Restricting Configuration for Charts and Reports

Restrict who can view and edit configurable Accolade charts and reports by assigning the chart or report to one or more access groups. Process Designers with matching access group permissions set in their user profile will be able to view or edit the chart or report.

Note:  The access groups that display for selection are based on your access group permissions as defined in your user profile. Additionally, access group settings for the chart or report must match the user permissions of other Process Designers in order to display for them. For an overview of how to use access groups to restrict configuration components, see Restricting Configuration via Access Groups Overview.

To restrict online charts and reports configuration:

1. From the System menu, select Content Sources > Charts & Reports Manager.
2. Do one of the following:

• To add a new chart or report - Click Add New in the upper right corner of the page and create the chart or report.
• To edit an existing chart or report - Click the name of the chart or report to open it for editing.

You must either be an owner of the existing chart or report, or it must be set as Available to Configuration in the Shared Charts & Reports section.

3. Under Configuration Access Groups, click to select the access group(s) to which this chart or report belongs.

The access group(s) displayed are based on the current user's access group permissions. Only access group(s) to which you have Edit permissions are selectable. However, parent access group information is visible for access groups to which you have View permission.

The chart or report is selected to the highest level access group listed by default. Note that the chart or report is only added to access groups that are checked. It does not propagate to child access groups unless those child groups are checked.

Process Designers with matching access group permissions will be able to navigate to and edit the chart or report, depending on their individual access group permissions.

4. Click Save to save your changes.