Roles
The roles define what a user can do in Nectari. Two types of roles exist: General Roles and Data Model Roles.
- In the Administration section
, click the 
Security drop-down menu in the left pane. - Select
Roles. - In the upper right-hand corner, use the Manage drop-down list to select the type of roles you want to edit.
- Select the appropriate access options.
- Click Apply Changes when finished.
General Roles
General roles are grouped in these main categories: Administration, Command Center, Folder, Dashboard, Reports, Excel Add-in
| 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 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 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 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 |