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Basic and Security Roles Guideline

Use these guidelines to configure roles in a way that ensures appropriate access to features, protects sensitive data, and supports your organization’s governance model. This topic builds on the general role setup described in the Roles topic by offering best practices and examples for assigning permissions to the predefined Basic and Security roles.

Because role assignments and permissions contain sensitive information, only authorized personnel should view or modify these settings.

RoleDescription
BasicAssign to users who access existing reports, dashboards, and views, and who may create their own versions. This role should not allow system-wide changes or administrative privileges.
SecurityAssign to administrators or super-users who manage data models, OLAP cubes, governance rules, distribution jobs, and environment configurations.
tip

Assign each role to a test account and verify that the permissions support only the expected tasks, without exposing unnecessary features.

Configure the basic and security roles​

  1. From the navigation panel, click the gear icon. The Administration page opens.
  2. Select Security, then Roles.
  3. In the Manage dropdown, select whether general roles or data model roles.
  4. Select the Security or Basic role. A list of permissions appears below.
  5. Select the recommended permissions for general roles or data model roles.

Administration​

PermissionBasicSecurity
Manage Security✓
Manage Global Parameters✓
Manage Global Variables✓
Manage Distribution✓
Manage External Locations✓
Manage Global Scripts✓
Manage Application Links✓
Manage Global Selection Pages✓
Manage License Information✓
Manage Dictionnary✓
Languages✓
Manage Excel Publish✓
OLAP Manager✓
Create Installation Template✓
Manage Installation Template✓
Import Template✓
Manage Data Warehouse✓
Manage Reporting Trees✓
PermissionBasicSecurity
Organize Navigation Panel Data Models✓
Organize Navigation Panel Views✓✓
Create Data Model✓

Folder​

PermissionBasicSecurity
Create✓✓
Rename✓✓
Delete✓✓

Dashboard​

PermissionBasicSecurity
Rename✓✓
Change Publish for✓✓
Change Owner✓✓
Lock or Unlock✓✓
Open✓✓
Create✓✓
Design✓✓
Save As✓✓
Delete✓✓
Subscribe to Distribution✓✓
Add other emails in To, CC and Bcc✓
Send Comment✓✓
Export✓✓
Print✓✓
Use Filtering Function✓
Remove Filters✓✓

Reports​

PermissionBasicSecurity
Rename✓✓
Change Publish for✓✓
Change Owner✓✓
Lock or Unlock✓✓
Open✓✓
Create✓✓
Design✓✓
Save As✓✓
Delete✓✓
Subscribe to Distribution✓✓
Add other emails in To, CC and Bcc✓
Send Comment✓✓
Export✓✓
Print✓✓
Use Filtering Function✓

Excel Add-in​

PermissionBasicSecurity
Formula wizard✓✓
Formula drill-down✓✓
Data Entry✓✓
Link to formula✓✓
Pivot Table✓✓
Pivot Table Refresh✓✓
Duplicator✓✓
Data Extraction✓✓
Data Extraction Refresh✓✓
Prompt✓✓
Quick Prompt✓✓
Create Static Copy✓✓
References Configuration✓✓
Change Password✓✓
Open View✓✓
Refresh Formulas✓✓
Data Model Configurations✓✓
Environment Configurations✓✓
Reporting Tree Selector✓✓
Reporting Tree Node Selector✓✓
Reporting Tree Duplicator✓✓

Workbook​

PermissionBasicSecurity
Copy Folder✓✓
Rename✓✓
Create✓✓
Save As✓✓
Delete✓✓
Ribbon✓✓

OLAP Manager​

PermissionBasicSecurity
Add and Save Cube✓
Copy and Delete Cube✓
Navigation✓
Build✓
Load All✓
Refresh✓

Data Model​

PermissionBasicSecurity
Design✓
Copy Data Model✓
Overwrite Data Model✓
Manage Selection Page✓
Manage Data Model Parameters✓
Manage Stored Procedures✓
Translate Data Model✓
Manage Info Pages✓
Execute Info Pages✓✓
Create Documentation✓
View Documentation✓✓
Rename✓
Delete✓

View​

PermissionBasicSecurity
Rename✓✓
Change Publish for✓✓
Change Owner✓✓
Lock or Unlock✓✓
Edit Prompt Selection on Open✓✓
Open✓✓
Save✓✓
Create✓✓
Save As✓✓
Delete✓✓
Subscribe to Distribution✓✓
Add other emails in To, CC and Bcc✓
Send Comment✓✓
Export✓✓
Print✓✓
Use Data Entry✓✓

Calculated Column​

PermissionBasicSecurity
Create✓✓
Edit✓✓
Delete✓✓

Filter​

PermissionBasicSecurity
Create✓✓
Save✓✓
Rename✓✓
Change Publish for✓✓
Change Owner✓✓
Lock or Unlock View✓✓
Apply Predefined Filters✓✓
Delete Predefined Filters✓✓
Use Filtering Function✓✓
Edit Advanced Filter✓
Remove Filters✓