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,
Navigate to the Role Management tab, select the role to provide the permissions to and navigate to the Permissions tab.
Select the Permissions using the checkboxes. 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 information, unselect the View Document Information check box.
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. |
Export Raw Data | To allow users to export raw data in Excel format. |
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. |