Share a report in TS with other users or roles, and choose what each of them may do with it: read it, change it, delete it or share it on.
Before you start
- You need the Share permission on the report. You have it on the reports you create yourself. Other reports can be shared by a system administrator.
- The users and roles you share with must already be set up in TS. See How to set up Permissions and Roles.
Share a report
- Go to Middle Office › Reports › Reports and select the report you want to share.
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Select Sharing in the toolbar.
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In Report Permissions, select the plus button to add a permission. The window lists who has access to the report now, with one row for each permission.
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In Enter new permission, choose the user or role from the list at the top. You can type part of the name to find it.
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Select the permission to give. To give several at once, hold down Ctrl and select each one, or hold down Shift to select a range.
- Select OK.
Permissions
- Read: see the report and run it.
- Update: change the report's settings and save them.
- Delete: remove the report.
- Share: give other users and roles access to the report, or take it away.
Remove a permission
- In Report Permissions, select the row with the permission you want to remove.
- Select the minus button.
Result
The user or role is listed in Report Permissions, with a row for each permission you gave.