Managing Permissions for Business Intelligence

Introduction:

Managing permissions on your Business Intelligence module is important for accuracy and control. 

The following steps will help you establish permissions:

Instructions:


1.  After logging into ManagerPlus account, click on the Business Intelligence icon in the ribbon on main page.

2.  Click on the green Permissions button at the bottom of the page.

3.  Select from the Role Name drop-down menu the user you wish to add, then click on the Add icon under the Permissions List to create a new user.

If you want to delete a user, go to Step 4.

If you want the user to not have administrator rights, click on the Read Only box.

 The green checkmark next to the name indicates that it has Read Only permission rights.


4.  To delete a user, select the user you wish to delete, then click on the Delete icon.

Useful Information and Links:

Useful Links to Related Articles: 

To Learn how to create a Express Report, click here.

To Learn how to create a Chained Report, click here.

To Learn how to Run a Business Intelligence Report , click here.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.