Add Reports Roles

Create a role to define a person’s privileges

Required system privilege: View/Add/Edit/Delete Roles.

1. In Reporting and Analytics, click the side navigation menu, click Administration, click Roles, and then click Add Role.
2. Enter the name of the role and click Add.
3. Click the Role Administration field and select roles that the current role can administer or configure.
4. Information will automatically populate in the other fields including:

   • Status: the default setting is Active.

   • Record Return Maximum: the default setting is Standard. This option refers to the maximum number of records that can be retrieved on reports.

   • Labor Management: this view appears for enterprises with Labor Management and is deselected by default.

   • InMotion Mobile: determines whether you can log into and view data in the app.

5. Click Save and Close or Save.

• Define System-Level Privileges
  Define and place limits on what each role can do within Reporting and Analytics.
• Define Access to Reports and Data
  Define the type of information a role can see within reports and block specific reports from view.
• Simphony Inventory
  
• Define Access to Portlets
  
• Assign a Person to a Reports Role
  
• Administrator Roles
  
• Set the Hierarchy Administrator
  
• Set the Functional Administrator