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 |
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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 |
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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 |
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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. |