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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

these reports onto your local drive for sharing, viewing, and further data manipulation

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.

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

  • 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

    The value (empty value) indicates the user has access to all Locations, Districts, or Regions.



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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). 

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

Section


Column
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  • UserID

  • RedirecttoDashboard indicates whether the user has only Dashboard access

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

  • Dashboard indicates which configured Dashboard the user has access, whether a Main Dashboard or an Expert Dashboard


Column
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  • PowerUser indicates whether the Power User permission was turned on for the user
  • AdminUser indicates whether the Admin User permission was turned on for the user

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

    Info

    The value (empty value) indicates the user does not have that level of permission.



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ntelimits
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

    An (empty value) indicates all trades are accessible.


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

    Info

    An (empty 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 the listed user

  • NteApprovalLimitUpdateDate displays the date the UserID listed above updated the NTE Limit for the listed user

    Tip
    titleNTE Limit Maintenance

    An (empty 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 last updated. You may need to make adjustments if the NTE has not been adjusted in a number of years.



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