Managing roles

You can assign predefined security roles, or create custom ones.

There are four predefined roles:

  • Administrator
  • Developer
  • NewsStand User
  • User
You can associate one or more roles to a user. Creating new roles lets you customize authorization profiles for your reporting system. For example, you can make it so certain users can only view the reports of a particular app.

You can give a role the rights to do specific actions on an entity type, but you cannot set rights to a single entity. For example, you can design a role that gives the right to view all reports related to a particular app. You cannot give a role rights to view only some of the reports available in an app.

Creating new roles

Do the following:

  1. Click Admin in the main menu.
  2. Select Security roles from the drop-down list.
  3. Click Create role.

    The Create role form appears.

  4. Enter a Name for the new role.

    The name should describe the role.

  5. Enter an Description (optional).
  6. Leave the Enabled check box selected.

    If you deselect the flag, the role will be saved, but ignored by the Qlik NPrinting Engine.

Adding apps to roles

A role must have at least one associated app. You can also check All apps to authorize users with the assigned role to use all available apps.

Do the following:

  1. Click Roles in the User menu.
  2. Select the app from the Available items list.
  3. Move the selected app to the Selected items list.

Adding permissions to apps

You can add permissions to apps, connections, filters, reports, publishing tasks, published reports, and destinations. The permissions are applied only to the added apps. It is possible to create very specific actions for a single app.

  • Apps: users can View, Edit, or Delete the associated apps.
  • Connections: users can View, Edit, Create, or Delete connections to the selected apps. Reload metadata allows users to run a cache refresh. We recommend enabling this option for developers.
  • Filters: users can View, Edit, Create, or Delete filters in selected apps.
  • Conditions: users can View, Edit, Create, or Delete conditions.

  • Reports: users can View, Edit, Create, Delete, Preview, Edit template or Subscribe
  • Publish tasks: users can View, Edit, Create, Delete or Run now publish tasks.
  • Import tasks: users can View, Edit, Create, Delete or Run now import tasks.

  • Published reports: users can access reports in NewsStand. Users can Preview, Download, or Delete a published report.
  • Destination: users can View, Edit, Create, or Delete destinations related to the apps.
  • On-Demand reports: users can Create On-Demand reports

Setting permissions for users

You can allow users to perform the following actions on users profiles:

  • Users: View, Edit, Create, or Delete user profiles.
  • Groups: View, Edit, Create, or Delete groups.

Setting administrator permissions

You can allow users to perform the following actions:

  • Security: users can View, Edit, Create, or Delete security related entities.
  • Settings: users can View or Edit settings.
  • Engines: users can View, Edit, Create,or Delete engines.

When you finish, save the role in the repository by clicking Create.

Copying roles

If you are making a new role that is very similar to an existing role, you can save time by copying the original. For example, you may want to make a new role that is similar to the Developer role, but has some rights exceptions.

Note: If you copy an Administrator role, it will inherit all rights, except for task execution view permission. Only the Administrator role created during installation can view task execution.

Do the following:

  1. Click Admin in the main menu.
  2. Select Security roles from the drop-down list.
  3. Click the Actions gear icon next to the role you want to clone.
  4. Click Copy in the drop-down list.
  5. A new form will open. The copied role can be edited the same as a new role, described above.

When you finish, save the role in the repository by clicking Create.

Adding roles to users

Do the following:

  1. Click Admin in the main menu.
  2. Select Users from the drop-down list.
  3. Click on the user name in the list to add roles.

Applying roles

You can add or remove user roles at any time. To set permissions for the user, you must first create a role, and then associate it with the user.

Do the following:

  1. Click Roles in the User menu.
  2. Select the available role in the Available items list.
  3. Move it to the Selected items list.
  4. Confirm and save to the repository by clicking on the Update user roles button.