Reporting Security Roles

You can use the Reporting Security role to assign and restrict permissions for viewing, creating, designing, and scheduling reports within vFire Core.

Before you start

You must have Security Roles setup selected in the Admin tab of your own General Access security role before you can assign or remove permissions for any security roles.

  1. Closed Display the Reporting Security Role details window, if it is not already on screen.

    Select the Menu button , then Admin, and then select System Administration. The System Administration window is displayed . In the Explorer pane, locate the System group , scrolling up or down if necessary. You may need to expand the group to see the options within it.

    Expand the Security Roles group in the Explorer pane , scrolling up if necessary. Select the type of role you want to view from the list in the Explorer pane. A browse table displays all of the existing roles of this type. Now you can create, update or rename a security role of this type.

    The pre-defined role All typically has all role options selected. However, some of the options are not selected by default and you should explore the permissions set before assigning the role.

    If you want to create a role, select and assign the role a name in the Role Name field. To view or update a role, select the role in the browse table and select .

  2. Choose the settings you wish to assign to the security role:

    3. Reporting Analysts with this role can access Reporting. This also enables you to set other reporting permissions for this role.

    Clearing this option will prevent all access to reporting for Analysts with this role
    Schedule Admin Analysts with this role can view and delete report schedules created by other Analysts
    Scheduling Analysts with this role can run and schedule reports
    Designer Analysts with this role can design and maintain reports
    Security Select this option to control this role’s access to reporting categories available on the Reporting window. Clear this option to allow Analysts with this role to access any reports in the system.

    Beneath the general settings, there are two tables. The upper one shows the available report categories. Each one corresponds to a folder of reports that can be viewed in the Report Designer. The lower table shows the report categories that are already added to the currently selected role

  3. To add reports to a role, select the report in the Select Reports table, and select Add to List. You can add all the available reports to the list by selecting Add All to List.
  4. To remove a report from a role, select the report in the Selected Report List table and select Remove. You can remove access to all reports that have been enabled for the role by selecting Remove All.
  5. Select to save the changes and close the window. Provide the Change Reasons if prompted to do so.