Dashboards and reports security

Access to data in an analytical application must be secured or customized based on user role. Birst provides these four main types of application security and user access features:

• User groups

  Create multiple groups with varying rights and privileges. Users can be assigned to these groups.

• Report/Dashboard security

  Lock down access to the reports and dashboards through group access controls.

• Data-level security through data security filters

  Restrict access to specific sets of data rows in the application. This feature is based on a highly flexible and robust model for securing attribute and measure data.

• Subject Area Access through Custom Subject Areas

  Customize views of attribute columns and measures. This feature is useful to make the application more accessible to business users and restricting access to certain data elements.

This table shows the dashboards that each security role has access to.

Infor OS Portal or Infor Ming.le security role	Dashboards
ISMBIRST-SystemAdministrator	Home Service Management Analytics Service Orders Rentals Service Contracts Warranty Claims
ISMBIRST-Consumer-Administrator	Home Service Management Analytics Service Orders Rentals Service Contracts Warranty Claims
ISMBIRST-ServiceOrders	Home Service Management Analytics Service Orders
ISMBIRST-Contracts	Home Service Management Analytics Service Contracts
ISMBIRST-Rentals	Home Service Management Analytics Rentals
ISMBIRST-WarrantyClaims	Home Service Management Analytics Warranty Claims
ISMBIRST-User	Home

For more information about the application security and user access features, see the Birst Online Help.