Versions Compared

Version Old Version 33 New Version Current
Changes made by

Chellie Esters

Caroline Antoun

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Under Tab 1 of the the Location/Dashboard/PM tab of the User Permissions Report dashboard 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 accessBudget/PM/Locations Permissions display each user's access level to Budgets and Planned Maintenance, as well as read access to Locations and Assets.

You can download the data and email reports to recipients.

Anchor
locaccess
locaccess
Location Access

Report

Table

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.

Image RemovedImage Added

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

    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
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

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



Anchor
dashaccess
dashaccess
Dashboard Access

Report

Table

Image RemovedImage Added

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

  • 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


Column
width50%
  • 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


Anchor

ntelimits

pmprms

ntelimitsNTE Approval Limits Report

Image Removed

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

pmprms
Budget/PM/Locations Permissions Table

Image Added

The Budget/PM/Locations Permissions report displays each user's access level to Budgets and Planned Maintenance, as well as read access to Locations and Assets.

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

Section


A null (∅) value indicates the user has not logged in.
  • full access to the Planned Maintenance module
  • Pm Read indicates whether the user has Read-Only access to the Planned Maintenance module
    • Column
    width50%
    • UserID
      • TradePermitted displays the trade(s) for work orders/invoices/proposals to which
    • Budgets Full Control indicates whether the user has full access to Budgets in the Projects module
    • Pm Full Control indicates whether 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


  • Pm Create indicates whether the user can create maintenance schedules in the Planned Maintenance module
  • Locations Read indicates whether the user has Read-Only access to the Locations module
  • Equipment Read indicates whether the user has Read-Only access to the Assets module
    • Column
    width50%
    • 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



    Info

    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

    the user does not have access.


    Anchor
    commondatafeatures
    commondatafeatures

    Insert excerpt
    All Calls Tab
    All Calls Tab
    nopaneltrue

    Live Search
    spaceKeySCU
    additionalpage excerpt
    placeholderSearch our Knowledge Base
    typepage

    Panel
    titleColor#ffffff
    titleBGColor#5fa7d0
    borderStylegroove
    titleIn this Article

    Table of Contents
    maxLevel3
    minLevel2
    indent20px

    Image Modified

    Panel
    titleColorwhite
    titleBGColor#75a346
    titleRelated Articles

    Filter by label (Content by label)
    showLabelsfalse
    max8
    showSpacefalse
    sorttitle
    cqllabel = "label" in ( "enhancedanalytics" , "analytics" , "budgets" , "users" ) and space = currentSpace ( )