---
title: "Available Security Functions"
canonical: "https://wiki.yellowfinbi.com/space/USER71/2032056/Available%20Security%20Functions"
format: markdown
---
> Macro (anchor)



## Overview

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.

| **Function** | **Description** |
| --- | --- |
| **General** | ** ** |
| Report Access CRUD | Allow users to log in to Yellowfin and view, edit, create, and delete reports |
| User Profile | Allow users to update their user profile |
| Draft Content List | Shows a list of draft content on the Dashboard and Browse pages. |
| Favourites | Allow users to add reports to their favourites list |
| Export Reports to CSV | Allow users to export report results to CSV |
| 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 RTF | Allow users to export content items to RTF |
| 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 | <span style="color: #222222">Hides the Print option on the Report and Dashboard pages.</span> |
| **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 Maximise Report | Hide the maximise option on dashboard reports |
| Hide Dashboard Report Menu | Hide the drop-down menu on reports on the dashboard |
| Refresh Dashboard Reports | Allow 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. |
| **Report List** | ** ** |
| Hide Report List | Hide the report list page |
| Hide Advanced Report Search | Hide the advanced search on the report list page |
| Hide Columns Option (Report List) | Hide the columns option on the report list page. Users will not be able to change the columns displayed |
| Hide Report Details (Report List) | Hide the report details on the report list page |
| Approval Administration | Allow users to see outstanding report approvals |
| Draft Public Reports | Allow users to see draft versions of public reports created by other users |
| **Report Builder** | ** ** |
| Report Types | Allow users to create freehand SQL reports, and Jasper reports |
| Public Reports CRUD | Allow 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 users to create sub query reports |
| Ad Hoc Reports | Allows users to create Ad Hoc reports |
| Access Filter | Allow users to set or change the access filter on reports |
| Related Reports | Allow users to set up co-display, drill down and drill through functionality |
| CSV Reports | Allow users to write reports based on CSV files |
| Advanced CSV Functionality | Allow users to perform advanced operations on CSV reports such as selecting the data source |
| Custom Query Filters | Allow 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 users from caching report filter values |
| SSRS Reports | Allows users to create SSRS Reports |
| Allow Freehand SQL Calculated Fields | <span style="color: #222222">Allows users to create Freehand SQL Calculated Fields in reports.</span> |
| **Report Menu** | ** ** |
| Broadcast Reports | Allow 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 users to send an adhoc email copy of a report |
| Hide Comments | Hide the comments menu item. Access to report comments will be removed. |
| Hide Open Report | Hide the open report menu item |
| Hide Report Details (Report Menu) | Hide the report details item on the report menu |
| Hide SQL | Hide report SQL from users. |
| Multicast Reports | Allow 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 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** | ** ** |
| 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** | ** ** |
| Annotations CRUD | Allow 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. |
| Discussion Admin | Allows users full access to all discussion topics, including private topics. |
| **Configuration** | ** ** |
| Configuration | Allow users to modify Yellowfin site parameters |
| Configure Logon ID | Allow users to specify how users are authenticated |
| Configure Page Format | Allow users to configure the page layout (integration settings, etc) |
| Configure Support Email | Allow users to set the support email address |
| **Administration** | ** ** |
| Import | Allow users to import content from XML files |
| Export | Allow users to export content to XML files for backup or transfer to another system |
| Category Access | Allow users to configure report categories |
| System Information | Allow admin users to view system information |
| Licence Management | Allow users to view Yellowfin licence details and upload new licence files |
| Create and Edit Tags | Allow users to create and edit tags used in discussions |
| Client Organisation Management | Allow users to set up and manage client organisations. |
| Filter Period Management | Allow 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. |
| **Data Sources & Views** | ** ** |
| Data Sources CRUD | Allow users to create, edit, and delete data source connections |
| OLAP | Allow users to connect to OLAP data sources |
| Data Source Admin CRUD | Allow users to create, edit, and delete all data sources regardless of security restrictions |
| Source Filters | Allow users to create data source filters |
| Database Views CRUD | Allow users to create, edit, and delete Yellowfin views |
| Freehand SQL Views | Allow users to create Freehand SQL views. |
| Show Draft Views | Allow users to see views being edited by other users |
| Stored Procedures | Allow 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 users to create CSV tables within a view |
| Composite Views | Allows users to create Composite Views. |
| **User Administration** | ** ** |
| User Management CRUD | Allow users to create, edit, and delete user accounts |
| Group Management CRUD | Allow users to create, edit, and delete user groups |
| Roles Management | Allow 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. |