Roles

The roles define what a user can do in Nectari. Two types of roles exist: General Roles and Data Model Roles.

  1. In the Administration section , click the Security drop-down menu in the left pane.
  2. Select Roles.
  3. In the upper right-hand corner, use the Manage drop-down list to select the type of roles you want to edit.
  4. Select the appropriate access options.
  5. Click Apply Changes when finished.

General Roles

General roles are grouped in these main categories: Administration, Command Center, Folder, Dashboard, Reports, Excel Add-in, Web Workbook and OLAP Manager.

Category Roles
Administration

Manage Security

Manage Global Parameters

Manage Global Variables

Manage Scheduler

Environment & Data Sources

Manage Global Scripts

Manage Application Links

Manage Global Selection Pages

Manage License Information

Manage Dictionary

Languages

Manage Excel Publish

OLAP Manager

Create Installation Template

Manage Installation Template

Import Template

Manage Data Warehouse

Manage Reporting Trees

Command Center

Organize Command Center Data Models

Organize Command Center Views

Create Data Model

Folder

Create

Rename

Delete

Dashboard

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

Reports

Rename

Change Publish for

Change Owner

Lock or Unlock

Open

Create

Design

Save As

Delete

Subscribe for Distribution

Add other emails in To, Cc and Bcc

Send Comment

Export

Print

Use filtering function

Excel Add-in

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

Rename

Create

Save As

Delete

Toolbar Visibility

OLAP Manager

Add and Save Cube

Copy and Delete Cube

Navigation

Build

Load All

Refresh

Data Model Roles

These roles will define what the user can do with data models, such as creating data models, exporting a view, and creating calculated columns.

By default, three roles are installed with Nectari (SECURITY, BASIC, MANAGER). These roles can be changed by selecting them or new roles can be created if required.

Data model roles are grouped in these main categories: Data Model, View, Calculated Column, Filter.

Category Roles
Data Model

Design

Copy Data Model

Overwrite Data Model

Manage Selection Pages

Manage Data Model Parameters

Manage Stored Procedures

Translate Data Model

Manage Info Pages

View Info Pages

Create Documentation

View Documentation

Rename

Delete

View

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

Edit Advanced Filter

Calculated Column

Create

Edit

Delete

Filter

Create

Save

Rename

Change Publish for

Change Owner

Lock or Unlock View

Apply Predefined Filters

Delete

Use Filtering Function