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The following is a list of security functions available in Yellowfin and their associated definitions. They have been grouped into sub sections to assist you to identify how and when these functions are used.
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Function | Description | |||||
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General | ||||||
Report Access CRUD | Allow Allows users to log in to Yellowfin and view, edit, create, and delete reports. | |||||
User Profile | Allow Allows users to update their user profile. | |||||
Draft Content List | Shows a list of draft content on the Dashboard and Browse pages. | |||||
Favorites | Allow Allows users to add reports to their favorites list. | |||||
Export Report Settings | Allows users to define the export settings for a report through the save menu, rather than relying on the system default. | |||||
Export Reports to CSV | Allow Allows users to export report results to CSV. | |||||
Error Email Link | Does not show a link to send an email on the error page when something goes wrong. | |||||
Error Stacktrace | Shows a stack trace on the error page when something goes wrong. | |||||
Export Reports and Dashboards to DOC | Allow users to export content items to DOC. | |||||
Export Content to PDF | Allow users to export content items to PDF. | |||||
Export Reports and Dashboards to XLS | Allow users to export content items to XLS. | |||||
Bookmarks and Snapshots | Allows users to create and use bookmarks and snapshots. | |||||
Hide Print on Reports & Dashboards | Hides the Print option on the Report and Dashboard pages. | |||||
External Content | Allows users to embed content from external reporting tools. This lets you embed live reports from Tableau, Qlik, and PowerBI, directly into Yellowfin. | |||||
Dashboard | ||||||
Personal Dashboard CRUD | Gives users access to the dashboard page, and allows them to create their personal dashboard, visible only to them. | |||||
Hide Dashboard Maximize Report | Hide Hides the maximize option on dashboard reports. | |||||
Hide Dashboard Report Menu | Hide Hides the drop-down menu on reports on the dashboard. | |||||
Refresh Dashboard Reports | Allow Allows users to set a refresh period on Dashboard reports. | |||||
Public Dashboards CRUD | Allows users to create and edit Public dashboards. | |||||
Disable Add Existing Tab | Prevents users from adding existing tabs from the Browse Page or the Pre-Built Tab option to their dashboard. | |||||
Show Draft Dashboards | Shows Dashboards being edited by other users. | |||||
Code Mode | Allows users to edit dashboard in Code Mode. | |||||
Broadcast Dashboards | Allows users to broadcast dashboards on a one-off or scheduled basis. | |||||
Subscribe to Dashboard Broadcasts | Allows users to subscribe to — and unsubscribe from — existing dashboard broadcasts. | |||||
Browse | ||||||
Hide Browse Page | Hide Hides the report browse page. | |||||
Hide Advanced Report Search | Hide Hides the advanced search on the report list page. | |||||
Hide Columns Option (Browse Page) | Hide Hides the columns option on the report list page. Users will not be able to change the columns displayed. | |||||
Hide Report Details (Browse Page) | Hide Hides the report details on the report list page. | |||||
Approval Administration | Allow Allows users to see outstanding report approvals | |||||
Draft Public Reports | Allow Allows users to see draft versions of public reports created by other users. | |||||
Report Builder | ||||||
Report Types | Allow Allows users to create freehand SQL reports, and Jasper reports. | |||||
Public Reports CRUD | Allow Allows users to create and edit public reports. | |||||
Versioned Reports | Allows users to archive report result sets, dependent on Content Category Version History settings. | |||||
Sub Queries | Allow Allows users to create sub query reports. | |||||
Ad Hoc Reports | Allows users to create Ad Hoc reports. | |||||
Access Filter | Allow Allows users to set or change the access filter on reports. | |||||
Related Content | Allow Allows users to set up co-display, drill down and drill through functionality. | |||||
CSV Reports | Allow Allows users to write reports based on CSV files. | |||||
Advanced CSV Functionality | Allow Allows users to perform advanced operations on CSV reports such as selecting the data source. | |||||
Custom Query Filters | Allow Allows users to create user prompt drop down filters populated by custom SQL queries. | |||||
Min/Max default filter values | Allows users to set default values for cached filters to the minimum and maximum cached value. | |||||
Disable Cached Filter Values | Disable Disables users from caching report filter values. | |||||
