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Permissions

Note
This tab and its contents are only visible to project administrators

The access rights within a the project report are managed relating to specific reporting functions:

Admin: The

in the following way:

  • Admin - The user has permissions to all functions in of the functionalities within a project
  • Send data: running the function in the menu "Project" - "Send data"->
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  • Send data - The user can create an ESEF package via Send data in the Project section of the ribbon\Project menu
  • Manage documents - The user can configure (i.e. create, remove and copy documents) in the project's configuration
  • Modify documents - The user can access the Documents menu\ribbon and all of its functionalities including:
    • Upload the external data sources into the document 
    • Edit the document with the Tagging tool
    • View Document history

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To give a user the right to access the project, a project administrator has to select a user by left-clicking them in the user list located on the left-hand side of the Permissions tab and clicking Add.

Once the user has been added to the project, the project administrator can assign\revoke the user's individual permissions by selecting\deselcting the respective checkboxes.

The project's creator is a project administrator by default. A project administrator may establish additional project administrators by selecting the Admin checkbox for each appropriate user.

Note

A project administrator has all of the permissions within the project.

To revoke a project administrator's rights, another project administrator for the same project, must deselect the Admin checkbox for the user and then save the project configuration.

Delete a project

To delete a project, open it first and then click Delete in the Project section of the ribbon\Project menu. As this is a destructive action that may lead to loss of data you will be prompted to confirm the deletion, and if you opt to confirm it, the project will be permanently removed,