User administration

You can define permissions, data access and feature access for users and roles.

NOTE: Data access on a user level will always override data access on a role level.

 

Set permissions for a user

  1. Click Settings > Administration.
  2. Click the Users tab.
  3. In the list, click the name of the user.
  4. In the menu that opens to the right, click the Permissions drop-down menu.
  5. Use the Permission switches to set permissions. See table below for descriptions.
Permission Description
Can drill down Allows users to drill down to see the underlying detail of the value presented in a report.
Can import company data Allows users to access the Get Data module where they can manage connections to their ERP system and import data.
Can manage categories Allows users to create categories in the Live Reporting and Budgeting modules.
Can manage connection Allows users to manage connections and data import jobs in Get Data.
Can view vouchers Allows users to drill down to see vouchers.
Full data access Allows users full access to all companies under the tenant. If deselected, you can manage the access to the various companies under the Data access section.

 

Set data access for a user

  1. Click Settings > Administration.
  2. Click the Users tab.
  3. In the list, click a user.
  4. In the menu that opens to the right, click the Data access drop-down menu. In the list, you can see which integrations the user has access to.
  5. In the list of companies, click Add to give the user access.
  6. To give the user or role access to specific modules and dimensions, click  Edit. The Set Access Filters dialog box displays. Here you can define filters for specific modules and dimensions in the selected company.
  7. Click modules and dimensions in the list to the left-hand side of the dialog, and drag and drop them to the right-hand side of the dialog. The filter is displayed as an orange box.
    NOTE: If you add identical modules or dimensions as filters, these filters are grouped with the logical operator And. Click And to change the logical operator.
  8. Click Where to select whether to include (Where) or exclude (Where not) data that matches this filter.
  9. Click In to select an operator.
  10. Click {no filter} (or any other criteria displayed in the orange box) to specify criteria for the filter.
  11. Use CTRL+click or SHIFT+click to select values from the list. The filter box at the bottom of the dialog is updated with the selected values. You can also enter values manually.
  12. Use ranges: Deselect this option to show all values in a range.
  13. Include blank: Select this option to also include data where no value exists (NULL).
  14. Click Use value. The filter is added to the list.
  15. Repeat steps 6-13 to add more filters. Example: Use the “Where Module In *” filter to give access to all data, and then add a “Where not dimension In dimension name” to exclude one or more dimensions.
  16. Click OK when you are done.

 

Set module access for a user

  1. Click Settings > Administration.
  2. Click the Users tab.
  3. In the list, click a user.
  4. In the menu that opens to the right, click the Module access drop-down menu.
  5. Use the Module access switches to give users access to the OSR Portal modules.

 

Remove data access

  1. Click Settings > Administration.
  2. Click the Users tab.
  3. In the list, click a user.
  4. In the menu that opens to the right, click the Data access drop-down menu. In the list, you can see which integrations the user has access to.
  5. In the list of companies, click Edit .
  6. In the Set Access Filters dialog box, mouse over the orange Module filter until a menu is visible, then click Remove filter.

NOTE: You can also set the permissions, data and feature access on the role level. See Create new role for a tenant.