Interject Roles
Estimated reading time:
10 minutes
Overview
At the bottom of the User Profile page are the roles you currently have assigned to your profile. There are a number of roles to choose from including custom roles . Roles can stack, meaning each role adds the associated permissions to the user.
You can add roles by selecting the role name from the drop down list. Then click Add New Role to add the role to the user's profile. Remove roles by clicking the small garbage 🗑 icon for each role.
Note: Changes will take place on the next successful login from the user.
Standard Role
Grants standard permissions to use Interject core features and open live reports.
Permission
Location
Docs
View and open live reports in the Report Library
Report Library
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Upload reports to the MyFavorites folder in the Report Library (Test and Dev status only)
Report Library
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Override data connection in jDataPortal
Report Formulas
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Approver Role
Grants a user permission to approve reports by changing their status in the Report Library.
Permission
Location
Docs
Change report status
Report Library
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Editor Role
Grants a user permission to edit and upload reports to the Report Library and Data Portals.
Permission
Location
Docs
Upload reports to the Report Library (Test and Dev status only)
Report Library
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Edit report details in the Report Library
Report Library
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Override Data Portal command in jDataPortal
Report Formulas
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Create, Update, Delete, Clone, and Enabled/Disable Data Portals
Portal Site
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Create, Update, and Delete Data Portal parameters
Portal Site
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Corporate Role
Grants permission to view and access restricted Corporate folders in the Report Library.
Permission
Location
Docs
Corporate abilities and access to any restricted Corporate folders
Report Library
Coming soon
Protector Role
Grants permission to use the Interject Sheet Protector.
Permission
Location
Docs
Use the Interject Sheet Protector to protect and unprotect sheets or workbooks
Sheet Protector
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CustomItems Role
Grants permissions to execute Custom Commands.
Permission
Location
Docs
Execute items (non-scheduled) in Custom Commands
Custom Commands
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SchedulerAdmin Role
Grants permission of schedule items in Custom Commands.
Permission
Location
Docs
Full control of the scheduled items in Custom Commands
Custom Commands
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ClientAdmin Role
Grants all Interject permissions with the exception of the Corporate role.
Permission
Location
Docs
View and open reports in the Report Library
Report Library
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Upload reports to the Report Library
Report Library
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Edit report details in the Report Library
Report Library
Learn more
Override data connection in jDataPortal
Report Formulas
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Download file whose checksum did not match original checksum
Report Library
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Override Data Portal command in jDataPortal
Report Formulas
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Use the Interject Sheet Protector to protect and unprotect sheets or workbooks
Sheet Protector
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Execute items in Custom Commands
Custom Commands
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Full control of the scheduled items in Custom Commands
Custom Commands
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Create, Update, Delete, Clone, and Enabled/Disable Data Portals
Portal Site
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Create, Update, and Delete Data Portal parameters
Portal Site
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Create password reset emails with password reset link
Portal Site
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View Staff Page and Add, Edit, Delete, and Activate/Deactivate users
Portal Site
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Force refresh of cache data for all users
Diagnostics
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Set application data source
Diagnostics
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Set Enterprise Connection
Diagnostics
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Launch the License Management Form
Diagnostics
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