Assigning User Privileges
You can assign users privileges, such as enabling access to specific reports and authorizing administrative configuration features.
See also:
To assign privileges to an individual user
1. Select Admin > Users > Users and Privileges. The window displays all Portal users.
3. Select the user name to which you want to assign privileges.
4. Click
Privileges. The
Assign User Privileges window is displayed.
5. Click the arrow beside the appropriate privilege folder to expand it. Or, click the
Expand All button at the bottom of the window. See
User Privileges.
6. Individually select the check boxes that correspond to the required privileges or select all entries in a folder by following the procedure described in
Enabling All Privileges in a Category. A blue checkbox indicates some privileges are selected within the category.
7. Click OK.
Setting User Group Privileges
Once you set up a User Group, you can configure the access privileges for the members of that group. For a list of privileges that can be configured, see
About User Privileges and
Table 1. Each category folder can be expanded to select a subset of the access category. Expand the folder and select the privileges to be assigned to the selected User Group. A blue checkbox indicates some privileges are selected within the category.
To select an entire category, such as
all reports, follow the procedure described in the section,
Enabling All Privileges in a Category.
To assign privileges to a User Group
1. Select
Admin >
Users >
User Groups
3. Select a User Group Name.
4. Click
Privileges. Click the arrow beside the appropriate privilege folder to expand it. Or, click the
Expand All button at the bottom of the window. See
User Privileges.
5. Individually select the check boxes that correspond to the required privileges or select all entries in a folder by following the procedure described in
Enabling All Privileges in a Category
.
6. Click OK.
Enabling New Product Report Templates
When APTARE IT Analytics introduces new system report templates, existing user accounts need to be modified to gain access to the new templates. For Super Admin, notification badges are displayed in the
Reports tab. These badges quickly identify new and updated system report templates. Badges are automatically displayed on their product folder indicating when a template change has been introduced. This badge serves as a notification. The Super Admin must use privileges to enable each product report template for users or user groups. See also
About Badging.
When they are introduced, new system report templates, delivered automatically by APTARE, appear in the correct folders in the privileges section. All reports are displayed, regardless of the products you have licensed and installed.
Note: Portal upgrades will automatically enable privileges for newly added reports and certain features/functions, for all Administrators. Refer to the APTARE Release Notes for the list of reports and features introduced in a specific product release.
RECOMMENDATION: The User Group feature lends itself to quickly enabling access to report templates that become available.
To grant access to report templates
1. Select Admin > Users > Users and Privileges. The window displays all Portal users.
3. Select a user name and click Privileges.
4. Expand
Reports.
5. Click the reports to grant access. Select the folder to grant access to an area of reporting. Expand the folder to select individual reports.
This can be done by individual user or by user group. User groups are the most efficient way to grant access to any report template, feature or enhancement.
Enabling Cloud Privileges
APTARE periodically publishes new user report templates and makes them available through the Cloud section on the Reports tab. You must enable the privilege for users to see the Cloud section on the Reports tab, view and have access to the report templates.
1. Select Admin > Users > Users and Privileges. The window displays all Portal users.
3. Select a user name and click Privileges.
4. Select
Reports>
Enable Access Cloud Reports.
5. Click OK.
Granting Access to Template Designers
Several tools give you the capability to create report templates to satisfy your organization’s reporting requirements.
• Dynamic Template Designer: A tool to create custom reports by dragging and dropping database components, which are then used to dynamically generate the Structured Query Language (SQL) query “behind the scenes” of the Portal. See
Working with the Dynamic Template Designer.
• SQL Template Designer: An interface to enable custom report creation using SQL skills.
• Method Designer: A tool to create a method, which enables special processing to be incorporated into a report template. A method can take parameters, perform an action, such as a complex calculation, and then return a value. This advanced feature requires experience in SQL query development. Methods can be used only in report templates that have been created using the Dynamic Template Designer.
1. Select Admin > Users > Users and Privileges. The window displays all Portal users.
3. Select a user name.
4. Click Privileges.
5. Select Tools>Designers and choose your template designer.
6. Click OK.
Enabling All Privileges in a Category
For User and User Group administration, you can configure privileges for individual functions, or you can configure access for an entire category of privileges.
Note: The following procedure assumes that you already have created the user or user group. This procedure also can be used when creating a new user or group.
To enable all privileges within a category
1. Select Admin > Users > Users and Privileges. The window displays all Portal users.
3. Select a user name.
4. Click Privileges.
5. Click the category folder—Reports, Tools, or Admin—to select it. You can expand folders and then select sub-folders to enable all functions within a particular sub-folder. If the checkbox beside a folder is blue, this indicates some, but not all privileges have been selected.
6. Click OK.
