Management

Cory Fifield -

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In this article we provide brief detail on the features available on the Management page of Web Reports.

 

In the Management section users can:

 

Add Users:

Users must be created before they can log into Web Reports. Adding a user will allow you to manually create a user's profile. See more...

 

Invite Users:

Inviting a user will allow you to send an invite to Web Reports through an email. This is a more automated process of creating users for Web Reports. See more...

 

Edit Users:

Editing a user will allow you to change the email associated with a user as well as the roles assigned to them. See more...

 

Admin Change User Passwords:

This button will allow users with admin permission to set the password of a Web Reports user. See more...

 

Delete Users:

This button will remove a user account from Web Reports. See more...

 

Add Roles:

Adding roles to Web Reports allows you to define who can access and run reports in Web Reports. See more...

 

Delete Roles:

This button will allow you to delete roles that are no longer needed. See more...

 

Assign Reports:

Assigning reports is a critical step in using Web Reports. Until a report is assigned it can not be ran in Web Reports. See more...

 

Delete Reports:

Deleting reports will allow you to clear the reports that are available in the Reports tab. See more...

 

Report Management:

Report management will allow users to delete the reports that are available to be assigned in Web Reports. See more...

 

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