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From 'Users' option in the menu, the user with Security Admin permissions, can choose to manage Users or User Groups.
CXO Reporting Suite allows the admins to set Permissions, Point of View Security Filters or Report Permissions at a User level or a Group of users.
Type of users
There are differences in the type of users that will login to CXO uses.
- Light User
- Regular User
- Report Builder
- Admin
Simple examples of the different roles are as follows:
Permissions inheritance
Each user or user group can be member of one or more user groups. This can be set through the Main Tab inside Create New User / New User Group or Edit User / Edit User Group popup.
- When a user or user group is member of a user group, he will inherit all permissions from it (i.e. Permissions, Point of View Security Filters or Report Permissions).
- When a user or user group is member of more user group, he will get the sum of all permissions from all the user groups he is member of.
- In addition to the permissions inherited from the user group a user or user group is member of, additional permissions can be set for the specific user / user group.
- The inheritance hierarchy can be an deep as needed, i.e. it is possible to create basic user groups with permissions to be applied to most users (e.g. 'basic group') and then have additional user groups with more advanced permissions (e.g. 'group 1') who are member of the 'basic group', and then more complex user groups (e.g. 'group 2') who are member of 'group 1' and so on. Users member of 'group 2' will inherit permission both set for 'basic group' and for 'group 1'.
Permissions inheritance allows to optimize the maintenance of users and user groups..
Inherited permissions can't be removed. When creating or editing a user or user group, inherited permissions will appear in the popup as selected and disabled, while permission set for the single user or user group will appear selected but enabled.
Unselecting the option 'Show inherited permissions, only permissions set for the specific user or user group will appear.
Duplicated Permission
When a permission is both inherited and set for the current user or user group a symbol will appear close to the permission. It is suggested to remove duplicated permission to avoid potential problems.
e.g.
- A user is given 'Report Admin' permission
- In a second time, when more admin are needed, a user group 'Report Admin' is created (with 'Report Admin' permission) and the user is set as member of the group
- After a period for any reason, the admin wants to take out the 'Report Admin' permission from the user. He will remove the user from the 'Report Admin' group and think this is enough, while as the user had the 'Report Admin' permission set previously on himself, even if he is no more member of 'Report Admin' user group, he will still maintain the capabilities associated to 'Report Admin' permission.
To remove duplicated permissions:
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Security setup
The security can be created on the user and the user groups. For less maintenance on the security it is advised to have the security set on the groups. The user will be member of a group and all the Permissions, Point of View Security Filters or Report Permissions set on the group will apply for the members of the group.