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Grant access to reports, dashboards, and calendars

Last update: Mon Aug 12 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Admin

As an ÃÛ¶¹ÊÓƵ Workfront administrator, you can use an access level to define a user’s access to reports, dashboards, and calendars, as explained in Access levels overview.

This access also includes access to External Pages. For information about External Pages, see Grant access to financial data.

NOTE
  • If you want grant users access to reports, dashboards, and calendars, you must also give those users access to filters, views, and groupings. For instructions, see Grant access to filters, views, and groupings.
  • When someone shares a report, dashboard, or calendar with another user, the recipient’s rights on it are determined by a combination of two things: The recipient’s access level setting for reports, dashboards, and calendars and any permissions that the sharer granted for the report, dashboard, or calendar
For information about permissions users can grant on a report, dashboard, or calendar when sharing it, see Share reports, dashboards, and calendars.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

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ÃÛ¶¹ÊÓƵ Workfront plan Any
ÃÛ¶¹ÊÓƵ Workfront license Plan
Access level configurations

You must be a Workfront administrator.

NOTE: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

Configure user access to reports, dashboards, and calendars using a custom access level

  1. Begin creating or editing the access level, as explained in Create or modify custom access levels.

  2. Click the gear icon on the View or Edit button to the right of Reports, then select the abilities you want to grant under Fine-tune your settings.

    reports_access.png

    The following options are enabled by default:

    • Create

    • Delete

    • View Built-In Reports: This needs to be selected to see reports built by Workfront.

    • Share

    • Share Reports Publicly: Reports can be shared publicly, by sharing a public link to the report with anyone that does not have a Workfront account. This option must be selected to allow for this level of sharing.

    • Share System-wide: Reports can be shared with everyone in the system who has a Workfront license. This option must be selected to allow for this level of sharing.

      For information about sharing reports, dashboards, and calendars, see Share reports, dashboards, and calendars.

  3. (Optional) To configure access settings for other objects and areas in the access level you are working on, continue with one of the articles listed in Configure access to ÃÛ¶¹ÊÓƵ Workfront, such as Grant access to tasks and Grant access to financial data.

  4. When you are finished, click Save.

    After the access level is created, you can assign it to a user. For more information, see Edit a user’s profile.

Access to reports, dashboards, and calendars by license type

For information about what users in each access level can do with issues, see the section Reports in the article Functionality available for each object type.

Access to shared reports, dashboards, and calendars

As the owner or creator of a report, dashboard, or calendar, you can share it with other users by granting them permissions to it, as explained in Share reports, dashboards, and calendars.

When you share any object with another user, the recipient’s rights on it are determined by a combination of two things:

  • The permissions that you grant to your recipient for the object
  • The recipient’s access level settings for the object’s type
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