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Under Tab 1 of the User Permissions Report you will find the following reports:

  • Location Access displays each user, whether the user is active or inactive in Service Automation, and the access levels by Location, District, and Region.

  • Dashboard Access displays the dashboard access and corporate access of each user (Power User / Admin User / Super Admin User).
  • NTE Approval Limits displays NTE limits and currency, NTE limit updates, the user's last login date, and the work order trades the user is permitted to access.

You can download the data and email reports to recipients.

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Location Access Report

The Location Access report displays each user, whether the user is active or inactive in Service Automation, and the access levels by Location, District, and Region.

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The following data is listed in the report, sortable by these column headers:

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Section


Column
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  • UserID

  • UserName associated with the User ID

  • Email associated with the User ID

    Info

    A null (∅) value indicates there is no email associated with the user.


  • Active Disabled shows whether the User ID is marked as an Active account or a Disabled account


Column
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  • Location Permitted shows the list of Location IDs the user has access
  • District Permitted shows the list of Districts the user has access

  • Region Permitted shows the list of Regions the user has access

    Info

    Empty values indicate all Locations, Districts, and Regions are accessible to the user.



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Dashboard Access Report

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The Dashboard Access report displays the dashboard access and corporate access of each user (Power User / Admin User / Super Admin User). 

Info

A null (∅) value indicates no dashboard association or redirect is assigned to the user.

The following data is listed in the report, sortable by these column headers:

Section


Column
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  • UserID

  • Redirect to Dashboard indicates whether the user has only Dashboard access

  • Dashboard Permissions indicates whether the user is a Dashboard Power User or Administrator

  • Power User indicates whether the Power User permission was turned on for the user


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  • Admin User indicates whether the Admin User permission was turned on for the user

  • Super User indicates whether the Super User permission was turned on for the user

  • Dashboard indicates which configured Dashboard the user has access, whether a Main Dashboard or an Expert Dashboard
  • Region Permitted shows the list of Regions the user has access


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NTE Approval Limits Report

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The NTE Approval Limits report displays NTE limits and currency, NTE limit updates, the user's last login date, and the work order trades the user is permitted to access.

The following data is listed in the report, sortable by these column headers:

Section


Column
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  • UserID

  • TradePermitted displays the trade(s) for work orders/invoices/proposals to which the user has access.

    Info

    A null (∅) value indicates all trades are accessible.


  • LastLoginDate shows the last time the user logged into Service Automation. 

    Info

    A null (∅) value indicates the user has not logged in.



Column
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  • NteLimit
  • NteLimitCurrency
  • NteApprovalLimitUpdatedBy shows the UserID that last updated the NTE Limit for this particular user.

  • NteApprovalLimitUpdateDate shows the date the NTE Limit was updated.

    Tip
    titleNTE Limit Maintenance

    A null (∅) value under NteApprovalLimitUpdatedBy indicates that the NTE was never updated after the initial setup. Use the date listed under NteApprovalLimitUpdateDate to check when the NTE was initially set up; you may need to make adjustments if the NTE has not been adjusted in a number of years.



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