KnowledgeBase - Granting access to specific child profiles
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Granting access to specific child profiles

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Webtrends On Demand
Introduction
You need to grant Webtrends On Demand users access to specific child profiles without also granting access to the other child profiles in that parent/child profile set.
Next Steps
The following technique will allow you to grant view-only access to specific child profiles in a parent-child profile set without granting access to all child profiles under that parent profile. The technique uses a fairly restrictive set of action rights, so it is most effective for users who only need to view or export reports in select profiles but who will not need any level of administrative access.  Note that this technique is not role-based, so it may not be viable for environments in which all users must have assigned roles.

To apply these rights:

1.  If the user does not already exist, create the user from the Account Console (under Users > Add User). Select Custom User Rights under their role.

2.  In the Administrative Console, navigate to Application Settings > User Management > Users. Identify the user in question and click to edit.

3.  If the user in question is an existing user who has previously had a different set of Action Rights, first reset their rights. Under User Rights > Action Rights, click Clear All and then Save. Once this is done, reopen the Edit User window.

4.  Under User Rights > Action Rights, select the following rights:

  • Accounts - check the View box. This right is required to grant access to your On Demand environment.
  • Export To Microsoft Excel - check this option to enable the user to manually export to .mdb format.
  • Export Word, CSV, PDF Reports - check this option to enable the user to manually export to .doc, .csv, and .pdf formats.
  • Templates - check this View box only if the user will be allowed to see all templates associated with the profiles to which they have been granted access. Leave this option deselected if the user will be assigned access to templates on a per-template basis, as noted in step 6.
5.  Assign profile rights to any standard profiles the user should be able to view.  Under User Rights > Profile Rights, identify the specific profile(s) which this user should be able to view and check the View Reports box. (This will automatically check the View box.)  Do not add rights for child profiles at this time, unless it has been decided that the user will have access to all child profiles under any given parent profile. If this is the case, check the View Reports box for that parent profile.

6.  Under User Rights > Template Rights, identify the specific template(s) which this user should be able to view. This step is unnecessary if you granted the global Templates right under Action Rights in step 4. Also note that users will be able to see only the templates which are associated with the profiles to which they have been given access.

7.  Save and close the Edit User window. 

8.  Under Administration > Web Analysis > Reports and Profiles, navigate to the child profile(s) which this user should be able to view. 

9.  For each required child profile, select Edit Child Profile from the Action menu. Select Profile Access, scroll to the user in question, and check the View Reports box.  (This will automatically check the View box.)

The user should now be able to log in, click the View Profiles list, and be presented with a list of all profiles (including select child profiles) to which they have been granted access.


More Information
Validate this process in your environment with a test user accountto ensure that it works correctly and that you do not inadvertently grant unnecessary rights.
 
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