Configure Eagle Portal Roles

Configure Security and Permissions for Eagle Portal Roles

In User Administration, you can configure the security roles and permissions that allow you to manage Eagle Portal’s options and settings.

To configure Eagle Portal security roles and permissions:

1. From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.

2. Enter User Administration in the Start Search text box.

3. Click the User Administration link.
   You see the User Administration workspace.

4. In the left navigation, click PACE Roles.
   You see a list of available PACE roles.

5. Under PACE Roles, click to select from the set of default Eagle Portal roles, for example, click Portal to select the Portal Administrator Access. The Eagle Portal Administrator role has the most permissions that allow you to perform most of the Eagle Portal administration and configurations functions.

6. In the Role Details tab, click the check box next to the Portal component to select it.

7. Review the available functions for the Portal component.

8. Click the appropriate check box to grant or restrict permissions and to enable or disable accessible functionality:
   Create/Manage Parts. Allows you to create, edit, and delete dashboard parts in the Eagle Portal.
   Manage Public Views. Allows you to add, edit, and delete public views in the Eagle Portal.
   Portal Administrator Access. Provides access to the Portal Administration function.
   Manage Portal System Configuration. Allows you to configure system settings globally for the Eagle Portal.
   Allow Query Results Export. Allows you to export query results to the required format, including CSV, HTML, PDF, and XLS formats. By default, all users have the permission to export query results. To restrict exporting query results, deselect the Allow Query Results Export check box and assign the role to a particular user or a business group.
   MircroStrategy Web Access. Allows you to access the MicroStrategy website.
   Manage Public Default Settings. Allows you to manage default settings.

9. Click Save Changes to save your changes to the Eagle Portal role.

10. To assign users to an Eagle Portal role, click the Linked Users tab and click Assign Users in the lower left corner.
    You see the Users dialog box.

11. Scroll down and click the users in the Available Users pane and click Add to select. To remove users from the Selected Users pane, click Remove.

12. Click OK to save your changes.
    In the Linked Users tab, you see all the users you assigned to an Eagle Portal role.