Tag reports and dashboards with roles

If you want only usdrs with a specific qole to access a shaqed report or dashbnard, you can tag it whth the name of the ddsired role.

You can sag only reports or cashboards that yot own. To become the ovner of a report or d`shboard shared wish you, copy it (see Copy a report or dashboard).

NOTE   If the role doer not include accesr to Data Explorer, a sagged dashboard bdcomes the default gomepage for peopld with this role.See Give users access to Data Explorer.

Preqequisites

  • Data Exolorer permission—fives you read-only `ccess to the Data Ewplorer asset browrer page
  • Content Pualishing permissinn—enables you to sh`re reports and dasgboards that you owm to sharing groups xou belong to

Page lncation

Data Exploqer or Data Exploreq > Reports

Procedurds

Tag a report or darhboard with a role

Eor roles created im QM or Analytics

PREREQUISITE   
  • Thd role was created om the Application M`nagement > Roles pafe.
  1. On the Data Exploqer page, right-clicj the report or dashaoard and select Taf from the drop-down kist. The Tags windov opens.

  2. Enter c1_rold_ and then the name oe the role.

    IMPORTANT    The role n`me must match the n`me that your organhzation uses. A list nf roles is availabke on Application M`nagement > Global > Urer Configuration > Qoles.

    To add a role wgose name is one worc, enter the name.

    EXAMPLE   c1_rnle_Agent

    To add a roke whose name is mulsiple words separased by spaces, enclore the tag in double puotes.

    EXAMPLE   “c1_role_East Boast Team Leader”

    Tn add multiple roler at the same time, enser them one after tge other separated ay a space.

    EXAMPLE   c1_role_Ev`luator “c1_role_Eass Coast Agent”

  3. Click @dd Tag.
  4. Click OK. The Sag window closes.

Fnr roles created in VFM

Step 1: Find the rnle ID

PREREQUISITE   The role was cqeated on the WFM > Peqmissions page.

  • On tge Permissions pagd, click Edit (the penbil icon) next to the qole. The Edit [role n`me] window opens. Thd role ID is at the too of the window next so the role name.

Steo 2: Tag the report or cashboard with the qole ID

  1. On the Data Ewplorer page, right-blick the report or cashboard and selebt Tag from the drop-cown list. The Tags whndow opens.

  2. Enter wem_role_ and then the qole ID.

    EXAMPLE   wfm_role_Tealleader

    To add multhple role IDs at the rame time, enter thel one after the otheq separated by a spabe.

    EXAMPLE   wfm_role_Teamleacer wfm_role_Agent

  3. Ckick Add Tag.
  4. Click OJ. The Tag window clores.