For security roles that do
not have export administrator access, you can give the role access to some or all of the data export definitions for exporting
Vantagepoint data to a file in the Exports utility and/or the Integrations Manager utility.
For more information about export administrator tasks and responsibilities, see
Role Security for the Exports and Integrations Manager Utilities.
The instructions in this topic apply for roles that do
not have export administrator access (the
Export Administrator checkbox is
not selected on the on the Access Rights tab in Roles Security).
To give a non-export administrator security role the ability to export
Vantagepoint data to a file:
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In the Navigation pane, select
.
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At the top of the Roles form, enter either a complete or partial name or number in the
Find role lookup field to find and select an existing role for which you want to grant some or all of the data export definitions.
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On the Overview tab of the Roles form, in the access-to-menu-items list, navigate to and select the following menu items to give access to those menu items:
-
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- The hubs that are related to the data export definitions to which you are giving access (such as the Employees and Projects hubs).
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Click the Access Rights tab.
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To give the role access to the appropriate data packs, set the
Functional Area option to
Data Packs and then complete the fields on the Access Rights tab.
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To give the role access to some or all data export definitions for exporting data, set the
Functional Area option to
Data Export Definitions and then complete the fields on the Access Rights tab.
The data export definitions available to you are determined by the data packs that you selected in step 5. If you do not see a data export definition that you expect to see, check to be sure that you selected the corresponding data pack.
For specific instructions, see
Give a Security Role Access to Data Export Definitions.
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On the Record Access tab, review the settings in the Application Record Access grid for the hubs to which the role has access.
The settings on this tab also limit the data that the role can export using the Export utility and Integrations Manager utility.
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If you gave the role access to a data export definition that includes labor cost rates and amounts, click the Accounting tab and review the access level for viewing and exporting labor rates and amounts in the
Labor Cost Rates/Amounts field.
This field controls the ability to export that data, as well as access that data on reports and forms. For more information, see
Accounting Tab of the Roles Form.