Permissions for Others to Edit Web Intelligence Report

security CMC
1

Hello Everyone! :slight_smile:

Here is the scenario, I send my Web Intelligence report to another person using the SEND TO feature and adding a hyperlink. The other person receives the email, clicks on the hyperlink and launches the Web Intelligence report. The problem I have now is that they can only VIEW the report.

I need them to be able to Edit the reportā€¦ add objects, delete objectsā€¦etcā€¦so the EDIT QUERY button is not present.

I have been playing around with the permissions and Iā€™m stuckā€¦
:hb: PLEASE help!!!:shock:

Shooga :us: (BOB member since 2008-07-16)

2

They should first try to save the report in their Favorites and then open the report from Favoritesā€¦that should let them edit it (unless you have restricted thier rights at an application level)

Thanks,

Naresh Ganatra :us: (BOB member since 2004-04-09)

3

In my humble opinion, a better way to handle this is to create a departmental folder for this user and the peers. Set up appropriate rights for the users in that department to edit reports in this folder. Then place your report in it.

I donā€™t like to mess with Inbox and Favorites because it can be a maintenance nightmare.

substring :us: (BOB member since 2004-01-16)

4

Thanks for the idea about folder management. Unfortunately with our new deployment we do not have our structure in place just yet as it is still in the planning stages, so for now I need to get the permissions working to edit a WebI report that is emailed to someone.

I tried the ā€œsaving featureā€ but when the end user clicks on ā€œDocumentā€, the only option they have is CLOSE.

I keep playing around with permissions but am unable to hammer it down. Will someone please give me the permissions path so I can make the ā€œSave Asā€ feature available for them?

And THANK YOU both so much for your assistance, I am still a newbie at BOE. :slight_smile:

Shooga :us: (BOB member since 2008-07-16)

5

Hi Shooga

Did you find out the answer?

I have been given access to Infoview online and my boss can access an ā€˜EDITā€™ button in the top left when opening a document in Personal Documents but it is not there for me. A permissions issue I guess.

Did you find out what permission needs changed on the account to allows web users to edit existing reports and create new ones?

dons83 (BOB member since 2009-08-12)

6

Hello.
I am trying my hardest to remember but I THINK that I had to give these accesess to the everyone group in All Folders.

Edit Objects
Edit Objects that the user owns.
Edit Query

Shooga :us: (BOB member since 2008-07-16)

7

Hi

You couldnt send me some screenshots of the process to do that could you from your system? This would help me explain to our system admin whi I cannot edit any of the reports that I have and only view them. My email is chris.lawrie@nhs.net if you have time that would be a great help! id doinf this mean that the Edit button returned and you could edit via Infoview?

Thanks

dons83 (BOB member since 2009-08-12)

8

Hi

Did you manage to find any screenshots on how to do this? I am actually not sure whether I even have WEBI or just INFOVIEW to be honest!

Thanks

dons83 (BOB member since 2009-08-12)