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How to Create a Custom BI Role in OTM with Restricted Shared Folder Access

edited Jan 9, 2026 10:13AM in Transportation Management 4 comments

We want to create a new BI role (similar to an BI_Author) with the following behavior:


Shared Folder Permissions for New Role we create
• ✅ Allowed:
○ Archive reports from the Shared folder
• ❌ Not Allowed:
○ Unarchive reports in the Shared folder
○ Create new reports
○ Edit existing reports
○ Move reports into the Shared folder


Question
1. Is it possible to create a custom BI role in OTM that supports: above requirement.
2. If so, where and how should this BI role be created and configured?
Any guidance, documentation references would be greatly appreciated.
Thank you in advance for your support.


Kind regards,

Girisha

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