Creating a Scheduled PDF Role using the UI

Security Requirements and Controls
  • Change persistent queries to run on behalf of organization permission

  • Change scheduled report permission

To create a role that supports configuring scheduled reports:

  1. Navigate to Organization Settings and add a new role by following the steps described at Manage Roles

  2. Select the permissions to enable for the role, making sure to select the Change scheduled reports permission:

  3. Click Create role .

  4. Assign users or groups to the new role as explained at Assign Roles to Groups.