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Assign Permissions to Roles

Wyn Enterprise allows administrators to grant role-based permissions to secure confidential information. Navigate to the Account Management settings page and follow the below instructions to assign permissions to a role in Wyn Enterprise,

  1. Navigate to the Role Management tab, select the role to provide the permissions to and navigate to the Permissions tab.
    Naviagate To Role Management - Select Role

  2. Select the Permissions using the check-boxes. For example,

    • If you want to allow the role to print reports, click on the Print Report check box.
    • If you want to deny permission to view document infomration, unselect the View Document Information check box.

    Assign Permissions

  3. Click Save to assign selected permissions to the role.

    Note: There are two additional permissions for the Organization Administrator role under the Management section, which are disabled by default -
       Assign Manager User: Allows an organization administrator to assign/unassign the Manager User permission to the organization administrator role(s) of his sub-organization(s).
       Manager User: Allows an organization administrator to create, edit, and delete the users in his organization(s) or sub-organization(s).

Various Permissions

Permissions that can be assigned to user roles in Wyn Enterprise are listed and described below,

DATA

Permission Description
Create Data Source To allow users to create Data Sources.
Create Data Model To allow users to create Data Models.
Create Dataset To allow users to create Datasets.

DASHBOARD

Permission Description
Create Dashboard To allow users to create Dashboards.
View Dashboard To allow users to view Dashboard data.

REPORT

Permission Description
Create Report To allow users to create Reports.
View Report To allow users to view Report data.
Export Report To allow users to export Report data.
Print Report To allow users to print Reports.

PORTAL

Permission Description
Schedule Report / Dashboard To allow users to create Scheduled Tasks on Reports and Dashboards.
View Resource Portal To allow users to access the Resource portal. Access to Resource Portal is required to create Data Sources, Data Models, and Datasets.
View Revision To allow users to view Revision Logs of the documents.
View Document Information To allow users to view document information using the info icon.

MANAGEMENT

Permission Description
Allow Sharing To allow users to share documents.
Allow to Translate Document Name To allow users to translate document name to their native language using Language Resources.
Allow Downloading To allow users to download documents. When a user has download permission, Downlaod option appears in the Document list.

DATA MONITORING

Permission Description
Create Data Monitoring To allow users to create data monitoring using alerts and notifications.
View Data Monitoring To allow users to view data monitoring alerts.

OTHERS

Permission Description
Create Webpage To allow users to integrate a URL in Wyn Enterprise.