Configure report type security

Use the Security tab to control who can create or view reports of this report type.

Security options

You can use the following options to create the security for a report type:

  • Viewable by creator only

  • Viewable by selected security groups

  • Viewable by users with the System: Submit Reports access grant

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Configure security for a report type

To configure the security for a report type:

  1. Open the Security tab of the report type.

  2. Complete the fields in the Security window as described in the table below:

    Note: The report manager (any PPM user with the System: Edit All Reports access grant) can override the security group settings.

    Table 8-8. Report Type window Security tab field descriptions

    Field Name

    Description

    Reports can be submitted and viewed by

    Select the users who can view and submit the report. Options include:

    • All users with Report Browsing access. Users with the System: Submit Reports access grant can view and submit the report.

    • Only users in the allowed Security Groups. Only users included in the selected security groups can view and submit the report.

    The following fields are enabled only if the value for Reports can be submitted and viewed by is set to Only users in the allowed Security Groups.

    Users in the allowed security groups can submit, but each report can only be viewed by its creator

    The results of the report is viewable only to its creator.

    Restricted Security Groups

    Select one or more security groups that cannot use this report type.

    Allowed Security Groups

    Select one or more security groups that can use this report type.

    Always restrict new Security Groups

    If you select this option, any new security groups are automatically added to the Restricted Security Groups list.

    Note: Only security groups that have both the Edit Report Types and View Report Types access grants are shown in the Restricted Security Groups and Allowed Security Groups fields.

  3. Click OK.

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