Page Comparison

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h2. Overview
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The following is a list of security functions available in Yellowfin and their associated definitions.  They have been grouped into sub sections to assist you to identify how and when these functions are used.

||Function||Description||
||General Permissions|| ||	
|Report Access CRUD|Allow users to log in to Yellowfin and view, edit, create, and delete reports|
|User Profile|Allow users to update their user profile|
|Draft Report List|Shows a list of draft reports on the user dashboard page|
|Favourites|Allow users to add reports to their favourites list|
|Export Reports to CSV|Allow users to export report results to CSV|
|Export Reports to DOC|Allow users to export report results to DOC|
|Export Reports to PDF|Allow users to export report results to PDF|
|Export Reports to RTF|Allow users to export report results to RTF|
|Export Reports to XLS|Allow users to export report results to XLS|
|Favourites|Allow users to add reports to their favourites list|
|Annotations CRUD|Allow users to Create, Read, Update, or Delete|
|Discussion Contributor|Allow users to access the discussion page and to read and write comments|
|Discussion Admin|Allow users to access the discussion page and read, write, and delete comments|
|Filter Sets|Bookmarks and Snapshots|Allows users to create orand use filterbookmarks sets|and snapshots|Public
Filter Sets|Allow users to create public filter sets|
||Dashboard Permissions|| ||
|Public Dashboards
CRUD|Allows users to create and edit Public dashboards.|
|Dashboard CRUD|Allow users to access the dashboard page and create their personal dashboard |
|Hide Dashboard Maximise Report|Hide the maximise option on dashboard reports|
|Hide Dashboard Report Menu|Hide the drop-down menu on reports on the dashboard|
||ReportPublic ListDashboards Permissions|| ||	
|Approval Administration|AllowCRUD|Allows users to seecreate and outstandingedit reportPublic approvalsdashboards.|
|Draft Public Reports|Allow users to see draft versions of public reports created by other users|Report List|| ||
|Hide Report List|Hide the report list page|
|Hide Advanced Report Search|Hide the advanced search on the report list page|
|Hide Columns Option (Report List)|Hide the columns option on the report list page. Users will not be able to change the columns displayed|
|Hide Report Details (Report List)|Hide the report details on the report list page|
||Report Builder Permissions|| ||
|Ad Hoc Reports|AllowsApproval Administration|Allow users to see outstanding report approvals|
|Draft Public Reports|Allow users to see createdraft versions Adof Hocpublic reports created by other users|
||Report Builder|| ||
|Report Types|Allow users to create freehand SQL reports, and Jasper reports|
|AccessPublic Reports FilterCRUD|Allow users to setcreate orand change the access filter on edit public reports|
|CustomVersioned Query FiltersReports|AllowAllows users to createarchive userreport promptresult dropsets, downdependent filterson populatedContent byCategory customVersion SQLHistory queriessettings|
|PublicSub Reports CRUDQueries|Allow users to create andsub editquery public reports|
|MIAd Hoc Reports|AllowAllows users to create ManagementAd InformationHoc reports|
|RefreshAccess Dashboard ReportsFilter|Allow users to set or achange the refreshaccess periodfilter on dashboard reports|
|Related Reports|Allow users to set up co-display, drill down and drill through functionality|
|Refresh Dashboard Reports|Allow users to set a refresh period on dashboard reports|
|CSV Reports|Allow users to write reports based on CSV files|
|Advanced CSV Functionality|Allow users to perform advanced operations on CSV reports such as selecting the data source|
|SubCustom Query QueriesFilters|Allow users to create sub query reports user prompt drop down filters populated by custom SQL queries|
|Min/Max default filter values|Allows users to set default values for cached filters to the minimum and maximum cached value.|
|Disable Cached Filter Values|Disable users from caching report filter values|
||Report Menu Permissions|| ||
|Hide Embed Links|Removes linksSSRS Reports|Allows users to embedcreate reportsSSRS and dashboards using the Javascript API|
|Hide External Links|Removes external direct links to reports and dashboardsReports|
||Report Menu|| ||
|Broadcast Reports|Allow users to broadcast reports on a one off or scheduled basis|
|Distribute Reports|Allow users to distribute reports on dashboard tabs to other users|
|Email Reports|Allow users to send an adhoc email copy of a report|
|Multicast Reports|Allow users to broadcast reports to external users|
|Hide Comments|Hide the comments menu item. Access to report comments will be removed.|
|Hide Open Report|Hide the open report menu item|
