Managing Users in WebReports

The Users page allows authorized administrators to create and manage WebReports user accounts, assign roles and defined fields, and review report access.

Screenshots use fictional demo data consistent with Management Overview.

Open the Users page

Sign in to WebReports.
Select Management from the navigation menu.
Select Users.

WebReports Users page with the same seven fictional demo users and Demo Administrator selected as in Management Overview.

Find and review a user

Use the search box to find a user by login, email address, or online status.

Select a user to view:

Email address
Account status
Online status
Assigned roles
Assigned reports
Available connections
Report types
How access was granted
Report expiration period

The Access via column identifies the role or assignment providing access to each report.

Demo Administrator account status, assigned roles, and five demo reports with matching connections and expiration periods.

Add a user

Select Add.
Enter a unique User Login.
Enter the user’s Email address.
Enter a password in Password.
Enter the same password in Confirm Password.
Select one or more Roles.
If applicable, select the user’s Defined Fields.
If the user publishes reports, select the applicable Publisher Connection Profiles.
Select Save.

Create user dialog with alex.johnson@example.com, masked passwords, and User and Demo Sales roles; Alex is not yet in the directory.

The user’s roles determine the WebReports features and reports they can access.

Edit a user

Select the user from the directory.
Select Edit.
Update the user’s email address or assigned roles as needed.
Add or remove defined fields.
Add or remove publisher connection profiles.
Select Save Changes.

Update user dialog for alex.johnson@example.com with User and Demo Sales roles and Demo Department, Demo Region, and Demo Team selected.

Assign defined fields to a user

Defined fields allow user-specific values to be supplied when reports are run.

Select the user and select Edit.
Open Select user defined fields.
Check each field that should be assigned to the user.
Enter the user-specific value for each selected field.
Select OK.
Select Save Changes in the Update User window.

Selecting OK closes the defined-field selection list. The assignment is not saved until Save Changes is selected.

Delete a user

Deleting a user removes their WebReports account and access.

Select the user from the directory.
Select Delete.
Review the selected user carefully.
Confirm the deletion when prompted.

Deleting a user cannot be undone. Verify that the correct account is selected before confirming.