Manage Report Access
- IFS Energy & Resources
- IFS Energy and Resources (Deactivated)
- Bobby Lo (Unlicensed)
- IFS Energy & Resources (Deactivated)
Back to Qbyte Optix Manage Configurations
Introduction
By default, a user has access to ALL reports available within Optix. However, Optix system administrators can set up access control groups (roles) and determine which reports and which users can access those reports defined in the control group. For example, you may want field office personnel to only run Operation and Capital reports.
To set up Report Access, the administrator follows these 3 steps:
Set up the Access Control Group
Set up the Reports in the Access Control Group
Assign Users to the Access Control Group
Set up the Access Control Group
One or more Access Control Groups can be set up in Optix with different reports and users assigned to them.
To set up a New Access Control Group:
Click on Manage Configurations > Administration > Manage Report Access
This tab will display Existing Access Control Groups and allow set up of a New Access Control Group
Click on New Access Control Group
Enter in the Control Group Name and Description
Click Save New Access Control Group
The group will appear under Existing Access Control Groups
Set up the Reports in the Access Control Group
In the Reports tab, the Optix system administrator assigns those reports specific to the access control group. Only these reports will be seen by those users in the control group when they log into Optix.
Click on the Reports tab
Select the Access Control Group from the drop down list
Select the reports to be associated with this control group
Use search criteria to find specific reports
Select All to include all reports
SHIFT click to select a range of reports
CTRL click to select / de-select specific reports
Click Add Selected
Your select reports will appear under the Access Control Group.
More reports can be added using the Search area
Click Save All Changes
Assign Users to the Access Control Group
In the Users tab, the Optix system administrator assigns those users specific to the access control group. These users will only see the reports listed in the control group when they log into Optix.
Click on the Users tab
Select the user from the drop down list (only 1 user at a time can be selected)
Select the Access Control Group(s) the user will be assigned to (you can use Search criteria to find the control group)
Click Add Selected
Your select Access Control Group(s) will appear under the User
Continue with the next user
Click Save All Changes
When the User logs into Optix, they will only see those reports they have access to.
The user will also only see those reports under Find Report Criteria (including Shared Reports).
Modifying Access Control Groups, Reports and Users
Once Access Control Groups, Reports and Users have been set up, they can be modified or deleted as business needs dictate.
To make changes to a Control Group
Click on Manage Configurations > Administration > Manage Report Access
Click on the Access Control Group you wish to change
Click on Rename Access Control Group to change the name of the control group
Click on Delete Access Control Group to completely remove the control group from Optix
Click on View List of Users to view the list of users which have the group assigned to them
If you select Rename Access Control Group, you will get the following pop up screen.
Change the name and click OK.
If you select Delete Access Control Group, you will get the following message.
If you select View List of Users, you will be shown the list of users assigned to the Control group.
If you wish to delete a user, click on the user, and click Remove User from Access Control Group
Click Yes to proceed.
To make changes to Reports within a Control Group
Click on Manage Configurations > Administration > Manage Report Access
Click on the Reports tab
Select the Access Control Group from the drop down box.
The assigned reports will be displayed
To Delete a specific report(s), highlight the report and click Remove Selected.
Select All will select all reports (you could Select All, click Remove Selected and start all over)
SHIFT click will select a range of reports
CTRL click will select / de-select specific reports
Click Remove Selected
The reports will be removed from the control group.
To Add more reports to the control group, scroll down to the criteria section.
Enter in criteria to search for specific reports.
Select the reports to be added.
Select All will select all reports
SHIFT click will select a range of reports
CTRL click will select / de-select specific reports
Click Add Selected
Click Save All Changes to save your updates
Copyright© 2024 IFS AB. Copying prohibited. All rights reserved.