Remedy Smart Reporting user roles and permissions

Consumer & Collaborator

Can access only public reports and dashboards. Users with this role can broadcast, distribute, and email reports.

Dashboard Consumer

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
• Advanced functions or permissions such as SQL Reports, Public Publishing, Drill Through Reports, and Discussion Admin Rights
• Create, read, update, and delete views 

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.

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.

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 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.

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.

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.

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

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.

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 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 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

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.

Subscribe to Broadcast

Enables users to subscribe to report broadcasts.