User permissions for TrueSight Smart Reporting


Some default roles are available out-of-the-box with the current version of the product. Users in these default roles have specific permissions that allow them access to specific sections in the TrueSight Smart Reporting - Platform. If you are creating a custom role, you must assign the following activities to the role according to the permissions required. For details on creating Capacity Optimization roles and assigning activities, see Adding-and-managing-roles.

The following table lists the default TrueSight Capacity Optimizationroles and activities that are specific to TrueSight Smart Reporting - Platform, their capabilities, and associated permissions.

Capacity Optimization

Out-of-the-box roles (Default)

Capacity Optimization

Activity (for custom roles)

Capabilities

Permissions

Capacity Administrator

Admin – Reporting

and

Administration section – Edit

Can register TrueSight Capacity Optimization with TrueSight Smart Reporting - Platform and have access to the all sections and reports in TrueSight Smart Reporting - Platform.

The users can perform all administrative activities including editing of datasource properties and importing or exporting the configuration of folders, reports, views, or dashboard.

  • Create, Read, Update, and Delete views, reports, and dashboards
  • Export Reports to CSV, PDF, XLS, and DOC
  • Email Reports
  • Publish or Broadcast Reports
  • Export or Import report configuration
  • Edit datasource properties
  • Save reports to a local or shared disc (available only when you apply Patch 1 of TrueSight Reporting 20.02)

Capacity Planner

Admin – Reporting

and

Reports – Publish

Can perform all administrative activities except editing of datasource properties and importing or exporting the configuration of folders, reports, views, or dashboard.

  • Create, Read, Update, and Delete views, reports, and dashboards
  • Export Reports to CSV, PDF, XLS, and DOC
  • Email Reports
  • Publish or Broadcast Reports
  • Save reports to a local or shared disc (available only when you apply Patch 1 of TrueSight Reporting 20.02)

Capacity Operator

Reports section – View

This is a read-only user that can only view the reports and dashboards and export reports.

  • Read reports and dashboards
  • Export Reports to CSV, PDF, XLS, and DOC
  • Email Reports


Reports – Publish

Can perform all actions related to reports and dashboards, including publishing or broadcasting reports.

This user cannot create views.

  • Create, Read, Update, and Delete reports and dashboards
  • Export Reports to CSV, PDF, XLS, and DOC
  • Email Reports
  • Publish or Broadcast Reports
  • Save reports to a local or shared disc (available only when you apply Patch 1 of TrueSight Reporting 20.02)

-

Admin – Reporting

Can perform all actions related to views and dashboards. This user can create, read, update, or delete private reports only, and cannot publish or broadcast reports.

  • Create, Read, Update, and Delete views and dashboards
  • Create, Read, Update, and Delete reports (private reports only)
  • Export Reports to CSV, PDF, XLS, and DOC
  • Email Reports
  • Save reports to a local or shared disc (available only when you apply Patch 1 of TrueSight Reporting 20.02)

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*