Providing access to additional reports for Vendors

Eugene Kuchynski — Fri, 23 Apr 2021 08:44:51 GMT

Current Revision posted to Wiki by Eugene Kuchynski on 4/23/2021 8:44:51 AM

By default, Vendor role allows access only to one report - Vendor performance.

However, you may create another custom reports or QuickReports which you may wish to provide your vendors access to. This topic describes how to do this. First of all, open list of Reports or QuickReports and write down name of a report you wish to grant access to.

In the navigation panel, select Other/Tools > Roles.
Double click on Vendor role to edit it.
Switch to Type permissions tab and find Report row (create it if needed).
Click Edit button to open editing form.
Create a new Object permission and specify the following criteria using built-in criteria builder.
If you wish to provide access to several reports, change condition to And to Or at top.
Select OK and set Allow for a created permission.
Save a role to apply changes.
Log in using vendor's account.
Select Reports and verify that a new report is added to the list.
Open this report and try to select a vendor in the Parameters panel. As you see, logged in contractor can select only himself/herself.

Tags: Roles, Security

Providing access to additional reports for Vendors

Eugene Kuchynski — Wed, 17 Jul 2019 07:47:50 GMT

Revision 1 posted to Wiki by Eugene Kuchynski on 7/17/2019 7:47:50 AM

By default, Vendor role allows access only to one report - Vendor performance.

Note. Object type for custom reports - Report Data V2, for QuickReports - Dashboard.

In the navigation panel, select Other/Tools > Roles.
Double click on Vendor role to edit it.
Switch to Type permissions tab and find Report Data V2 row (create it if needed).
Double click on it to open editing form.
Create a new Object permission and specify the following criteria using built-in criteria builder.
If you wish to provide access to several reports, change condition to And to Or at top.
Select OK and set Allow for a created permission.
Save a role to apply changes.
Log in using vendor's account and open Translation assignments.
Select Reports and verify that a new report is added to the list.
Open this report and try to select a contractor in the Parameters panel. As you see, logged in contractor can select only himself/herself.

Tags: Roles, Security