==========================
Report Designer/Access
==========================

The **Report Designer/Access** page allows user to

-  view and change report owner
-  view list of sharings
-  add and remove sharings


View List of Sharings
=====================

#. Open an existing report if not
   already open.
#. Click Access in the left menu.
#. Report's current sharings will be listed, showing the people being
   shared with and the access rights.

   .. _Report_Designer_Access:

   .. figure:: /_static/images/Report_Designer_Access.png
      :width: 1050px

      Report Designer - Access |br|

To remove sharings:

-  To remove a sharing, click the remove icon (x) at the end of that
   row.
-  To remove multiple sharings at the same time, tick the check-box in
   front of each row, then click the Remove Selected icon (that looks
   like a waste basket).

User can also edit the sharings, then click Save at the top to save.

   For details of a sharing, see `Add a Sharing`_ section.

Add a Sharing
=============

#. Click the Add Sharing button above the list to add a new row in the
   list:
#. Select the type of user group to share with: Everyone, Role, User or Tenant (for Global reports only).
#. Select the specific Tenant, Role or User (not applied for Everyone option).

   *  For Tenant, click the plus icon to open Select Tenant pop-up.

      .. figure:: /_static/images/Access_Rights_Tenants.png
         :width: 593px

      #. Select one or more tenants or tenant groups.
      #. Click OK to close the pop-up. |br|

   *  For Role, click the plus icon to open All Roles pop-up.

      .. figure:: /_static/images/Access_Rights_Roles.png
         :width: 593px

      #. Type a partial name into the search box and click the search
         icon (🔍).
      #. Only matching roles will be displayed.
      #. Select one or more roles then click OK to close the pop-up. |br|

   *  For User, click the plus icon to open All User pop-up.

      .. figure:: /_static/images/Access_Rights_Users.png
         :width: 895px

      #. Select either User Name, Email Address or Role to search for.
         Select All to search for all fields.
      #. Type a partial name into the search box and click the search
         icon (🔍).
      #. Only matching users will be displayed.
      #. Select one or more users then click OK to close the pop-up. |br|

#. Select an Access Right (See details in List of Access Rights table
   below).
#. Click Save button at the top to save the list.

.. list-table:: List of "Share With" Options
   :class: apitable
   :header-rows: 1

   *  - **Share With Value**
      - Specific User
      - Specific Role
      - Specific Tenant or Tenant Group
      - Everyone
   *  - **Interaction**
      - All roles of User
      - This Role
      - All roles of tenant/tenant group |br| (for Global reports only)
      - All roles of tenant/system


.. list-table:: List of Access Rights
   :class: apitable
   :header-rows: 1

   *  - Interact with |br| shared report
      - Full Access
      - Quick Edit
      - Save As
      - Locked
      - View Only
      - No Access
   *  - **View the report with filter interaction**
      - ✔
      - ✔
      - ✔
      - ✖
      - ✔
      - ✖
   *  - **View the report with NO filter interaction**
      - ✖
      - ✖
      - ✖
      - ✔
      - ✖
      - ✖
   *  - **Modify the report in Quick Edit mode**
      - ✔
      - ✔
      - ✔
      - ✖
      - ✖
      - ✖
   *  - **Modify the report in Report Designer**
      - ✔
      - ✖
      - ✔
      - ✖
      - ✖
      - ✖
   *  - **Save changes in the report**
      - ✔
      - ✖
      - ✖
      - ✖
      - ✖
      - ✖
   *  - **Save As changes in the report**
      - ✔
      - ✔
      - ✔
      - ✖
      - ✖
      - ✖
      
      
      
.. list-table:: The Effect of Access Rights on Category Availability
   :class: apitable
   :header-rows: 1

   *  - Access Right
      - Full Access
      - Quick Edit
      - Save As
      - Locked
      - View Only
      - No Access
   *  - **Visible Category**
      - ✔
      - ✔
      - ✔
      - ✔
      - ✔
      - ✖
   *  - **Categories allowed for saving reports**
      - ✔
      - ✖
      - ✖
      - ✖
      - ✖
      - ✖  

.. list-table:: Access Rights Precendence (Higher Right covers lower ones)
   :header-rows: 1
   :widths: 50

   *  - **Access Right**
   *  - Full Access
   *  - Save As
   *  - Quick Edit
   *  - Locked
   *  - View Only
   *  - No Access

View and Change Report Owner
============================

The Report Owner is displayed next to the report name.

To change Report Owner:

#. Click the plus icon to open All Users pop-up.
#. Select either User Name, Email Address or Role to search for. Select
   All to search for all fields.
#. Type a partial name into the search box and click the search icon
   (🔍).
#. Only matching users will be displayed.
#. Select the user then click OK to close the pop-up.
#. Click Save button at the top to save the report together with the
   owner.