How to Set Up Access Rights

You can restrict access to things such as merge templates, reports, and saved settings for reports. To do this, you specify access rights by security role.

Related Topics:

  • Set Up Access to Application Tabs
    Using the Access Rights tab on the Roles form, you can control a role's access to the tabs in DPS applications. This includes custom tabs added to DPS by your company.
  • Set Up Access to Companies
    If your enterprise has multiple companies, you can control a role's access to data by company. Employees in the role can have access to only their home company, or to multiple companies. The list of available companies is based on the companies that are set up in Organization Configuration.
  • Set Up Access to Effective Dates
    Each security role that is involved in effective date configuration and setup must have full security access to the effective dates cost rates feature.
  • Set Up Access to Favorite Reports
    You can control access to favorite reports by individual role or for multiple roles. These settings work in conjunction with DPS Reporting. You must use the Organize Favorite Reports dialog box to configure favorite reports before you can make them available to one or more roles.
  • Set Up Access to Lookups
    You can control the fields that each role can search by in desktop application lookups.
  • Set Up Access to Printers
    You can control access rights to server printers for each DPS role. The list of available printers is based on the printers that are set up on the report server machine.
  • Set Up Access to Reports
    You can assign the access rights to reports for each DPS role. The list of available reports is based on the reports that are set up in Reporting.
  • Set Up Access to Report Columns and Groups
    As part of setting up a role's security access to reports, you can limit the role's access to certain report columns and groups.
  • Set Up Access to Saved Report Options
    You can limit access to saved sets of report options for use in Reporting.
  • Set Up Access to Saved Searches
    You can specify a set of saved search criteria that will be available when members of a given security role use a lookup to perform a standard or advanced search. (These access rights only apply to saved searches created and used in the desktop application.)
  • Set Up Access to System Dashparts
    You can control a role's access to the standard portions of the Dashboard in the desktop applicatioin. When you establish a role's access to dashparts, you determine the set of dashparts from which the user can select, to configure his or her own dashboard. (These access rights do not apply to the browser application.)
  • Set Up Access to Web Dashparts
    You can control a role's ability to add web dashparts to the Dashboard in the desktop application. A web dashpart provides a quick link to a web site, to your web Outlook application, or to other Web-based functionality such as saved reports. (These access rights do not apply to the browser application.)
Parent Topic: Roles Security Settings (Desktop)