User Permissions

Salesforce profiles are the main way to manage access to Unaric Reports. You can enable and disable users with specific Salesforce profiles from logging in to Unaric Reports.

If profile-based login restrictions in Unaric Reports aren’t working as expected, it may be a user’s profile in Salesforce can’t be determined.

Querying the Profile object requires the View Setup and Configuration permission. If the profiles you want to restrict don’t have this permission, Unaric Reports is unable to determine the profile a user has and therefore can't determine whether to allow those users to log in.

To allow profile-based access control without granting additional permissions:

By default, all users have the ability to access the subscription page. To set up that only administrators can view and update the Unaric Reports subscription:

Unaric Reports follows Salesforce permissions in regard to users being able to create Solutions (in Salesforce terms, Schedule Reports). However, you can override that permission and allow all users to create Solutions:

Admins are not allowed to change the folder for a storage provider such as Google Drive that is set on a Solution unless they are the Solution owner. If you want admins to be able to edit these folders even if they are not the owner of the Solution.

Unaric Reports looks at the permission Schedule Reports on the user's Salesforce profile to determine whether they are allowed to create Solutions in Unaric Reports. However, there are times when the user doesn't have enough access to query the Salesforce Profile object to determine if they have the Schedule Reports permission. In that case, Unaric Reports defaults permissions to allow them to create Solutions. To prevent these users from creating Solutions:

You can disable the ability to export reports as Excel, Excel Formatted, and CSV and only allows users to download or email reports as PDF files.