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Under Tab 2 of the User Permissions Report you will find the following reports:

  • Invoice/Proposal Approval Limits displays the proposal and invoice limits for each user.
  • Service Request Permissions displays whether the user has access to the Classic dashboard, the Service Request dashboard, and use the Assets module (Full Control or Read Only).
  • Service Request/WO Permissions displays whether the user has access to Service Providers (Full Control, Edit, Read Only, or Request For), and access to Work Orders (Read or Read/Edit).

You can download these reports onto your local drive for sharing, viewing, and further data manipulation.

Tip
titleSorting Your Data


Section


Column
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  • Click the up arrow next to the headers to sort columns from lowest to highest / A - Z / earliest to latest. Click it again to return to the default sorting.
  • Click the down arrow to sort from highest to lowest / Z - A / latest to earliest. Click it again to return to the default sorting.


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Invoice/Proposal Approval Report


The InvoiceThe Invoice/Proposal Approval report displays the proposal and invoice limits for each user. This report shows the following fields:

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Section


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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
  • ProposalLimit
  • ProposalLimitCurrency
  • ProposalApprovalLimitUpdatedBy shows the UserID that last updated the Proposal Limit for the listed user


  • 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
    Column
    width50%

    • InvoiceLimit

    • InvoiceLimitCurrency

    • InvoiceApprovalLimitUpdatedBy shows the UserID that last updated the Invoice Limit for the listed user

      Info

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




    Tip
    titleNTE Limit Maintenance

    An (empty value) under InvoiceApprovalLimitUpdatedBy and ProposalApprovalLimitUpdatedBy indicates that the Invoice Limit or the Proposal Limit were never updated after the initial setup. Use the date listed under InvoiceApprovalLimitUpdateDate and ProposalApprovalLimitUpdateDate (both under Service Request Permissions, below) to check when either was last updated. You may need to make adjustments if the limits weren't adjusted in a number of years.


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    Service Request Permissions Report

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    The Service Request Permissions report The Service Request Permissions report displays whether the user has access to the Classic dashboard, the Service Request dashboard, and use the Assets module (Full Control or Read Only). This report shows the following fields:

    Section


    Column
    width50%
    • 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 DashboardInvoiceApprovalLimitUpdateDate displays the date the UserID in the InvoiceApprovalLimitUpdatedBy field listed above updated the Invoice Limit for the listed user
    • ProposalApprovalLimitUpdateDate displays the date the UserID in the ProposalApprovalLimitUpdatedBy field listed above updated the Proposal Limit for the listed user


    Column
    width50%
    • 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
    • Place_Service_Request
    • Service_Request_Dashboard
    • Asset_Mgmt_Full_Control
    • Asset_Mgmt_Read
    Info

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



    Anchor

    ntelimits

    srvreqwoprms

    ntelimits

    srvreqwoprms
    Service Request/WO Permissions Report

    Image Removed


    The Service Request/WO Permissions report displays whether the user has access to Service Providers (Full Control, Edit, Read Only, or Request For), and access to Work Orders (Read or Read/Edit). This report shows the following fields:

    Section


    Column
    width50%

    • 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. 

    • Service_Providers_Full_Control

    • Service_Providers_Read

    • Service_Providers_Read_Edit

      Info

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



    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 wasn't adjusted in a number of years.Service_Providers_Request_For
  • Track_WO_PO_Read

  • Track_WO_PO_Read_Edit

    • Column
    width50%
    • 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


    Anchor
    downloaduserpermt1
    downloaduserpermt1
    Downloading Reports

    You can either download individual reports or download all reports into one file. Your reports will download with the criteria set in the filters on the top of the page.

    Downloading Individual Reports

    When hovering your mouse over the data table, an iconappears next to the table name. Click the icon to choose which format to download your report.

    Note

    The section title and the table title may have the same name. The table title is smaller and directly above the table.


    Panel
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    title⦿ How to download an individual report
    1. On the desired table, mouseover the table title. The download iconappears.
    2. Click the icon, and then select Download As...

    3. Choose the desired format (PDF, Microsoft Excel XLSX, CSV-formatted, or CSV-raw data).

      Tip

      When downloading tables to PDF, PDF (Landscape) is the recommended option.


    4. When prompted, save the report to your drive.

    Downloading All Reports Into One File

    You can download all the reports listed in this dashboard.

    Panel
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    title⦿ How to download all reports
    1. On the top-right of the screen, click the gear icon.
    2. Choose the desired format:
      1. Export to PDF saves the current page view as a PDF file. Only the data immediately listed on the page will appear in the PDF export.
      2. Export to XLSX saves all data in a Microsoft Excel XLSX spreadsheet. Each table is saved on a different Excel tab.
    3. When prompted, save the report to your drive.


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