Role Based Access

The R2 Reports module provides role-based access control (RBAC) to manage user permissions effectively. The available roles — Report Admin, Designer, and Viewer — each have specific sets of permissions tailored to their roles. This page provides a comprehensive overview of the access permissions associated with each role, enabling administrators to manage and customize user capabilities within the R2 Reports environment.

Report Admin Access Permissions

Section	Permissions
Groups	View groups list Search groups Manage groups Add or revoke users through groups
Reports	View all reports Create reports Delete reports Edit reports Open reports Download reports Export reports
Data Source	View data source info
Dataset	Create dataset Edit dataset (Modify dataset and its content) Delete datasets Download dataset Search datasets Create report from existing datasets Update dataset details (Name, Description, Comments of the dataset) Sharing permissions (read, write, delete) with other groups
Schedules	Create recurring report schedules Edit recurring report schedules Delete recurring report schedules Enable/Disable the recurring report schedules
Settings	Email Authentication mechanism for sending mail notification. SMTP Microsoft 365 For more information contact UBS support.

Designer Access Permissions

Section	Permissions
Reports	Create reports View reports Download report Update report details View report schedules Export report Delete report
Data Source	View data source info
Datasets	Create dataset Search dataset Create report from existing dataset Edit dataset views and contents Download dataset Update dataset details (Name, Description, Comments of the dataset) Delete dataset
Schedules	Create recurring report schedules Edit recurring report schedules Delete recurring report schedules Enable/Disable the recurring report schedules

Viewer Access Permissions

Section

Permissions

Reports

Viewer can view reports.

(No permission to Create/Edit/Delete Report, Data Source, Datasets, Schedules)