From the level of the repository, it is possible to share dashboards, reports and Excel reports. To provide a user with access to data in a report or dashboard, it is necessary to share also (with at least the right to preview) the data models used by a given report or dashboard.
Objects are shared in BI Point by selecting a data model and then the option Manage Permissions on the screen with the report repository screen.
You can select multiple elements at the same time:
To share an element with a user, select Manage Permissions and then Add Permissions.
Select the user the list, assign a priviledge and then select Add Permissions.
Hovering the mouse cursor over Grant Permissions shows the information about possible permissions that can be assigned to the user.
Depending on the selected permission level, people who gain access will be able to perform different actions:
- Unlimited
can perform all available actions and manage permissions
- Limited
can open and copy a folder with its content, but cannot modify or share elements in the folder with others
- Preview
can view a folder and open all its elements
- Denied
have no permissions to a folder and its elements
The last step is to select Save Changes so that the permissions are saved correctly.
To remove a permission assignment from a user or user group, click on the red bin icon in the list and then save the changes.
When attempting to delete the shared object, a window pops up to inform that the object has been shared with another user.
In order to permanently delete a report or dashboard, you need to confirm the deletion of the object.