Body
Purpose
- To provide instruction on granting permission to view a report in TeamDynamix
User
- TeamDynamix Administrator
Environment
Rationale
- TeamDynamix has three levels of visibility for reports:
- Global: All signed-in users can see the report
- Owner: Only the user who created the report can see it
- Share with groups/people: Users included the list of a selected group
- Only the report owner may grant viewing permissions to a report. As of Fall 2023, reports can now be owned by a group, in which case any member of that group may edit the report or share it.
Procedure
- Access the production TeamDynamix interface
- Locate the report
- Click on the title of the report
- Click the Action button
- Select Edit from the drop-down
- In the report editor, scroll down to the Set the visibility of this report section
- Select from the following options:
- Owner: Visible to anyone in the group or if a single person, visible to only that person
- Owner and people in these Groups (recommended): This option makes the report visible to the users listed in selected groups and allows them to run the report, make copies, etc; use the magnifying glass icon in the search field to search for people / groups if you do not already know the name.
- Everyone with this Application (not recommended): This option makes the report visible to all signed-in users; use sparingly to avoid cluttering other people's list of report
- If you want the report to appear in the left hand navigation, leave the box unchecked
- Click the Save button
Notes
The option "Do not show this report in the navigator" determines if the report appears in the left-hand navigation. If you have a lot of reports and you always include everything in the left hand navigation, it can become unwieldy. If the report will be access from a desktop, we recommend checking this box to remove it from the left hand navigation. The left-hand navigation should be reports that you use regularly and do not appear on a desktop.