Assigning report managers

As an administrator or a report manager, you can designate other report managers. These users are typically administrators or project managers who oversee a set of projects and need access to reports about tracking and planning. Report managers can import additional reports, edit and delete reports that are created by other team members, and create, modify, and delete data sources.

Before you begin

  • Report Builder must be installed and registered as an application with the Jazz® Team Server.
  • A default data source must be configured for Report Builder, and you must be connected to it.
  • You must have Jazz administrative privileges or be a report manager.

About this task

Complete the following steps to designate users as report managers with permissions to import, edit, or delete reports and data sources:

Procedure

  1. Click the Administration icon in the main menu bar of the Report Builder new user experience page. This action takes you to the Administration settings page.
  2. Click Report managers to view the current list of Report managers.
  3. Click the Edit icon to add new managers or remove existing ones.
  4. A Report managers dialog opens where you can select additional managers and remove existing ones.
  5. To add new managers, select from the initial list of recent users, which is based on users you have previously selected, or search for users by user name, user ID, or email address. The users that you add are displayed in the selected users list.
  6. To remove existing managers, find the manager's name in the selected users list and click the remove arrow.
  7. Click Update to complete the process.