Assign System Role Permissions to a Query

When you specify the properties of a query or the default query permissions for a folder, you can select whether users can generate or edit the query. For more specific security rights, you can assign advanced permissions by system role. For a smart query A smart query is a tool that enables you to use a previously defined query, known as a definition, to perform complex calculations for parameters you specify., you assign permissions to access and manage the query together. For an ad-hoc query An ad-hoc query is a tool that enables you to select, group, and list records that meet a set of conditions you define. It provides access to all of your data and helps you answer specific organizational questions., you can assign permissions to generate or edit the query separately.

After you grant rights to generate or edit a query for selected roles, the Allow all users to run this query and Allow all users to edit this query checkboxes or the Allow other users to modify this query checkbox are disabled on the Set save options tab.

For users without rights to edit an ad-hoc query, the Edit task on the Queries tab of the information library is disabled when they select the query.

For users without rights to modify a smart query, the query does not appear on the Queries tab of the information library.

  1. When you add or edit the query, select the Set save options tab.

  2. Select Advanced permissions. The Assign permissions screen appears.

  3. Select whether to assign query permissions for all application users or only those in specific system roles. If you select Selected roles, under System roles, manage the rights for each role. To grant rights to a system role, select the role and select Grant. To deny rights, select Deny. To undo a selection, select Clear.

    Note: For an ad-hoc query, you can only grant edit rights for system roles with rights to generate the query. On the Edit query tab, you cannot select All roles unless all roles are granted rights to generate the query.

  4. After you assign advanced permissions, text appears to describe the defined permissions. To edit the permissions, select Advanced permissions.

  5. Select OK. You return to the Set save options tab.