Permissions / Startup Filters

Assigns a pre-set/default filter when a dataset loads for a user or role.

save.

refresh screen.

export permissions to excel.

copy permissions between users.

Set permission for - select either the individual user or a role to assign relevant filters

Permission Summary - displays the assigned permission for the user/role selected.

Filter Icons:

indicates the user has access.

indicates the user does not have access.

indicates the filter has been excluded.

Apply permissions to users or roles

• From Set Permissions, select an individual, or role.

• Select the dataset/connector name, for example General Ledger.

• Click next to the filter to expand.

• Click the filter name to apply a lock.

  Repeat for all filters in the same data set.

• Click .

• Repeat for other users or roles.

Alternatively,

Copy user/role permissions from one user/role to another within the same dataset.

• Click

  

  From User/Role - choose the relevant user or role that you want to copy from.

  To User/Role - choose the relevant user or role that you want to copy to.

  Dataset - select the dataset.

  Copy Method - select either Merge with Existing Permissions, or Replace Existing Permissions

• Click ok

Export to Excel

• Click to display the below screen

  

• Select the relevant user(s) or role

• Select the relevant dataset(s)

• Click Ok, the below displays

  

• Click Download, excel will automatically open.

Note

The permissions included in the export refer to:

D = Direct (applied on individual user).

I = Indirect (applied via a role).

I/D = Mixed (applied on individual user and role).