Decreasing rights to a private folder

Another security requirement for this tutorial is that the Marketing group needs Full Control access to their own set of folders that no other user can access. To accomplish this, you will create a private folder called Marketing Only and ensure that only the appropriate group of users has access to its contents.

To decrease rights to a private folder

1. Go to the Folders management area of the CMC.
2. Click New Folder.
3. On the Properties tab, in the Folder Name field, type Marketing Only
4. In the Description field, type This folder is accessible only to Marketing.
5. Click OK.
6. Click the Rights tab.

   

7. In the Access Level column, select the following rights for each group:
   • Administrators: (Inherited Rights)
   • Everyone: No Access
   • Sales Managers: No Access
8. Click Update.

   The Net Access column shows that you have secured this folder from all users other than Administrators.

   

   Next, you will grant the Marketing group Full Control access to this folder.

9. Click Add/Remove.

   The Add/Remove page appears.

   

10. In the Select Operation list, click Add/Remove Groups.
11. In the Available groups list, select Marketing.
12. Click the > arrow; then click OK.

    You are returned to the Rights tab.

    

    The Marketing group is granted access to the folder. You need to change the default setting to grant them Full Control access.

13. Click the Access Level list that corresponds to the Marketing group, and select Full Control.
14. Click Update.

    The Net Access column shows that you have granted the Marketing group Full Control access to this folder.

    

Members of this group now have the ability to perform all tasks in this folder. They can add and delete reports, folders, and subfolders, and they can view, schedule, and export reports to all available destinations and formats.

To complete this tutorial, you need to customize the rights that various Sales groups have to a hierarchical set of Sales folders. Before setting the rights for each group, you will see how to create multiple folders quickly when you publish a set of reports to Crystal Enterprise.

Related topics

• To proceed to the next step in this tutorial, see Publishing a set of folders and reports.
• To return to the beginning of this tutorial, see Setting up an open system of decreasing rights.