List of application privileges

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1. Overview

Application privileges control whether a user has access to certain application functionality, such as using the toolbar or context menu while working with dashboards and other views.

Dundas BI administrators can allow or deny application privileges when creating or editing a user account or group. In most cases, when a privilege is denied, it means the user can no longer see or access the corresponding user interface element (e.g., toolbar, button, menu, or menu item). In addition, a denied privilege also means the user cannot exit or escape out of the related user interface mode. For example, if the Full Screen privilege is denied for a user, and that user receives a link to a full screen dashboard, then the user will not be able to exit full screen mode while viewing the dashboard.

Note that administrators have all privileges and cannot be denied any specific privilege.

Allow or deny application privileges when adding a new account
Allow or deny application privileges when adding a new account

2. List of privileges

PrivilegeDescription
Create Tokens Provides non-administrators the ability to create account-specific parameter tokens.
Unsafe Transform Access Allow the user to create data cubes using manual SQL or MDX, which may be unsafe.
Toolbar Show the toolbar for designing and viewing dashboards. Does not apply to toolbar in metric set designer.
Context Menu Show the right-click menu (application-wide).
Edit Show the Edit button in the toolbar and right-click menus (including the Explore window).
Edit Copy for Analysis Show the Edit Copy for Analysis button in the toolbar and right-click menus. 
Full Screen Show the Full Screen button in the toolbar.
Share Show the Share button in the toolbar.
Note Show the Note button in the toolbar and Note, Add Note options in right-click menus.
Notification Show the Notification button in the toolbar and the Notifications option in the Profile screen. 
Data Binding Panel Show the Data Binding Panel button in the toolbar and right-click menu for a selected data visualization.
Re-Visualize Show the Re-Visualize button in the toolbar and right-click menu for a selected data visualization.
Modify Data Show the Modify Data (PoP, states, formulas) button in the toolbar and right-click menu for a selected data visualization.
Setup Interactions Show the Set Up Interactions button in the toolbar and right-click menu for a selected data visualization.
Change Data Show the Drill Down, Drill Up, and Change Levels option in right-click menus while viewing a dashboard.
Sorting and Filtering Show the Sort and Filter options in right-click menus (including table headers) while viewing a dashboard.
Data Preview Show the Data Preview dockable window (which includes performance statistics).
Store View Personalization Allow the saving of personalized settings such as the state of filters while viewing dashboards. This applies to non-admin accounts only because personalization is never stored for administrators.

3. Examples

3.1. Grant "Share" privilege to all users or groups except to some

Note
The Everyone group implicitly contains all users of the system. Its membership cannot be changed, however you can still asssign privileges and custom attributes to this group. All privileges allowed or denied on this group are inherited by all accounts or groups belonging to this group.

The example shown is using the Everyone group, but the same concept applies to any other group.

On the Group Details screen, set the "Share" privilege to allowed but not denied.

Share privilege allowed for
Share privilege allowed for "Everyone" group

Accounts or groups that are members of this group have the "Share" privilege allowed and this is non-editable as it is inherited from the group.

New account with inherited privilege from
New account with inherited privilege from "Everyone" group

Result:

Account has Share privilege
Account has Share privilege

To deny this specific account or group the "Share" privilege, you need to tick off the Deny checkbox.

Share privilege denied
Share privilege denied

Result:

Account does not have Share privilege
Account does not have Share privilege

3.2. Deny "Share" privilege to all users or groups except to some

The example shown is using the Everyone group, but the same concept applies to any other group.

On the Group Details screen, uncheck both the Allow and Deny checkboxes.

Both
Both "Allow" and "Deny" checkboxes unchecked

Accounts or groups that are members of this group have will also have both Allow and Deny checkboxes unchecked, which means they don't have the Share privilege, but it's possible to allow this privilege since the Deny checkbox is not checked off.

New account with inherited privilege from
New account with inherited privilege from "Everyone" group

Result:

Account does not have Share privilege
Account does not have Share privilege

To grant this specific account or group the "Share" privilege, you need to check off the Allow checkbox.

Share privilege granted
Share privilege granted

Result:

Account has Share privilege
Account has Share privilege

4. See also

Dundas Data Visualization, Inc.
500-250 Ferrand Drive
Toronto, ON, Canada
M3C 3G8

North America: 1.800.463.1492
International: 1.416.467.5100

Dundas Support Hours: 7am-6pm, ET, Mon-Fri