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07-17-2020 08:47 AM
Hi,
We have reports that need to be shared with users in order for them to be run, or seen in dashboards. When we share the reports, the user has the ability to modify them. Is there a way to create a read only report that can be viewed by a user but not modified? The users in question may have to modify other reports.
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07-17-2020 08:52 AM
Hi Robert,
In the top right hand corner of the dashboard, there is a box with an arrow pointing up, select this and click "Add groups, users and roles".
You can choose to share with a group, user, or role. Once here, there is a drop down list at the bottom where you can select the level of permission you want to grant.
In your case, select "Can view".
Hope this helps!
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07-17-2020 08:52 AM
Hi Robert,
In the top right hand corner of the dashboard, there is a box with an arrow pointing up, select this and click "Add groups, users and roles".
You can choose to share with a group, user, or role. Once here, there is a drop down list at the bottom where you can select the level of permission you want to grant.
In your case, select "Can view".
Hope this helps!
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07-17-2020 08:59 AM
How about in stand alone reports?
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07-17-2020 09:17 AM
I would suggest as Ankur did below and navigate to the sys_report table and go to the specific report you want to restrict. From there at the bottom you can add roles to restrict access to a role:
If you want a role to be able to read the report, I believe you will have to give them read access to the underlying table. Without the read access they won't be able to click on the widget and view the underlying data.
Just be sure to add roles to groups and then users to the groups. This way managing the roles and permissions is a lot easier.
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07-17-2020 09:53 AM
I would encourage you to check the links shared in my previous comment.
I believe you will have to take the ACL route here.
Regards
Ankur
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader