Set User Access

From the Users portlet, individual users created under IDCS will be listed and available to have user tasks defined.

  1. From the OPERA R&A navigation menu, click Users.

  2. From the list or search bar, locate the User to define allowable property data.

  3. Click Edit on the User.

  4. Click Define Access

  5. Define the access that will be available for the user to report on:

    • All levels and Properties

    • Individual Enterprise Level within the Reporting Hierarchy

    • Individual property or multiple properties from the property list

    • Combination of Enterprise Level and Property/Properties

  6. Click Save.

  7. Set the Chain(s) for the User. See description below.

  8. Click Save.


Chains

For an enterprise that consists of multiple chains, the Chain assignment option will restrict the user to only reporting data for properties defined for the selected chain(s) regardless of the presence of other properties within their defined access.

When the user is defined as a Chain Administrator (Group), they will be given the ability to manage user assignments within their assigned chains.

Note:

Note: Ensure all users have a defined access and chain associated to them prior to accessing reports and dashboards to prevent any potential issues. If a user accesses prior to adding these, once added, they will need to clear their cache or use a private browsing window.