BusinessObjects Enterprise Administrator's Guide

Setting the base rights on the Sales folders

Now that you have used the Publishing Wizard to add reports and create the appropriate folders and subfolders, you are ready to set the object rights for each level of reporting content.

The security requirements are as follows:

• All Sales staff can view worldwide reports.
• Sales staff can also view reports for their own regions. If the staff member is also a Manager, he or she can view and refresh reports from all regions.
• Sales Managers require Full Control access to the management reports.
• Sales Report Designers require custom administrative privileges to all Sales folders.

To set the base rights on the Worldwide Sales folder

1. Go to the Folders management area of the CMC.
2. Click the link to the Worldwide Sales folder.
3. On the folder's Rights tab, click Add/Remove.
4. In the Select Operation list, click Add/Remove Groups.
5. In the Available groups list, select Sales and Sales Report Designers.

Tip:    Use CTRL+click to select multiple groups.

6. Click the > arrow; then click OK.

You are returned to the Rights tab.

7. In the Access Level column, select the following rights for each group:
• Administrators: Inherited Rights
• Everyone: No Access
• Sales: View
• Sales Managers: Inherited Rights
• Sales Report Designers: This group requires additional rights to publish content to this folder. You will use advanced rights to make these changes in the next procedure. For now, leave the Access Level list with the default settings.
8. Click Update.

The Net Access column is updated to show your new security settings.

You now need to grant the Sales Report Designers group a set of advanced rights, so group members can administer all the Sales folders.

Related topics:    

• To proceed to the next step in this tutorial, see Creating a group of folder administrators.
• To return to the beginning of this tutorial, see Setting up an open system of decreasing rights.