How do I manage Users & Groups Permissions in CRD?

You can set up new users and administrators, set up security groups and manage permissions using the User manager.

System - User Manager

  • Go to System.
Crystal Reports: CRD Home Menu.
  • Select User Manager.
Crystal Reports: CRD System Menu.

What is user management?

The principle behind the user management is simple:

  • Administrators are able to view and manipulate all schedules
  • Users can only see and manipulate schedules they have created.
  • Create Group policies to determine what user can/cannot access in CRD.
  • Create Group policies to determine what user can/cannot access in CRD.
Crystal Reports: User Manager in CRD.

How to set up a user

  • Click Add User.
Crystal Reports: User Manager in CRD.

 

Crystal Reports: User information in User Manager in CRD.
  • First Name: Enter the user's first name.
  • Last Name: Enter the user's last name.
  • User ID: Enter a suitable username for the user.
  • Password: Create here the password for the user.
  • Verify Password: verify the user’s password.
  • Security Role: Select a security role.
Crystal Reports: User information in User Manager in CRD.
  • Apply: Click Apply to create the new user.
  • Automatically logon with this user: When this option is checked, CRD will always logon using this user's credentials. When CRD starts, the splash screen will show this user and the system will automatically log in after 10 seconds. You can interrupt the automatic logon process by typing in a different username and password and manually log on as a different user.

Assigned Schedules

  • Select the schedule or folder from the left hand pane and assign it to this user by clicking the green button.
Crystal Reports: User Schedules in User Manager in CRD.

Amending a user's details

  • Click on the user.
  • Select Edit User.
Crystal Reports: User Manager in CRD.
  • Overwrite the existing details with the new details.
  • Click OK.
You can also double-click on the user.

Deleting a user

  • Click on the user.
  • Click Delete User
Crystal Reports: User Manager in CRD.
  • Click Yes.
Crystal Reports: Deleting User Manager in CRD.

Security Roles

CRD comes with the Administrator and User security roles. Roles help you to easily manage which functionality is available to people who will be using CRD.

You can create new roles by creating groups.

  • Click Add to create a new group.
Crystal Reports: Groups in User Manager in CRD.

Creating a New User Group

By placing users into different groups, you can determine what they can and cannot access in CRD. Restrict access to certain functionality, activation/deactivation and even assign blackout times.

Crystal Reports: Group editor in User Manager in CRD.

Permissions

In the Permissions Tab, you can then specify access to system features such as operational hours, or the options menu. Check the boxes to indicate whether the group has access to these features.

Crystal Reports: Group editor in User Manager in CRD.

Destinations Restrictions

Crystal Reports:  Group editor in User Manager in CRD.

You can also restrict what destinations the group has access to.

  • Allow all destinations: This group can access all destinations.
  • Only allow certain destination types: Check the boxes to indicate which destinations the group has access to.
  • Only allow assigned default destinations: Use only default destinations (created in the Options menu) and assign them to a specified group as shown below. See: Default Destinations
Pre-create destinations in this manner and assign these destinations to the specific group. Perfect for avoiding giving out sensitive logon information such as FTP or SharePoint site info.
Crystal Reports: Group editor in User Manager in CRD.

Blackout Times

Set Blackout Times to prevent users from scheduling reports during a certain time frame. Use Operational Hours to build time frames.

Crystal Reports: Group editor in User Manager in CRD.

 

Crystal Reports: Group editor in User Manager in CRD.

Custom Tasks

Crystal Reports: Group editor in User Manager in CRD.
  • Allow all Custom Tasks: All users in this group can use custom tasks.
  • Allow Certain Custom Tasks: Specify which task types this group has access to.

Folders

  • Allow the Group to have access to the folders.
Crystal Reports: Group editor User Manager in CRD.
  • After you finish click OK.

Enable Windows Integrated Authentication

Crystal Reports: User Manager in CRD.

You will now be able to assign new and existing users to the newly defined security role as below.

Windows Authentication

To enable Windows Authentication check the box in the lower left hand corner of the User Manager.

Windows Authentication allows you to use Windows Authentication to log in to CRD. This can help save time in creating new users for CRD. Security roles created in CRD can also be applied to users under Windows authentication.

Crystal Reports: User Manager in CRD.

Add User

  • Add Active Directory users as CRD users.
Crystal Reports: User Manager in CRD.

 

Crystal Reports: User information in  User Manager in CRD.
  • Domain Name: Enter the domain name.
  • Group Name: You can select from the drop down list the group where the user(s) are located.
  • Add the entire group: All users in the user group will be added to CRD.
Users added in this manner WILL NOT be displayed as individual users in the Users list in the User Manager.
  • Security Role: Assign a CRD specific group to the user. The user will then take on the permissions allotted in the user group. User Groups can be created in the Groups Tab.
  • Assigned Schedules: Assign schedules to the added user/group. Learn more about assigning schedules near the top of this topic.