Reports security commands

The following commands control access to the options available from the Reports list window.

Keep in mind that the navigation for accessing commands in the Helix ALM web client is different than the desktop client, but command security enabled in the desktop client applies to the same commands in the web client.

Command Provides access to: More information
Add Reports Create > Report Adding external reports also requires the Add External Reports command.
Mark Reports As Shared Options in the Share drop-down list when a report is selected Allows users to share reports with other users (everyone, users, customers, or security groups). Requires the Add Reports, Edit Own Reports, or Edit Shared Reports commands.
View Own Reports Edit > View when a private report is selected  
View Shared Reports Edit > View when a shared report is selected  
Edit Own Reports Edit > Edit when a private report is selected

Edit button in the View Report window if the report is private

Edit button in the Live Charts pane in the Folders list window if the live chart is private
 
Edit Shared Reports Edit > Edit when a shared report is selected

Edit button in the View Report window if the report is shared

Edit button in the Live Charts pane in the Folders list window if the live chart is shared
 
Delete Own Reports Edit > Delete when a private report is selected  
Delete Shared Reports Edit > Delete when a shared report is selected  
Duplicate Own Reports Edit > Duplicate when a private report is selected  
Duplicate Shared Reports Edit > Duplicate when a shared report is selected  
Run Own Reports Print and Preview buttons on Reports list window

Private live charts in the Live Charts pane in the Folders list window
Lets users run reports and live charts they created only.
Run Shared Reports Print and Preview buttons on Reports list window

Shared live charts in the Live Charts pane in the Folders list window
Lets users run shared reports and live charts.
Add External Reports Create > Report > <external report> Requires the Add Report command.