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Under Tab 1

Under Tab 2 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.

Tip
titleSorting Your Data
Section
Column
width70%
  • 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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AnchorlocaccesslocaccessLocation Access Report

The Location Access report shows the following fields:

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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.

    AnchordashaccessdashaccessDashboard Access Report

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    The Dashboard Access 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 Dashboard
    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

    Info

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

    AnchorntelimitsntelimitsNTE Approval Limits Report

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    The NTE Approval Limits report shows the following fields
    • 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-Only or Read/Edit).

    You can download the data and email reports to recipients.

    Anchor
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    invpropapproval
    Invoice/Proposal Approval Report

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    The Invoice/Proposal Approval report displays the proposal and invoice limits for each user.

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

    Section


    An (empty value) indicates the user has not logged in.ProposalLimit
  • ProposalLimitCurrency
  • ProposalApprovalLimitUpdatedBy shows the UserID that last updated the Proposal Limit for the listed user
    • 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. 

    Info


    Column
    width50%
    • NteLimit

      InvoiceLimit

    • NteLimitCurrency
    • NteApprovalLimitUpdatedBy

      InvoiceLimitCurrency shows the

      UserID that last updated the NTE Limit for the listed user

      NteApprovalLimitUpdateDate displays the date the UserID listed above updated the NTE original currency of the invoice limit

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



    NTE
    Tip
    title
    Invoice Limit and Proposal Limit Maintenance
    An

    A null (

    empty

    ∅) value

    )

    under

    NteApprovalLimitUpdatedBy

    InvoiceApprovalLimitUpdatedBy and ProposalApprovalLimitUpdatedBy indicates that

    the NTE was

    the Invoice Limit or the Proposal Limit were never updated after the initial setup. Use the date listed under

    NteApprovalLimitUpdateDate

    InvoiceApprovalLimitUpdateDate and ProposalApprovalLimitUpdateDate (see Service Request Permissions, below) to check when

    the NTE

    either was last updated. You may need to make adjustments if the

    NTE wasn't

    limits have not been adjusted in a number of years.

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    title⦿ How to download all reports
  • On the top-right of the screen, click the gear icon.
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  • 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.
    • When prompted, save the report to your drive.

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    downloaduserpermt1downloaduserpermt1Downloading 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 iconImage Removedappears 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
    bgColor#F9F9F9
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    titleBGColor#EAEAEA
    borderStylenone
    title⦿ How to download an individual report
  • On the desired table, mouseover the table title. The download iconImage Removedappears.
    Image Removed
  • Click the icon, and then select Download As...

    • 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.

  • 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

    srvreqperms
    Service Request Permissions Report

    Image Added

    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).

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

    Section


    Column
    width50%
    • UserID
    • InvoiceApprovalLimitUpdateDate 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%
    • Place_Service_Request indicates whether the user has access to Classic Service Request
    • Service_Request_Dashboard indicates whether the user has access to the Service Request Dashboard
    • Asset_Mgmt_Full_Control indicates whether the user has Read and Edit access to the Assets module
    • Asset_Mgmt_Read indicates whether the user has Read-Only access to the Assets module



    Info

    A null (∅) value indicates the user does not have access.

    Anchor
    srvreqwoprms
    srvreqwoprms
    Service Request/WO Permissions Report

    Image Added

    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-Only or Read/Edit).

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

    Section


    Column
    width50%

    • UserID

    • Service_Providers_Full_Control indicates whether the user has Full Access to the Providers module

    • Service_Providers_Read indicates whether the user has Read-Only access to the Providers module

    • Service_Providers_Read_Edit indicates whether the user has Read and Edit access to the Providers module


    Column
    width50%
    • Service_Providers_Request_For indicates whether the user has Request access to the Providers module
    • Track_WO_PO_Read indicates whether the user has Read-Only access to Work Orders

    • Track_WO_PO_Read_Edit indicates whether the user has Read and Edit access to Work Orders



    Info

    A null (∅) value indicates the user does not have access.


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