|Hide Report Details (Report Menu)|Hide the report details item on the report menu|
|Hide Report RefreshSQL|Hide thereport reportSQL refreshfrom menuusers. item|
|HideMulticast SQL|Hide report SQL from users. Reports|Allow users to broadcast reports to external users|
|Multicast Access Filter Reports|Allows users to broadcast reports with access filters to external users. The credentials of the user who creates the broadcast will be used to send the report to external users.|
|Hide Report Refresh|Hide the report refresh menu item|
|Hide Embed Links|Removes links to embed reports and dashboards using the Javascript API|
|Hide External Links|Removes external direct links to reports and dashboards|
||Storyboard|| ||
|Storyboards CRUD|Allows users to view, create, edit or delete Storyboards.|
|Storyboard Admin|Configuration PermissionsAllows users to edit and delete any private or public Storyboard.|
|Public Storyboards|Allows users to make a Storyboard public.|
|Storyboard Global Filters|Allows users to set global filters on Storyboards.|
||Collaboration|| ||
|Annotations CRUD|Allow users to Create, Read, Update, or Delete|
|Timeline|Allows users to access their timeline.|
|Connections|Allows users to connect to other users through their timeline.|
|Discussion Topics|Allows users to browse and contribute to discussion topics.|
|Discussion Admin|Allows users full access to all discussion topics, including private topics.|
||Configuration|| ||
|Configuration|Allow users to modify Yellowfin site parameters|
|Configure Logon ID|Allow users to specify how users are authenticated|
|Configure Page Format|Allow users to configure the page layout (integration settings, etc)|
|Configure Support Email|Allow users to set the support email address|
||Administration Permissions|| ||
|Client Organisation Management|Allow users to set up and manage client organisations.|
|Create and Edit Tags|Allow users to create and edit tags used in discussions|
|Import|Allow users to import content from XML files|
|Export|Allow users to export content to XML files for backup or transfer to another system|
|Category Access|Allow users to configure report categories|
|System Information|Allow admin users to view system information|
|Licence Management|Allow users to view Yellowfin licence details and upload new licence files|
|System Information|Allow adminCreate and Edit Tags|Allow users to create and edit tags used in discussions|
|Client Organisation Management|Allow users to view system informationset up and manage client organisations.|
|Filter Period Management|Allow users to choose which Predefined Date Filters are available|
|Translate Content|Allows users to translate user entered data on dashboards, reports and views.|
|Themes CRUD|Allows users to manage Storyboard Themes.|
||Data SourceSources & View PermissionsViews|| ||
|Data Sources CRUD|Allow users to create, edit, and delete data source connections|
|OLAP|Allow users to connect to OLAP data sources|
|Data Source Admin CRUD|Allow users to create, edit, and delete all data sources regardless of security restrictions|
|Source Filters|Allow users to create data source filters|
|Database Views CRUD|Allow users to create, edit, and delete Yellowfin views|
|Show Draft Views|Allow users to see views being edited by other users|
|Stored Procedures|Allow users to create views against stored procedures|
|Force Clone Views|Removes the option to edit existing views directly - users are forced to clone views to edit them|
|Hide DBMS Messages|Replaces error messages from DBMS with generic messages|
|Create CSV Table|Allow users to create CSV tables within a view|
||User Administration Permissions|| ||
|Disable profile email change|Stops users from changing their email address in My Profile|
|Hide profile password|Removes the password reset option in My Profile|
|Hide profile User ID|Removes the User ID option in My ProfileComposite Views|Allows users to create Composite Views.|
||User Administration|| ||
|User Management CRUD|Allow users to create, edit, and delete user accounts|
|Group Management CRUD|Allow users to create, edit, and delete user groups|
|Roles Management CRUD|Allow users to create, edit, and delete security roles|
|Hide profile password|Removes the password reset option in My Profile|
|Disable profile email change|Stops users from changing their email address in My Profile|
|Hide profile User ID|Removes the User ID option in My Profile|
|Named User|Allows a user to bypass concurrent logon limitations.|
|Restrict Visible Roles|Restricts the Roles that are visible to a user when adding new users and groups.|
||Web Services Permissions|| ||
|Web Services|This function is required for a user account that will be used to log in to Yellowfin web services|
|Disable Mobile Access|Stops a user from accessing reports via a native mobile application.|

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