Editing a Report Security Rule

To edit a report security rule

1. On the Navigation Tree, click Report Warehouse, then click Document Management and select Document Types.

2. Do one of the following:

• Click the name of a document type, to which the rule is assigned.

• Select the document type, by clicking anywhere on the row, and then click .

3. Select the Report Security tab at the top of the page.

4. Do one of the following:

• Click the name of a rule that you want to change.

• Select the rule, by clicking anywhere on the row, and then click .

The Security Rule page appears.

5. Make the necessary changes.

6. To set trustees for the report security rule, click the Rule Rights tab.

7. Click the User Groups or Roles heading to expand hidden sections. To assign a report security rule to a user group, role, or user, drag the appropriate trustees from the left pane to the right pane.

Note: The Security Rule page has the Rule Rights tab only for existing rules.

8. Click Save. The Security Rule page appears.

9. Click Save. The system saves the modified rule to the database and displays the updated Report Security page, if the operation is completed successfully.