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Under Tab 3 of the User Permissions Report you will find the following reports:

You can download the data and email reports to recipients.

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Invoice Permissions Report

The Invoice Permissions report shows each user's access level to Invoices and invoice processing.

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

Section


Column
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  • UserID
  • Invoices_Full_Control indicates whether the user has full access to the Invoices module
  • Invoices_Read_All indicates whether the user has Read-Only access to the Invoices module
  • Invoices_Create indicates whether the user can create invoices in the Invoices module


Column
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  • Invoices_Process indicates whether the user can take action on invoices in the Invoices module
  • Invoices_Read_Appr_Paid indicates whether the user can read and approve invoices, and mark invoices as 'paid' in the Invoices module
  • Dashboard_User indicates whether the user can take action on invoices in the Service Request Dashboard



Info

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

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Proposal/Report Permissions Report

The Proposal/Report Permissions report displays each user's access level to Proposals and proposal processing.

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

Section


Column
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  • UserID
  • Proposals_Full_Control indicates whether the user has full access to the Proposals module
  • Proposals_Read indicates whether the user has Read-Only access to the Proposals module
  • Proposals_Create indicates whether the user can create invoices in the Proposals module


Column
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  • Proposals_Process indicates whether the user can process proposals in the Proposals module
  • Reports_Read indicates whether the user has Read-Only access to the Reports module
  • Reports_Read_Edit indicates whether the user has edit rights to the Reports module



Info

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

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pmprms
Budget/PM/Locations Permissions Report

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


Column
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  • UserID
  • Budgets_Full_Control indicates whether the user has full access to Budgets in the Projects module
  • PM_Full_Control indicates whether the user has full access to the Planned Maintenance module
  • PM_Read indicates whether the user has Read-Only access to the Planned Maintenance module


Column
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  • 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



Info

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

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