Tag reports and dashboards with roles

If you want only users with a specific role to access a shared report or dashboard, you can tag it with the name of the desired role.

You can tag only reports or dashboards that you own. To become the owner of a report or dashboard shared with you, copy it (see Copy a report or dashboard).

NOTE   If the role does not include access to Data Explorer, a tagged dashboard becomes the default homepage for people with this role.See Give users access to Data Explorer.

Prerequisites

  • Data Explorer permission—gives you read-only access to the Data Explorer asset browser page
  • Content Publishing permission—enables you to share reports and dashboards that you own to sharing groups you belong to

Page location

Data Explorer or Data Explorer > Reports

Procedures

Tag a report or dashboard with a role

For roles created in QM or Analytics

PREREQUISITE   
  • The role was created on the Application Management > Roles page.
  1. On the Data Explorer page, right-click the report or dashboard and select Tag from the drop-down list. The Tags window opens.

  2. Enter c1_role_ and then the name of the role.

    IMPORTANT    The role name must match the name that your organization uses. A list of roles is available on Application Management > Global > User Configuration > Roles.

    To add a role whose name is one word, enter the name.

    EXAMPLE   c1_role_Agent

    To add a role whose name is multiple words separated by spaces, enclose the tag in double quotes.

    EXAMPLE   “c1_role_East Coast Team Leader”

    To add multiple roles at the same time, enter them one after the other separated by a space.

    EXAMPLE   c1_role_Evaluator “c1_role_East Coast Agent”

  3. Click Add Tag.
  4. Click OK. The Tag window closes.

For roles created in WFM

Step 1: Find the role ID

PREREQUISITE   The role was created on the WFM > Permissions page.

  • On the Permissions page, click Edit (the pencil icon) next to the role. The Edit [role name] window opens. The role ID is at the top of the window next to the role name.

Step 2: Tag the report or dashboard with the role ID

  1. On the Data Explorer page, right-click the report or dashboard and select Tag from the drop-down list. The Tags window opens.

  2. Enter wfm_role_ and then the role ID.

    EXAMPLE   wfm_role_Teamleader

    To add multiple role IDs at the same time, enter them one after the other separated by a space.

    EXAMPLE   wfm_role_Teamleader wfm_role_Agent

  3. Click Add Tag.
  4. Click OK. The Tag window closes.