Managing Users and Roles in WebReports

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Overview

The Users page is the central location for managing user accounts, roles, User Defined Fields (UDFs), and Publisher Connection Profiles within WebReports.

Administrators can use the Users page to:

• Create user accounts
• Edit existing users
• Delete users
• Create and manage roles
• Assign users to roles
• Configure User Defined Fields (UDFs)
• Configure Publisher Connection Profiles

Proper user and role management helps ensure users have access to the reports and functionality they need while maintaining security and administrative control.

Accessing User Management

1. Log in to WebReports using an account with administrative privileges.
2. Select Management from the navigation menu.
3. Select Users.

The Users page contains three primary sections:

Users

Displays all users configured in WebReports and the roles assigned to each user.

Roles

Displays all available roles used to organize users and control report access.

Assigned Reports

Displays report assignments configured within WebReports.

For detailed information about report assignments, see Assigning Reports to Roles in WebReports.

The Users page provides tools for managing user accounts, roles, and report assignments.

Managing Users

Adding Users

Administrators can create user accounts directly within WebReports.

Create a user by entering login information, assigning roles, and optionally selecting Defined Fields and Publisher Connection Profiles.

To Add a User

1. Navigate to Management → Users.
2. Select Add.
3. Enter a User Login.
4. Enter the user's Email address.
5. Enter and confirm a password.
6. Select one or more Roles.
7. Optionally assign Define Fields values.
8. Optionally assign Publisher Connection Profiles.
9. Select Save.

User Fields

Important: Every user must be assigned at least one role before the account can be created.

Editing Users

Administrators can update user account settings after the account has been created.

User accounts can be updated to modify email addresses, role assignments, Defined Fields, and Publisher Connection Profiles.

Editable User Settings

• Email Address
• Assigned Roles
• User Defined Fields (UDFs)
• Publisher Connection Profiles

To Edit a User

1. Navigate to Management → Users.
2. Locate the desired user.
3. Select the Edit icon.
4. Update the required settings.
5. Select Change.

Note: The User Login cannot be modified after the account is created.

Deleting Users

User accounts that no longer require access can be removed from WebReports.

To Delete a User

1. Navigate to Management → Users.
2. Locate the desired user.
3. Select the Delete icon.
4. Confirm the deletion.

Warning: Deleting a user permanently removes the account from WebReports.

Managing Roles

Roles determine how users are grouped and how report access is assigned.

Creating Roles

To Create a Role

1. Navigate to Management → Users.
2. In the Roles section, select Add.
3. Enter a role name.
4. Select Save.

The role becomes available for assignment to users and report access configurations.

Assigning Users to Roles

Users can be assigned to roles directly from the Roles section.

To Add Users to a Role

1. Navigate to Management → Users.
2. Locate the desired role.
3. Select the Edit icon.
4. Select one or more users from the list.
5. Select Apply.

The selected users are assigned to the role.

Users can also be assigned roles during user creation or user editing.

Deleting Roles

To Delete a Role

1. Navigate to Management → Users.
2. Select the desired role.
3. Select the Delete icon.
4. Confirm the deletion.

Important: Verify that no active users or report assignments depend on the role before deleting it.

User Defined Fields (UDFs)

User Defined Fields provide additional information that can be associated with user accounts.

Common examples include:

• Department
• Region
• Team
• Supervisor
• Client Number

UDFs are commonly used for report filtering and personalized report results.

For detailed information, see Assigning Defined Fields to Users in WebReports.

Publisher Connection Profiles

Publisher Connection Profiles determine which VDM connection profiles are available to a user.

Connection profiles can be assigned during user creation or while editing an existing user.

Limiting connection profiles helps ensure users only have access to approved data sources.

Article Summary

The Users page provides administrators with tools to create and manage users, organize users through roles, assign User Defined Fields, and control access to Publisher Connection Profiles within WebReports.