Idea ID: 2804029

Access control for Report module

Status : Delivered
over 1 year ago

Hi All,

The current smax doesn't have access control for the report module, the access and view of the report is base on the user role and their access to the respective entity.

In our customer environment, we had custom entity, where users select the data at the ticket level. and to do so we required to give the user view access to the entity.

But in reports, we are not able to restrict  the user can from select those custom table and generate report with all the data.



  • This idea has been implemented in product release SMAX 2020.05. Check out the release notes for details. Thanks to all of our contributors for helping us continue to improve our products!

  • Hi 


  • Note that SMAX 2020.05 introduced the option to limit access to a report to specific groups.

    So, you can actually limit access to reports.

    What you can obviously not do, is to grant users the right to view records of a specific entity, but not allow them to use that right to create views and reports based on that entity.

    If I understand your request correctly, you would like to separate the right of using an entity for lookup (with an ENTITY_LINK field and possibly a filtering render rule), and the right to access the table for the purpose to view records either in detail, in a view or in a report.

    You might want to elaborate a bit on your idea and describe your use case in more detail.


  • Thank you for sharing your idea! It’s open for comments and kudos, and we’re looking forward to input from the community. Once there is enough community traction, it will be further reviewed by the product team.