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SS User Permissions Report

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Summary

The User Permissions report displays a filtered list of users and their Springbrook security settings.

Step by Step

 

1     Open the User Permissions report (SS> Security> Print User Permissions).

 

2     Configure the report.

  • The Security For drop-down menu is used to filter the displayed user permissions to those set up at the user, user group or department level.
    • The field label below is determined by the selection in the Security For field above. Click the field label to select the User, User Group or Department that you would like to use to filter the report.
      • Users are created and maintained on the User Maintenance window (SS> Security> User).
      • User Groups are created and maintained on the User Group Maintenance window (SS> Security> User Group).
      • Departments are created and maintained on the Department Maintenance window (SS> Maintenance> Department).
  • Check the Include inaccessible menu items toggle to include menu items that the user does not have access to in the report.
    • This will create a line item in the report for every system, process or step that is set to "No Access" on a user security record.
  • The SystemProcess Name and Step Name drop-down menus are used to further filter the permissions displayed in the report.
  • After specifying the desired filter details, click the Refresh icon to display the resulting permissions.
  • The printed report displays the same information that is displayed in the data grid.

 

3     Print the report.

  • Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
    • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
    • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
    • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
    • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report). 
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