Access Control on Data Sources

You can give access to Data Sources only to Forsta users. Data Sources have five levels of access:

• None - the user has no access to the data source.
• Read - the user can view the data source but can not change it in any way. A user must have at least Read access to be able to create a report using the data source.
• Write - the user can make changes to the data source and can create new segments, banners etc. but cannot delete data.
• Delete - the user can make changes to the data source, create new segments, banners etc. and can delete data.
• Administrate - the user has full administrative rights to the data source.

To give access to a user:

1. Go to the Data Source List and select the data source you wish to provide access to, or open the project and go to the Data Source toolbox.
2. Right-click on the data source and select User Permissions from the drop-down menu .

Figure 1 - Selecting User permissions in the Data Source menus

The Forsta User Permissions page opens. This contains a searchable list of all the users registered for your company. Here you can either give access to each user individually, or use the Grant All option for a group of users if they are all to be granted the same level of permission.

3. To give access to a user, click the down-arrow beside the Permission Type field for the appropriate user and select the desired permission level.

To give the same permission to all users, click the Grant All button in the page's toolbar. This opens the Grant all... overlay. Select the permission you wish to grant and click Grant All. Note that the selected permission will be granted to all the users who are currently listed on the Permissions page. If you wish to grant a particular permission to a sub-set of users, conduct a search such that only those users are listed before you open the Grant all... overlay.

4. On completion, save the changes.

Note: RDA users cannot conduct recoding in Reportal as they do not have access to the data source.