Manage Server Access

Starting in Strategy One (December 2025), you can use Workstation to define server-level access to users and user groups. Use this setting to grant administrative access to different servers.

Prerequisites

You must have the Use Workstation and Configure server basic privileges to manage server access.

Manage Server Access

1. Open the Workstation window with the Navigation pane in smart mode.

2. In the Navigation pane, click Environments.

3. Right-click an environment and choose Properties.

4. In the left pane, click Server Access.

   

5. Expand the Permissions drop-down list next to a user or user group and choose a predefined role. The options are as follows:

   • Connect: Provides Browse access.

   • Monitoring: Provides Browse and Read access.

   • Administration: Provides Browse, Read, Use, and Execute access.

   • Configuration: Provides all access.

   • Denied All: Provides no access.

6. To provide service access to additional users and user groups:

   1. Click Add Users and Groups.

   2. Select the checkbox next to users or user groups.

   3. Click Save.

      The new user or user group is added to the server access list.

   4. Expand the Permissions drop-down list for the user or user group and choose an option.

7. Click OK.

8. Restart your Intelligence Server.

Advanced View

You can use the advanced view to further customize server access permissions outside of the predefined roles.

1. Open the Workstation window with the Navigation pane in smart mode.

2. In the Navigation pane, click Environments.

3. Right-click an environment and choose Properties.

4. In the left pane, click Server Access.

5. Toggle on Advanced View.

   

6. View the permissions options:

   • Browse: Allows users to view the structure of the system without being able to access the contents.

   • Read: Allows users to view the contents of the file or objects but not modify it.

   • Write: Allows users to modify files or objects.

   • Delete: Allows users to remove files or objects.

   • Control: Allows users full control over a file or object.

   • Use: Allows users to reference or use an object when creating or modifying other objects.

   • Execute: Allows users to run files or scripts.

7. Click the checkmark below a permission to grant, deny, or set the permission to default. Click the checkmark repeatedly until you reach your desired option. The options are as follows:

   • Grant: Provides access to the permission.

   • Deny: Denies access to the permission.

   • Default: Reflects the permission default to grant or deny access.

8. Click OK.