Other Permissions

Details

These permissions set what the user can do with certain types of detail fields in any record where that type of detail is used.

Details - Allow Issue Creation: The user can enter new drop-down values in a "Select List" detail field that has the Allow User Creation option selected.
Details - Edit All Statuses: The user can edit statuses that have been entered, by any user, in a "Status" detail.
Details - Overwrite Read-Only: The user can modify detail fields that are set to "Read-Only - Always." This option is intended to be used for values that will be imported and should not be changed by users via the web interface. This permission enables the user to correct the imported values if needed.
Details - Allow Failure Mode Creation: The user can create failure modes.
Details - Delete Associated File: The user can delete files that have been uploaded/linked in an "Attachments Table" detail. There is no undo for delete.

Reports and Charts

These permissions enable the user to view reports and charts:

Reports - Access Reports Page: The user can run reports.
Charts - Access Charts Page: The user can run charts.
Reports - My Queries Enabled: The user can view and use reports saved to the "My Reports" and "My Chart Reports" lists.
Reports - Public Queries Enabled: The user can view and use reports saved to the "Public Reports" and "Public Chart Reports" lists.
Report - Show Report SQL: The user can view the SQL statement used with report results, using the Show SQL Statement icon on the Reports Toolbar.
Allow Sending XFRACAS Data via E-mail: The user can send report results via e-mail, using the E-mail Report icon on the Reports Toolbar.

These permissions enable the user to build reports and charts:

Report Builder - Access Report Builder: The user can use the Report Builder to create custom reports and charts and to modify their versions of the built-in standard reports for their personal use.
Report Builder - Set Application Default: The user can use the Report Builder to modify the application default for each type of standard report and chart.
Reports - Access Custom SQL Reports: The user can use the Report Builder to create custom SQL statements.
Report Builder - Assign or Remove Public Access: The user can save reports to the "Public Reports" and "Public Chart Reports" lists. There is a separate permission for the ability to access public reports in the Reports or Charts page ("Reports – Public Queries Enabled").
Reports - Save Report for Another User: The user can save a report to another user's or group's "My Reports" or "My Chart Reports" lists. If you save the report for yourself, a separate permission is needed to access "my reports" in the Reports or Charts page ("Reports – My Queries Enabled"). If you save the report for someone else, you will not be able to view it again after it is saved.

Note: This also controls the ability of a user to save dashboard layouts for another user or group.

Reports - Serialized System Search Enabled and Reports - Template Part Search Enabled: The user can see the Serialized Search and Part Search commands in the Report Builder ribbon. These enable the user to find specific part numbers and serial numbers without giving admin permissions to the part template and serialized system pages.

Dashboards

These permissions enable the user to view and design dashboards:

Dashboard - Access Dashboard Page: The user can view existing dashboard layouts.
Dashboard Designer - Access Dashboard Designer Page: The user can create custom dashboard layouts.
Dashboard Designer - Assign or Remove Public Access: The user can make dashboard layouts available to all users in the current entity.
Dashboard Designer - Set Application Default: The user can use the Dashboard Designer to modify the application default dashboard layout.

Test Search for Select Existing Utility

The following permissions enable the user to access the Select Existing Utility for description and status fields. (See Configuring the Select Existing Utility.)

Details - Allow Existing Text Search
Action - Allow Existing Text Search
CSI - Allow Existing Text Search
Project - Allow Existing Text Search
Failure Analysis - Allow Existing Text Search

Portal

These permissions enable the user to edit his/her portal preferences and information:

Portal - Edit User Information: The user can edit their own user information (Options > Settings > User Information).
Portal - Edit Portal Preferences: The user can change their own portal preferences.
Portal - Set Default Portal Preferences: The user can change the Portal preferences that are used by default for new accounts (using the "Save as application default" check box).
Links and Announcements: These permissions allow the user to create and modify public links and announcements.

Portal - Create Public Links and Announcements
Portal - Modify Public Links and Announcements

Ribbon

Ribbon - Quick Search Enabled enables the user to view and use the Quick Search utility that appears at the top of many pages.

Data Syncing and Export

RS Desktop - Read Failure Mode Data: The user can import or sync failure mode data with XFMEA/RCM++. (See Import or Sync from XFRACAS in the XFMEA/RCM++ documentation.)
RS Desktop - Read Time to Event Data: The user can export time to event data for use in Weibull++. (See Reliability Data Warehouse in the Weibull++ documentation.)