Creating Roles

  1. In Reporting and Analytics, click Admin, click Portal, click Roles, and then click Roles.
  2. Click Add.
  3. Type a unique name to identify the role in the system.
  4. Optionally configure role privileges as described in the following table:
    Field Description

    Enterprise User

    Role members can view data. Role members cannot change data.

    Personalization

    Role members can customize their myPage pages.

    Password Change

    Role members can change their passwords.

    Guest

    Role members have guest-level system access and cannot make changes.

    Active

    Indicates the role is active. You cannot delete roles from the system. If you no longer need a role, clear the Active check box to deactivate the role.

    Market Segment

    Select TSR if the role applies to table service restaurants.

    Select QSR if the role applies to quick service restaurants.

    Select HTL if the role applies to leisure and entertainment.

    Sys Admin

    Assigns system administrator rights to role members.

    Role Access

    Select the role access.

    Power Role

    Role members can configure a report to show more than 5,000 rows of data.

    Enabled my2ndPage

    Provides role members with a second myPage.

    Enabled my3rdPage

    Provides role members with a third myPage.

    Info Distribution Administrator

    Enables report mail for role members. Role members can schedule reports for email distribution.

    Change Info Distribution Preferences

    Role members can change report mail created by other users.

    Can Be Assigned in HR Form

    Members of the role can be used in HR forms.

    Restrict Access to inMotion

    Role members do not have permission to log in to the InMotion Mobile application.

    Can Administer API Users

    Role members have system rights to administer API user accounts. API user accounts enable you to integrate with Reporting and Analytics through APIs.

    Revenue Center Type

    Select the revenue center to which members of this role have access.

  5. Click Save.