General Role Permissions

General role permissions in SEI define which features and administrative functions a user can access. Assign these permissions thoughtfully to control configuration, security settings, and access to critical system operations.

Use the descriptions below to understand what each permission allows, so you can build roles that support your organization’s needs while maintaining a secure environment.

Administration

Administration permissions control access to critical system-level features and configuration options in SEI. Assign these only to trusted users who need to manage global settings, security, templates, or data infrastructure.

Permission	Description
Manage Security	Access all security settings, including users, groups, domains, authentication, and roles.
Manage Global Parameters	Create, edit, and remove global parameters used throughout the system.
Manage Global Variables	Manage global variables for calculations, filtering, or dynamic content.
Manage Distribution	Configure and manage scheduled distribution jobs.
Manage External Locations	Setup and maintain external file transfer locations for exports.
Manage Global Scripts	Create, edit, and execute global scripts used in data models and custom operations.
Manage Application Links	Configure links that connect SEI to external applications.
Manage Global Selection Pages	Manage reusable selection pages.
Manage License Information	View, update, and maintain software license details and usage.
Manage Dictionnary	Edit language dictionaries for translation and localization.
Languages	Manage available languages for content and interface translation.
Manage Excel Publish	Configure which data models are published to the Excel Add-in.
OLAP Manager	Create, build, and refresh OLAP cubes.
Create Installation Template	Create reusable installation templates for easier deployment.
Manage Installation Template	Edit or configure existing installation templates.
Import Template	Import new templates into the environment.
Manage Data Warehouse	Configure data warehouse connections and settings.
Manage Reporting Trees	Create, edit, or delete reporting trees for custom reporting structures.

Command Center

Command Center permissions determine what users can organize and create within the Command Center workspace. Use these permissions to let users design and manage the arrangement of data models and views, or to allow creation of new data models.

Permission	Description
Organize Command Center Data Models	Arrange, group, and manage data models displayed in the Command Center.
Organize Command Center Views	Arrange, group, and manage views within the Command Center.
Create Data Model	Create new data models directly from the Command Center.

Folder

Folder permissions determine which users can organize, rename, or remove folders—helping keep dashboards, reports, and files well-managed. Assign these permissions to users responsible for maintaining workspace structure.

Permission	Description
Create	Create new folders to organize reports, dashboards, or other items.
Rename	Change the name of existing folders.
Delete	Remove folders and all their contents from the system.

Dashboard

Dashboard permissions control which actions a user can perform when working with dashboards in SEI. Use these settings to determine who can create, manage, customize, or distribute dashboards.

For a complete overview of dashboard features, see dashboards.

Permission	Description
Rename	Change the name of an existing dashboard.
Change Publish for	Change the published target or audience for a dashboard.
Change Owner	Reassign ownership of a dashboard to another user.
Lock or Unlock	Restrict or allow editing of a dashboard by locking or unlocking it.
Open	Open and view dashboard content.
Create	Create a new dashboard.
Design	Access and use dashboard design features to customize layouts and widgets.
Save As	Save the dashboard as a new copy under a different name.
Delete	Remove a dashboard from the system.
Subscribe to Distribution	Subscribe to scheduled distributions of dashboard content.
Add other emails in To, CC and Bcc	Add additional email recipients when distributing dashboard content.
Send Comment	Send comments related to the dashboard to other users.
Export	Export the dashboard or its contents to a file (PDF, Excel, etc.).
Print	Print the dashboard.
Use Filtering Function	Apply filters to dashboard data interactively.
Remove Filters	Clear applied filters from the dashboard data.

Reports

Report permissions control what actions users can perform on reports in SEI. Use these permissions to determine who can create, manage, distribute, or customize reports.

For a complete overview of reports features, see reports.

Permission	Description
Rename	Change the name of an existing report.
Change Publish for	Change the distribution audience or published target for a report.
Change Owner	Reassign report ownership to another user.
Lock or Unlock	Prevent or allow editing of a report by locking or unlocking it.
Open	Open and view report content.
Create	Create a new report.
Design	Access and use report design features to customize layouts and content.
Save As	Save the report as a new copy under a different name.
Delete	Remove a report from the system.
Subscribe to Distribution	Subscribe to scheduled report distribution.
Add other emails in To, CC and Bcc	Add additional email recipients for report distribution.
Send Comment	Send comments on a report to other users.
Export	Export the report or its data to a file (PDF, Excel, etc.).
Print	Print the report.
Use Filtering Function	Apply interactive filters to report data.

Excel Add-in

Excel Add-in permissions control what features users can access when working with data from SEI inside Microsoft Excel. Use these permissions to determine who can perform calculations, retrieve data, and manage configurations using the Excel Add-in.

For a complete overview of Excel Add-in features, see Excel Add-in.

Permission	Description
Formula wizard	Build or edit NecAccess formulas to retrieve external data into Excel.
Formula drill-down	Analyze the detailed records behind a formula result.
Data Entry	Write back entered or updated values to the source system.
Link to formula	Create dynamic hyperlinks using Application Links in Excel.
Pivot Table	Analyze multi-dimensional data in Excel using in-memory cubes.
Pivot Table Refresh	Refresh data in existing Pivot Tables.
Duplicator	Copy formulas or layouts across dimension values
Data Extraction	Extract live data from external sources into Excel.
Data Extraction Refresh	Refresh extracted datasets to update data in Excel.
Prompt	Select dimension values as filters for formulas or extractions.
Quick Prompt	Quickly pick and apply dimension filters for formulas or extractions.
Create Static Copy	Generate a fixed snapshot of current data in Excel.
References Configuration	Define and manage references for published data models and environments.
Change Password	Update your Excel Add-in connection password.
Open View	Access published server views relevant to your formula selection.
Refresh Formulas	Refresh all formulas to retrieve updated data.
Data Model Configurations	Map data models between Central Points for accurate data sources.
Environment Configurations	Switch and manage environments in your Excel Add-in.
Reporting Tree Selector	Select hierarchies for dynamic report filtering.
Reporting Tree Node Selector	Choose reporting tree nodes to filter results.
Reporting Tree Duplicator	Duplicate tree nodes or entire trees for batch reporting.

Workbook

Workbook permissions control actions users can perform on Excel workbooks within SEI. Use these settings to determine who can create, manage, or organize workbooks and related folders.

For a complete overview of workbooks features, see workbooks.

Permission	Description
Copy Folder	Copy an existing folder containing workbooks.
Rename	Change the name of a workbook or folder.
Create	Create a new workbook or folder.
Save As	Save the workbook as a new copy under a different name.
Delete	Delete a workbook or folder from the system.
Ribbon	Access the workbook-specific ribbon menu and actions.

OLAP Manager

OLAP Manager permissions control user access to multidimensional cubes, including their creation, management, and data processing actions.

Permission	Description
Add and Save Cube	Create new OLAP cubes and save their definitions.
Copy and Delete Cube	Duplicate or remove existing OLAP cubes.
Navigation	Browse and explore OLAP cubes and their structures.
Build	Generate OLAP cubes from underlying data sources.
Load All	Load data into all available OLAP cubes at once.
Refresh	Update cube data by reloading from source tables.