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Permissions

Templates Management

The service creates the following permissions:

  • Create Custom Templates (create-report-template) allows the creation of new customized templates.

  • Edit Custom Templates (update-report-template), allows the updating of customized templates.

  • Delete Custom Templates (delete-report-template), allowing to delete customized templates.

These permissions are available under the Reports Category and are not associated with roles.

Roles must be created or edited manually in Access Control to include the permissions.

Reports Generation

To request a report generation, you must have your permissions defined accordingly for each template type. Refer to Permissions for more details.

To allow editing the default values and filters for report generation through the user interface, the following permission is provided:

  • Edit Report (edit-report)

View Dashboards

You must have the view-dashboard permission to access and view the KPIs available in the Dashboard section.

Use Case

The user must create application-customized templates and edit filters and general details before requesting the report generation.

To achieve these actions, the user must have the following permissions:

  • Create Custom Templates (create-report-template) - for creating the templates.

  • Generate Application Report (generate-application-report) - for requesting the application report generation.

  • Edit Report (edit-report) - editing the filters and general details before generating the report.