Role Based Permissions (RBP) is a customizable method of managing permissions in your company. You can use RBP to grant capabilities at a granular level based on the specific work that a person does. RBP is made up of two parts: Groups and Roles.
You can define Groups based on job codes, locations, relationships, and more. This granularity allows the groups to be both targeted and dynamic. For example, you can create permissions for employees with reporting job codes in the USA that enable them to create and run reports specifically for employees in the USA. As soon as someone is given a Reporting position, they are immediately granted the appropriate permissions.
The figure, Common Table Report Builder Roles, describes different roles available in Table Report Builder and the actions you can perform based on the role you are assigned to.
- Administrator: Manages Table Report Builder permissions and grants access to create and view reports.
- Creator: Creates customized reports and shares them across the organization.
- Viewer or report consumer: Runs reports and exports report data specifically configured for their team or group. Viewers cannot edit or delete reports.