SSRS Reports | Allows users to create SSRS Reports. | |||||
Allow Freehand SQL Calculated Fields | Allows users to create Freehand SQL Calculated Fields in reports. | |||||
JavaScript Charts | Allows users to switch on the JavaScript chart creation functionality in the report builder. (Learn more about this here.) | |||||
Save To Disk Broadcast | Allows users to schedule broadcasts to the server’s local disk. | |||||
Report Menu | ||||||
Share Private Content | Allows users to share private reports with other users. Note that if disabled, private reports cannot be shared with anyone. | |||||
Broadcast Reports | Allow Allows users to broadcast reports on a one off or scheduled basis. | |||||
Distribute Reports | Allow users to distribute reports on dashboard tabs to other users. | |||||
Email Reports | Allow Allows users to send an adhoc email copy of a report. | |||||
Hide Open Report | Hide Hides the open report menu item. | |||||
Hide Report Details (Report Menu) | Hide Hides the report details item on the report menu. | |||||
Hide SQL | Hide Hides report SQL from users. | |||||
Multicast Reports | Allow Allows users to broadcast reports to external users. | |||||
Multicast Access Filter Reports | Allows users to broadcast reports with access filters to external users. The credentials of the user who creates the broadcast will be used to send the report to external users. | |||||
Hide Report Refresh | Hide Hides the report refresh menu item. | |||||
Hide Embed Links | Removes links to embed reports and dashboards using the Javascript API. | |||||
Hide External Links | Removes external direct links to reports and dashboards. | |||||
Storyboard | ||||||
Distribute Storyboards | Allows users to distribute Storyboards to other users. | |||||
Email Storyboards | Allows users to send an adhoc email copy of a Storyboard. | |||||
Storyboards CRUD | Allows users to view, create, edit or delete Storyboards. | |||||
Storyboard Admin | Allows users to edit and delete any private or public Storyboard. | |||||
Public Storyboards | Allows users to make a Storyboard public. | |||||
Storyboard Global Filters | Allows users to set global filters on Storyboards. | |||||
Collaboration | ||||||
Hide Comments | Hides the comment functionality from Reports, Storyboards, and Dashboards. | |||||
Annotations CRUD | Allow Allows users to Create, Read, Update, or Delete. | |||||
Timeline | Allows users to access their timeline. | |||||
Connections | Allows users to connect to other users through their timeline. | |||||
Discussion Topics CRUD | Allows users to browse and contribute to discussion topics. | |||||
Collaboration Admin | Allow users full administration access to discussion streams, comments, and tasks both public and private. | |||||
Activity Stream | Allows users to access the activity stream. | |||||
Enable Tasks | Allow Allows users to see and be assigned tasks. | |||||
Personal Tasks | Allow Allows users to create and assign tasks to themselves. | |||||
Public Tasks | Allow Allows users to create and assign tasks to themselves and others. | |||||
System Task Admin | Allow Allows users to approve or reject the completion of system tasks. | |||||
Configuration | ||||||
Configuration | Allow Allows users to modify Yellowfin site parameters. | |||||
Configure Logon ID | Allow Allows users to specify how users are authenticated. | |||||
Configure Page Format | Allow Allows users to configure the page layout (integration settings, etc). | |||||
Configure Support Email | Allow Allows users to set the support email address. | |||||
Header/Footer Admin | Allows users to edit the header and footer on their system. | |||||
Administration | ||||||
Approval Admin | Allows users to manage outstanding content approvals without having to be specified as the approver. | |||||
Import | Allow Allows users to import content from XML files. | |||||
Export | Allow Allows users to export content to XML files for backup or transfer to another system. | |||||
Folder Access | Allow Allows users to configure report categories. | |||||
System Information | Allow Allows admin users to view system information. | |||||
License Management | Allow Allows users to view Yellowfin licence details and upload new license files. | |||||
Create and Edit Tags | Allow Allows users to create and edit tags used in discussions. | |||||
Client Organisation Management CRUD | Allow Allows users to set up and manage client organisations. | |||||
Filter Period Management | Allow Allows users to choose which Predefined Date Filters are available. | |||||
Translate Content | Allows users to translate user entered data on dashboards, reports and views. | |||||
Themes CRUD | Allows users to manage Storyboard Themes. | |||||
Geometry Pack Management | Allows users to import and delete GeoPacks. | |||||
