Editing a Report Security Rule
To edit a report security rule
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On the Navigation Tree, click Report Warehouse, then click Document Management and select Document Types.
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Do one of the following:
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Click the name of a document type, to which the rule is assigned.
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Select the document type, by clicking anywhere on the row, and then click
.
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Select the Report Security tab at the top of the page.
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Do one of the following:
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Click the name of a rule that you want to change.
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Select the rule, by clicking anywhere on the row, and then click
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The Security Rule page appears.
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Make the necessary changes.
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To set trustees for the report security rule, click the Rule Rights tab.
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Click the User Groups or Roles heading to expand hidden sections. To assign a report security rule to a user group, role, or user, drag the appropriate trustees from the left pane to the right pane.
NOTE: The Security Rule page has the Rule Rights tab only for existing rules.
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Click Save. The Security Rule page appears.
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Click Save. The system saves the modified rule to the database and displays the updated Report Security page, if the operation is completed successfully.
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