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The approval process will determine if the user who wishes to save the report has the publish rights for that folder. If not, Yellowfin will determine an expert from the category and send that report for approval to the approver's approver’s inbox. Once approved, the report will be available to all users that have appropriate security access.

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  1. Functional access to the capability - i.e. their role must permit them to be able to publish Public reports.
  2. They must be able to save reports as Public reports in the specified report folders that they have access to. This means that either the report category:
    1. allows all users with functional access to publish Public reports or
    2. only permits users specified as experts can publish Public reports to the category.
      Note: This option is used if you wish to restrict users from publishing Public reports in a specified category.

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