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kate_green
kate_green
Helper ⭐️⭐️
November 7, 2017
New Idea

Restrict/Manage Report Builder Permissions

  • November 7, 2017
  • 19 replies
  • 440 views
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?

      19 replies

      dstokowski
      dstokowski
      Gainsight Employee ⭐️⭐️
      November 7, 2017
      It is definitely in our plans to support permissioning on folders in our short term roadmap (next releases in early 2018)
        kate_green
        kate_greenAuthor
        Helper ⭐️⭐️
        November 7, 2017
        Thanks Denise - love your use of the word "definitely" ;) 
          dstokowski
          dstokowski
          Gainsight Employee ⭐️⭐️
          November 8, 2017
          We plan to release the folder and permission for dashboard folders first
            rick_devoe
            January 24, 2018
            Any word on this? It's early 2018 🙂
            venky_reddy_k
            venky_reddy_k
            Helper ⭐️
            January 24, 2018
            Permissions on dashboard folders is releasing this winter. Allowing the CSMs to build their own reports is on our roadmap thats gaining increasing weight by day.  Folders in both reports and dashboards is going to help that ask / feature. Will update here again when we actually take that feature up.
            sai_ram
            sai_ram
            Expert ⭐️⭐️
            February 22, 2018
            Hey, You can find the above enhancements in our Winter Release. Our Winter Release notes is out,please refer this article. This will help you in configuring. Thanks for sharing 🙂
            leanne
            leanne
            Contributor ⭐️⭐️⭐️⭐️⭐️
            March 13, 2018
            I would also appreciate ANY permissioning we could do for Reports, whether it's at the folder level, or on individual reports, or even just a profile level control.  We'd love to open up the ability to create reports to more people, but I'm terrified someone's going to delete a report we've created and shared on a dashboard, without realizing it. 
            darkknight
            darkknight
            Expert ⭐️
            March 13, 2018
            This idea says Implemented...but I don't think Report Builder permissions were implemented, right?
            Jeff Kirkpatrick
            dan_ahrens
            dan_ahrens
            Expert ⭐️⭐️⭐️
            March 14, 2018
            We released dashboard permissions with the Winter (February) release but ran into some unexpected issues and had to temporarily turn off that functionality. We will re-enable it soon.
            VP of Customer Success at Forcepoint
            darkknight
            darkknight
            Expert ⭐️
            March 14, 2018
            Was that the Who ID/What ID stuff? I read over the release notes but didn’t realize that was the permissions piece. The concept wasn’t exactly clear (to me anyway) but I didn’t have an opportunity to spend much time on it.
            Jeff Kirkpatrick
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