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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.

Anchor
locaccess
locaccess
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:

Section


Column
width50%

  • UserID

  • UserName associated with the User ID

  • Email associated with the User ID

    Info
    Active_

    Null (∅) 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
width50%
  • 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 Empty values indicate all Locations, Districts, or and Regions are accessible to the user.



Anchor
dashaccess
dashaccess
Dashboard Access Report

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
width50%

  • UserID

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

  • DashboardPermissionsDashboard Permissions 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
width50%
  • PowerUser Power User indicates whether the Power User permission was turned on for the userAdminUser


The value (empty value) indicates the user does not have that level of
  • permission.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
    • Column
    width50%
    • Admin User indicates whether the Admin User permission was turned on for the user

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

    Info


    Anchor
    ntelimits
    ntelimits
    NTE Approval Limits Report

    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
    width50%

    • UserID

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

      Info

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


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

      Info

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



    Column
    width50%
    • NteLimit
    • NteLimitCurrency
    • NteApprovalLimitUpdatedBy shows the UserID that last updated the NTE Limit for the listed this particular user.

    • NteApprovalLimitUpdateDate displays shows the date the UserID listed above updated the NTE Limit for the listed userwas updated.

      Tip
      titleNTE Limit Maintenance

      An A null (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 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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