What are user roles?

User roles define the access to all program features, objects, and data in XLReporting. You can create as many roles as you want, and then assign one or more role(s) to each user. User roles consist of 3 elements:

  • Permissions - enable or disable access to program features.
  • Permits - assign custom permits to define granular controls in models.
  • Data filters - restrict the data that users can view and save.

Create user roles

You can create a user role in two ways:

  • Click on Define - New in the sidebar menu.
  • Click on the Actions - Create new button of an existing user role. This also enables you to make a copy of an existing group.

Either way, the rest of the process is the same, and you can enter a name for your new user role and define its settings:

screenshot account user roles

This page also shows all current users that have been assigned to this user role.

You can also watch the instruction video.

Settings

You can define the settings for the user role via these fields:

  • Name - enter a name. This must be unique within all your user roles.
  • Description - enter an (optional) description. This is helpful to document your various user roles.
  • Active/locked - activate or lock a user role. When locked, the permissions of this user role (and therefore all users assigned to this role) are revoked.
  • Group - select how this user role is to be shown in the menu navigation.

Permissions

You can enable or disable the access to every individual program feature:

  • Dashboard - enable the Dashboard menu.
  • Process - enable the Process menu. This is an alternative menu navigation of objects that follows your own processes.
  • Analyze - enable the Analyze menu.
  • Define - enable the Define menu.
  • Create dashboards - allow users to create and edit their own dashboards.
  • Publish dashboards - allow users to publish their dashboards to other users.
  • Run reports - allow users to run reports.
  • Change layouts - allow users to edit report layouts.
  • Run models - allow users to run models.
  • Save models - allow users to save data they entered into models.
  • Import data - allow users to import data by running defined imports.
  • Export data - allow users to export data from data sets.
  • Edit data - allow users to manually edit the content of data sets.
  • Create new - allow users to create new objects.
  • Define reports - allow users to define reports.
  • Define models - allow users to define models.
  • Define imports - allow users to define imports.
  • Define data sets - allow users to define data sets.
  • Edit tenant - allow users to edit your account's company details.
  • Users - allow users to define other users (this is usually an administrator task).
  • User roles - allow users to define user roles (this is usually an administrator task).
  • Groups - allow users to define groups (this is usually an administrator task).
  • Scripts - allow users to define advanced scrips in data sets, imports, reports, and models. This is for advanced use, and this setting is disabled by default. Read more about scripts.
  • Transfer objects - allow users to transfer objects between tenants by exporting and importing configuration files.
  • Show console - allow users to access the console to debug objects. Read more about debugging.
  • Access API - allow users to access the API without going through the web application.
  • Contact us - allow users to contact the XLReporting support team through the Support menu (you may choose to disable this if you prefer to support your users internally within your own company).

Permits

Permits enable you to define granular controls in models. You can assign permits (one or more custom codes) to user roles, and use the PERMIT() function in your models. This function returns true if the user in the current session has been assigned the given permit (that is, if at least one of the roles that have been assigned to the user has this permit), else false. This enables you to control what the user is allowed to do within the model, for example by locking or hiding cells, making certain calculations, disabling the save button etc.

Please note that permits are case-sensitive.

Data filters

You can select one or multiple filters to restrict the data that users can view and save. The list of fields shows all your data sets with all their columns, and you can set a filter for each field:

screenshot account user roles filters

So in above example, users assigned to this role will only be able to view data that is limited to company "UK" and unit "100". Users with different roles can be given access to the same report, yet they would see differently filtered data, based on their role. This is a powerful feature that helps to segment and protect your information in a very simple way.

The Type field designates what the filter is used for. You can define filters for view actions (run report, run model) and save actions (run import, save model).

You do not need to add anything to the definition of reports, imports, or models. The filters will automatically be applied whenever a user runs a task that relates to a data set for which you have defined a filter.

Actions

When defining a user role, you can use the Save and Actions buttons in the right-top of the screen:

screenshot account user roles actions

These buttons enable you to do the following:

  • Save - save your changes
  • Actions - open a dropdown menu with further options:
    • Create a new user role (or copy one)
    • Delete this user role
    • Export data or print
    • Review user roles
Recommended reading:
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