Create a Report Permission Set

Create report permission sets to determine a user's level of access to reports. Users can only access reports that they have been assigned.

To create a report permission set:

1. In the object selector, select  Workspace, select View Workspaces List, and then select a workspace name.
2. From the  Main Menu, select  Summary & Settings.
3. On the Summary & Settings page, select Permissions, and then select Report.
4. On the Report permission sets page, select  Add.
5. In the Name field, enter a unique name.
6. In the Description field, enter a description of the permission set.
7. In the Privileges section, expand each category to assign privileges.
8. Select Save.

   Notes:

   • Workspace reports are automatically inherited by child workspaces but are only visible to users with appropriate security privileges. To ensure non-admin users can view a workspace report, either assign the users access to the specific report or assign privileges in the report's owning workspace.
   • To assign users access to all reports owned by a workspace, use the Security detail window on the Workspaces page. To assign users access to a specific report, use the Security detail window on the Report List page.
   • To assign a default report permission set to a user group, use the Default Permissions tab of the User Groups page.

Tips

• Provide clear permission set names and descriptions to help you manage permissions.
• You can duplicate existing permission sets by selecting the  Add  menu and selecting Duplicate. The Administrator (System) permission set cannot be duplicated.
• You can delete a permission set by selecting the profile and selecting  Delete. You can only delete permission sets that are not currently in use. The View Only (System) and Administrator (System) global permission sets cannot be deleted.