Overview

Report security enables you to create reports and share them with certain users in the organization. This provides an easy way to control which users will see which reports when they log in. This article covers how to set up and configure report security.

Report Security Overview

Adding Users to Report Security

Removing Users from Report Security

Managing Security for All Reports as an Administrator

Details

Report Security Overview

Report security enables Report Editors to control which users will see which reports when logging in to the Cosmos Portal. If a user is not assigned access to a particular report, that user will not see the report when logging in. 

Once a report is assigned to a user, the report will be visible to the user immediately if they are logged in to the Cosmos Portal without them needing to log back in. Additionally, anyone who has been assigned the role of Report Editor and has had a particular report shared with them will be able to check-out the report to edit it as well as manage security for the report. 

When a new report is created, the Report Editor that created the report will automatically be added as the only user assigned to security for the report until they add additional users. 

Adding Users to Report Security

To manage security for a report and add users, you will log in to the Cosmos Portal and navigate to the Reports section. You will then see a list of all reports that you have been added to. To manage security, first click the report that you want to set security for and you will then see the report details, which includes the Security section.

You will then see a list of all users that have been added to the Cosmos Portal and which ones currently have access. 

To give additional users access to the report, click the pencil icon on the far-right to edit the security for that user and then click the dropdown for the Scope box to the right of each user. The roles for each report are:

• None: The user does not have access to the report
• Run: The user can run the report but not edit it
• Run / Edit: The user can run and edit the report

Removing Users from Report Security

To remove a user from having access to a report, you will go into the Security menu for the desired report and set the access level to None. When a user is removed from a report the report will no longer be visible to them when they are logged in to the Cosmos Portal.

Managing Security for All Reports as an Administrator

If a report is removed for all users, or if the only user that has security assigned to a report is deleted from Cosmos, there is still a way to manage the report without it being stuck in a state where nobody can see it since nobody has security assigned.

If a Cosmos user has both the Report Editor and Administrator role assigned to them, when they go to the Reporting section, they will see all reports in the system and will be able to manage security for all reports. This way, you can go in and assign access to a report to other users in case the only person that had access to the report is removed from Cosmos or leaves the organization.