Assign User Permissions

The following description shows how to assign user permissions for the BEYOND Reports extension. The permission sets provided are:

Permission Set Description
BYD REPORTS ADMIN • Activate BEYOND Reports License
• Setup BEYOND Reports
• Define custom field captions
• Define custom report names
• Create and edit placeholders for reports
• Create and edit HTML texts
• Create and edit HTML text templates
• Add and move fields in reports
• Create reports with BEYOND Reports
BYD REPORTS USER • Create and edit HTML texts
• Create and edit HTML text templates
• Create reports with BEYOND Reports
BYD REPORTS READER • Create reports with BEYOND Reports (no permissions for the above mentioned features and options)

To assign the permission set for BEYOND Reports to a user, proceed as follows:

  1. Open the search function from the role center (ALT+Q).
  2. Search for Permission Sets and click on the appropriate search result.
  3. The Permission Sets page is displayed.
  4. Select one of the above permission sets from the list.
  5. Click Related > Permissions > Permission Set by User in the menu bar.
    bydreports-permission-sets
  6. The Permission Set by User page is displayed.
  7. Show the filter area (SHIFT+F3) and pick Extension Name and the value BeyondReports as filter criteria.
  8. The list is filtered to the permission sets of BeyondReports.
  9. Select the check box on the right side of the page for the user or users to whom you want to assign the permission set.

You have assigned a permission set for BEYOND Reports to a user. Note that users with the SUPER permission set have all rights, i.e. you do not need to give this user any additional rights.