Restrict/Manage Report Builder Permissions
None
We want to grant permissions to some of our CSM team to be able to view and create reports in Report Builder, using this approach, so that the admins don't always have to be asked to pull reports for them. I was hoping to be able to manage the repository by only allowing these users access to certain folders.
For example, we have many reports that exist on dashboards and the 360, that we don't want these users to make changes to. It would be nice if they could have "permission" to only view/create reports within a specific folder in the repository so that the entire repository wouldn't be flooded.
Is this something that is currently possible? If not, any plans for further granularity when it comes to allowing access to Report Builder?
For example, we have many reports that exist on dashboards and the 360, that we don't want these users to make changes to. It would be nice if they could have "permission" to only view/create reports within a specific folder in the repository so that the entire repository wouldn't be flooded.
Is this something that is currently possible? If not, any plans for further granularity when it comes to allowing access to Report Builder?
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This link explains the purpose and examples of WhoID/WhatID: https://support.gainsight.com/Release_Notes/Current_Release_Notes/1Release_Notes-Version_5.11_Februa...
Here are the details on the dashboard permissions that we had to roll back. https://community.gainsight.com/gainsight/topics/rolling-back-dashboard-permissions-enhancements-shi...
also, I misspoke a little when I indicated report permissions. That is coming next right after dashboard permissions.
Jeff will take your feedback on the WhoID and WhatID and review our documentation and explanations of that.
Voting for this as well. It would be nice if we could restrict users to only be able to create a new report or save a copy of an existing one. I believe this is how SF’s default reporting permissions work. This way we could open up the report builder to as many people as we wanted without fear that critical reports could be deleted or modified.
Echoing the above sentiments and voting for this as well - would love more granular permissions around reporting as in SFDC, to give people ability to view reports without them having to be nested in a dashboard, but not give them abilities to create new reports
Hi@angelo.morlani
We do have plans for End User Reporting. Today you can open up report builder to end users but we do not have enough access controls to stop them from changing reports. We want to provide permissions on reports too so that you can open it to end users
Is there an update here? It’s been a while… This would be a game changer for us as well.