ReportCaster > Maintaining Schedules > Sharing Schedules

Sharing Schedules

How to:

The owner of a schedule that is located in a My Content folder can share that schedule with other users. You can set security rules only for schedules outside of a My Content folder.

Procedure: How to Share Schedules With Specific Groups or Users

From the Resources tree, if you are authorized to share your private content saved in a My Content folder, you can share a Schedule with users authorized to access the folder in which the Schedule is located by right-clicking the folder or schedule and clicking Share.

If you are authorized for advanced sharing, you can share your private content saved in a My Content folder with specific groups and users with whom you are authorized to share by performing the following steps.

  1. Right-click the schedule that you want to share and click Share With. The groups and users you can share with are listed in the Set Sharing dialog box, as shown in the following image.
  2. Use the left and right arrow buttons to select which Groups to share the Schedule with.
  3. Use the left and right arrow buttons to select which Users to share the Schedule with.
  4. Click OK.

Procedure: How to Set Rules for Schedules

From the tree, you can set security for Schedules at any time by performing the following steps.

  1. In the tree, select the schedule for which you want to set security.
  2. Right-click the selected schedule and select Security and then Rules.

    The Security Rules dialog box displays.

  3. Click the Group you would like to include in the Rule for the schedule.

    The Roles appear below.

  4. Select the Roles you would like to include in the Rule for the schedule.
  5. Choose the Privilege level in the Access drop-down list.

    Options include:

    • Not Set. Access is not specifically set. Access is determined by inherited rules.
    • Permitted. Allows the functionality of the selected role as specified in the Apply To drop-down list. You can select FOLDER_AND_CHILDREN, FOLDER_ONLY, or CHILDREN_ONLY in the Apply To drop-down list.
    • Denied. Denies the functionality of the selected role at the level specified in the Apply To drop-down list. You can select FOLDER_AND_CHILDREN, FOLDER_ONLY, or CHILDREN_ONLY in the Apply To drop-down list.
    • Over Permitted. Overrides a Denied access level to allow the functionality of the selected Role at the level as specified in the Apply To drop-down list. You can select FOLDER_AND_CHILDREN, FOLDER_ONLY, or CHILDREN_ONLY in the Apply To drop-down list.
    • Clear Inheritance. Erases all previously defined rules for the selected Role at the level specified in the Apply To drop-down list. You can select FOLDER_AND_CHILDREN, FOLDER_ONLY, or CHILDREN_ONLY in the Apply To drop-down list.
  6. Click Apply.
  7. Click OK.

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