Manage Permissions
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This section explains the access modes, entities, scopes, and how to add permissions in Bold Reports®.
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All permissions are available to users in the
System Administratorgroup or to those designated with the permission entity ofAll Permissions. Additionally, users with the permission entity of Specific Permissions for corresponding resources, such as Category, Data Source, Dataset, Report and Schedule, can manage specific permissions related to those resources. -
Permissions can be directly added to both users and groups through the Add Permission dialog.

Permissions are classified in the following structure.
- Entity – Scope – Access Mode
Entity
| Entity | Description |
|---|---|
| All Categories | Provides permission to access all categories with the chosen access mode. |
| All Data Sources | Provides permission to access all data sources with the chosen access mode. |
| All Datasets | Provides permission to access all datasets with the chosen access mode. |
| All Reports | Provides permission to access all the reports with the chosen access mode. |
| All Schedules | Provides permission to access all schedules with the chosen access mode. |
| Reports in Category | Provides permission to access reports in a specific category with a chosen access mode. |
| Specific Category | Provides permission to access a specific category with the chosen access mode. |
| Specific Data Source | Provides permission to access a specific data source with the chosen access mode. |
| Specific Dataset | Provides permission to access a specific dataset with the chosen access mode. |
| Specific Report | Provides permission to access a specific report with the chosen access mode. |
| Specific Schedule | Provides permission to access a specific schedule with the chosen access mode. |
Scope
The scope selection is limited to Specific Resources type.
Access Mode
| Entity | Description |
|---|---|
| Read | Provides read permission for the chosen entity. |
| Read and Write | Provides read and write permission for the chosen entity. |
| Read, Write, Delete | Provides read, write, and delete permission for the chosen entity. |
| Download | Provides download permission for the chosen entity. |
| Create | Provides permission to create the chosen entity. |
Add permissions
The add permission section is divided into two sections.
- All Resources
- Specific Resources
NOTE: It is not possible to select multiple access modes.
All Resources
To assign multiple permissions, select multiple resource entities and one access mode.

Specific Resources
To assign multiple permissions for specific resources, select multiple scopes, one entity, and one access mode.

Manage users permissions
Please visit Manage User Permissions for more information on how to add and manage permissions for a user.
Manage group permissions
Please visit Manage Group Permissions for more information on how to add and manage permissions for a group.