Background Execution Management | Allows users to view the current background execution queue, cancel current queries, and force start queued items. | |||||
View and Field Categories | Allows users to manage View and Field Categories from the Admin Console. | |||||
Org Reference Codes | Allows users to manage Org Reference Codes from the Admin Console. | |||||
Plugin Management | Allows users to manage plugins including Third Party Source Connections, JDBC Drivers, and Advanced Functions. | |||||
Save Corporate Images | Allows users to upload and edit corporate images within the Image Manager. | |||||
Data Sources & Views | ||||||
Data Sources CRUD | Allow Allows users to create, edit, and delete data source connections. | |||||
OLAP | Allow Allows users to connect to OLAP data sources. | |||||
Data Source Admin CRUD | Allow Allows users to create, edit, and delete all data sources regardless of security restrictions. | |||||
Source Filters | Allow Allows users to create data source filters. | |||||
Database Views CRUD | Allow Allows users to create, edit, and delete Yellowfin views. | |||||
Freehand SQL Views | Allow Allows users to create Freehand SQL views. | |||||
Show Draft Views | Allow Allows users to see views being edited by other users. | |||||
Stored Procedures | Allow Allows users to create views against stored procedures. | |||||
Force Clone Views | Removes the option to edit existing views directly - users are forced to clone views to edit them. | |||||
Hide DBMS Messages | Replaces error messages from DBMS with generic messages. | |||||
Create CSV Table | Allow Allows users to create CSV tables within a view. | |||||
Composite Views | Allows users to create Composite Views. | |||||
Data Transformations | Allows you to access the Data Transformation module. | |||||
Skip Schema Check | Bypass Bypasses schema check when using CheckSchemaForUser functionality.
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Report as a Datasource | Allows reports to be written against the results of another report. | |||||
User Administration | ||||||
User Management CRUD | Allow Allows users to create, edit, and delete user accounts. | |||||
Group Management CRUD | Allow Allows users to create, edit, and delete user groups. | |||||
Roles Management | Allow Allows users to create, edit, and delete security roles. | |||||
Hide profile password | Removes the password reset option in My Profile. | |||||
Disable profile email change | Stops users from changing their email address in My Profile. | |||||
Hide profile User ID | Removes the User ID option in My Profile. | |||||
Named User | Allows a user to bypass concurrent logon limitations. | |||||
Restrict Visible Roles | Restricts the Roles that are visible to a user when adding new users and groups. | |||||
Web Services | ||||||
Web Services | This function is required for a user account that will be used to log in to Yellowfin web services. | |||||
Disable Mobile Access | Stops a user from accessing reports via a native mobile application. | |||||
Augmented Data Discovery | ||||||
Assisted Discovery | Allows you to access the Smart Analysis button in the report builder. | |||||
Instant Insight | Allows you to access the Auto Analyze option on charts. | |||||
Instant Insight Settings | Allows you to access the insight setting button in the view builder. | Mobile | ||||
Disable Mobile Access | Stops users from accessing any Yellowfin mobile apps, if selected. | |||||
Mobile Self Invite | Allows users to invite themselves to log into the mobile app through the onboarding method. | |||||
Mobile Admin | Allows admin users to access the Mobile Access Management page to manage all mobile users via the Yellowfin platform. | |||||
Signals | ||||||
Signals Consumer | Allows users to receive and explore Signals. | |||||
Configuration | Allows users to configure Signal analysis settings in the View Builder. | |||||
Distribute Signals | Allows users to share Signals. | |||||
Story | ||||||
Story CRUD | Allows users to view, create, edit or delete Stories. | |||||
Distribute Story | Allows users to share a published Story. | |||||
Story Admin | Allows users to edit and delete any private or public Stories. | |||||
Mobile | ||||||
Disable Mobile Access | Stops users from accessing any Yellowfin mobile apps, if selected. | |||||
Mobile Self Invite | Allows users to invite themselves to log into the mobile app through the onboarding method. | |||||
Mobile Admin | Allows admin users to access the Mobile Access Management page to manage all mobile users via the Yellowfin platform. | |||||
Other | ||||||
Subscribe to Broadcast | Allows users to subscribe to report broadcasts. |
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