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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 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.

    Screenshot 2024-10-25 at 12.08.20 PM

  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 users from their 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.

Create 3D Scene

To allow users to create, edit, and view 3D scenes.

View 3D Scene

To allow users to view 3D scenes and 3D models.

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 names to their native language using Language Resources.

Allow Downloading

To allow users to download documents. When a user has download permission, Download 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.

Create Document Binder

The Create Document Binder permission is available only if the user has View Report or View Dashboard permissions. The checkbox for Create Document Binder is disabled, so users cannot enable it directly. They can view a prompt explaining that this permission depends on having view access to reports or dashboards. If View Report and View Dashboard permissions are removed, Create Document Binder will automatically be unchecked, ensuring that document creation aligns with viewing permissions.

Send Alert Via API


Task with High Priority

Tasks created by users with this permission will be lined up at the front of the Scheduler Service task queue at runtime. Global admin and every organization or role can apply this setting however, a few organizations may not see this permission when the Enable Strict Permission Management is enabled. Note that, this permission is always True for the Global Administrators.

This permission will affect only the report-related, dashboard-related, document binder, COT, and cached model tasks.