This section describes how roles are created and managed within Yellowfin. Roles are allocated to users and define a set of functions that the user is permitted to access within the system. The role list is accessible via the Admin Console. As a default you will have a number of pre-configured roles. These are listed below.
When Yellowfin is initially deployed a standard set of roles is provided to you. These are:
Administrator |
The Yellowfin Administration role has access to database and user administration functions. These functions include managing users, groups and other configuration parameters. |
---|---|
Public Writer |
The Yellowfin Report Public writer has access for creating and editing Public reports. |
Report Consumer |
The Yellowfin Report Consumer can only read reports that have been published to the Public repository. |
Report Writer |
The Yellowfin Report Writer has access to favourites, a dashboard and Private report creation. |
In order to create a new role you will need complete the following:
Mandatory |
This means that once this role has been created, and at least one user assigned the role, when users are deleted Yellowfin will check the role to ensure there is always at least one user with this role in the system. So if you try to delete the only user assigned the Mandatory role you will experience the following error: |
Default Role |
This means that when a user is created in Yellowfin, either by an Administrator, or through LDAP, they will be assigned this role unless otherwise specified |
Guest Role |
Guest roles are used for accessing external content. |
Create |
INSERT new records |
Read |
SELECT records from the database |
Update |
UPDATE records in the database |
Delete |
DELETE records in the database |
In order to edit the permissions assigned to a role, or make a duplicate copy of a role to manipulate use the drop down list next to the role name on the Admin Console.
In order to delete a role use the drop down list next to the role name on the Admin Console. You will then be prompted to confirm the deletion on a separate page.
Note: if there are users attached to a role you choose to delete, the users will also be removed from the system.