This section discusses how to use Access Roles to manage end-user access to reports in the Report Library.
The Access Role-based reporting feature allows the System Administrator to regulate access to reports by designating which access roles will be allowed to access each report.
Create and Assign Access Role
The first step is to create end-user access roles. When creating these access roles, keep in mind that you will be able to assign each report to a single or multiple access roles.
After you create the access role, assign this access role to the staff member(s) whom you would like to grant access to the report.
Configure Report Access
Once you have created and assigned the access role, you will then configure the report access. To do this, click the Launcher icon and click on Setup. Next, click on the Settings tab. Click on the Report Library item in the right sidebar.
Once in the Report Library section, click the edit icon that appears when hovering your mouse over the Report Category of your choice.
Next, select the report you would like to enable the staff member(s)/access role to have access by clicking the edit icon on mouse hover.
Once in the report screen, select the Add Role icon in the Authorized Access Roles section. A pop-up box will appear with a drop-down menu. Select the access role(s) that you would like to give access to this report.
Note: This process can be repeated allowing the user to select multiple access roles from the pop-up box.
The report will then only be available to the access role(s) you select from this list.
You can repeat this process for any report in the Report Library.
Restricting Report Access
To restrict the ability of end-users to access a particular report, simply don’t select their access role from the drop-down menu of the report in the Authorized Access Roles section.