Associate a role with a report definition

In the Report Definition form (on page 1), associate roles with a report definition to restrict the availability of the report definition for various users. The roles that a user can associate with a report definition are listed in the Excluded list. When a role is associated with a report definition, it is moved to the Included list.

The following rules are implemented when associating a role with a report definition:

  1. In the Report Definitions view (on page 1), a super user (a user with the Administrator role) can see all report definitions that are associated with one or more roles. All other users can see only the report definitions associated with their roles.

  1. All users can associate any available role with a report definition.

  2. A super user can see all the roles defined in the system and associate any available role with the report definition.

  3. Other users can see only the roles that they belong to and can associate any of the available roles with the report definition.

The Excluded list displays all the roles available to a user.

  1. All users can create new report definitions that are not associated with any of the available roles. These report definitions are treated as private and are available only to the user who creates them. A private report is not available even to the super user.