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Manage Permissions

  • This section explains the access modes, entities, scopes, and how to add permissions in Bold Reports.

  • All permissions are available to users in the System Administrator group or to those designated with the permission entity of All 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. Add Permission

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.
All Groups Provides permission to create new groups, except for importing groups from third parties.
All Permissions Users with the Manage Access mode can delegate permissions for all resources listed on the users and groups management page. However, access to permissions is granted only if the user possesses specific Group permission or the Create and Manage permission for Users and Groups.
All Settings Provides permission to access all settings pages with the Manage access mode.
Users and Groups Grants access to user and group management with the Create and Manage access mode, excluding the Manage Permission page. To access this page, delegate permission is required.
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.
Specific Group Permission is granted to access specific groups using the Manage access mode, with the exception of the Manage Permission page. To access this page, delegate permission is required.
Specific Permissions Provides permission with the Manage Access mode to delegate permissions for specific resources on the users and groups management page. Access to permissions will be granted only if the user has specific group permission or the Create and Manage permission for Users and Groups.
Specific Settings Provides permission to access specific settings pages with the Manage access mode.

Scope

The scope selection is limited to Specific Resources and Specific Settings types.

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, and 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.
Manage Provides permission to manage the chosen entity.
Create and Manage Provides permission to create and manage users and groups.

Add permissions

The add permission section is divided into four sections.

  • All Resources
  • Specific Resources
  • All Settings
  • Specific Settings

NOTE: It is not possible to select multiple access modes.

All Resources

To assign multiple permissions, select multiple resource entities and one access mode.

All Resources

Specific Resources

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

Specific Resource

All Settings

Multiple entities and access modes cannot be selected in All Settings. However, you can assign Create permission for All Groups, Manage permission for All Permissions and All Settings, and Create and Manage permission for User and Groups.

All Settings

Specific settings

To assign multiple permissions, select multiple scopes, one entity, and one access mode.

Specific Settings

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.