.
  • Create and edit Data Sources.
  • Broadcast reports.
  • Save reports to a local or shared disc.

Administrators

TrueSight Server Automation - Data Warehouse Administrator - DWAdmin



TrueSight Component Administrator

Can administer the following configuration activities for TrueSight Server Automation - Data Warehouse:

  • Manage databases.
  • Manage sites.
  • Manage password.
  • Run ETL.
  • Manage the Authentication Service.
  • Archive and restore data.

Can administer the following configuration activities for reports:

  • Add TrueSight Server Automation - Data Warehouse as a component in TrueSight Smart Reporting - Platform.
  • Get the latest views in TrueSight Smart Reporting - Platform.
  • Create, view, edit, and delete all reports and dashboards.
  • Create and modify views.
  • Export reports to CSV, XLS, Text, and DOCX format.
  • Print reports.
  • Email reports.
  • Import and export report artefacts, such as, views and report-definitions.
  • Create and edit Data Sources.
  • Change the datasource password in TrueSight Smart Reporting - Platform.
  • Create, view, edit, and delete schedules for reports.
  • Schedule FTP.
  • Create dashboard tabs.
  • Set or change the access filter on a report.
  • Broadcast reports to external users.

TrueSight Smart Reporting - Platform Administrator

System Administrator

This user is the system administrator for TrueSight Smart Reporting - Platform and can perform the following activities:

  • Modify and delete components.
  • Managing schedules.
  • Create, view, edit, and delete reports created by all users.


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Comments

  1. Ashok Bang

    Please add 'What can the user do?' for role "TrueSight Access Reports". This is new Role introduced in 21.02.

    Jan 26, 2021 10:14
    1. Bipin Inamdar

      Added

      Mar 18, 2021 01:35