Symptom
Default Roles Available in Canvas (previously Online Report Designer or ORD) with Restricted Action and Un-Restricted Action.
Environment
Online Report Designer
Reproducing the Issue
Log in to Analytics >Go to Admin>Select the Role Maintenance.( Please note this option will be visible if the user has the required permission)
Cause
NA
Resolution
Below are the default roles available, Customer can also create custom roles by creating a New Role and assigning the below permission to that particular role, based on customer requirement.
Admin1 Role
Un-Restricted Actions (11)
- Edit Footnotes
- Menu Building
- View All Menus
- Site Statistics
- Target Maintenance
- Edit Measure Overrides
- Query Workspace
- Workforce Planning
- Workforce Planning Admin
- Workforce Planning Financials
- FTP Configuration
Restricted Action (14)
- Edit Users
- Edit User Roles
- Data Capture
- Document Upload
- Detailed Reporting
- Detailed Reporting for Audit
- Data Explorer
- Drill to Detail
- Analytics Workspace
- Report Distributor
- Report Designing
- Report Designing Admin
- Report Transfer
- Question Maintenance
Designer Role
Restricted Actions (24)
- Edit Users
- Edit User Roles
- Edit Footnotes
- Menu Building
- View All Menus
- Site Statistics
- Target Maintenance
- Edit Measure Overrides
- Data Capture
- Document Upload
- Query Workspace
- Detailed Reporting
- Detailed Reporting for Audit
- Data Explorer
- Drill to Detail
- Workforce Planning
- Workforce Planning Admin
- Workforce Planning Financials
- Analytics Workspace
- Report Distributor
- Report Designing Admin
- FTP Configuration
- Report Transfer
- Question Maintenance
Un-Restricted Actions (1)
- Report Designing
End User Role
All action are Restricted for an end user role
Implementation Partner Role
Un-Restricted Actions (13)
Edit Users
- Edit User Roles
- Menu Building
- View All Menus
- Site Statistics
- Detailed Reporting
- Data Explorer
- Report Distributor
- Report Designing
- Report Designing Admin
- FTP Configuration
- Report Transfer
- Question Maintenance
Restricted Action(11)
- Edit Footnotes
- Target Maintenance
- Edit Measure Overrides
- Data Capture
- Document Upload
- Query Workspace
- Detailed Reporting for Audit
- Workforce Planning
- Workforce Planning Admin
- Workforce Planning Financials
- Analytics Workspace
Report Admin Role
Un-Restricted Actions (8)
Menu Building
- View All Menus
- Detailed Reporting
- Report Distributor
- Report Designing
- Report Designing Admin
- FTP Configuration
- Report Transfer
Restricted Actions (16)
- Edit Users
- Edit User Roles
- Edit Footnotes
- Site Statistics
- Target Maintenance
- Edit Measure Overrides
- Data Capture
- Document Upload
- Query Workspace
- Detailed Reporting for Audit
- Data Explorer
- Workforce Planning
- Workforce Planning Admin
- Workforce Planning Financials
- Analytics Workspace
- Question Maintenance
Report Consumer Role
All action are restricted for this role and associated user to this role will be able to see the report that are shared with the user
Report Creator Role
Un-Restricted Actions (3)
- Detailed Reporting
- Report Distributor
- Report Designing
Restricted Actions(21)
- Edit Users
- Edit User Roles
- Edit Footnotes
- Menu Building
- View All Menus
- Site Statistics
- Target Maintenance
- Edit Measure Overrides
- Data Capture
- Document Upload
- Query Workspace
- Detailed Reporting for Audit
- Data Explorer
- Workforce Planning
- Workforce Planning Admin
- Workforce Planning Financials
- Analytics Workspace
- Report Designing Admin
- FTP Configuration
- Report Transfer
System Role
All Actions are permitted.
- Edit Users
- Edit User Roles
- Edit Footnotes
- Menu Building
- View All Menus
- Site Statistics
- Target Maintenance
- Edit Measure Overrides
- Data Capture
- Document Upload
- Query Workspace
- Detailed Reporting
- Detailed Reporting for Audit
- Data Explorer
- Workforce Planning
- Workforce Planning Admin
- Workforce Planning Financials
- Analytics Workspace
- Report Distributor
- Report Designing
- Report Designing Admin
- FTP Configuration
- Report Transfer
- Question Maintenance
Keywords
Canvas, ORD, Online Report Designer , KBA , LOD-SF-ANA-ORD , Online Report Designer , How To