How to set or edit Reports User Permissions
In order to be able to generate a Report, a User must have been set to have permission to generate the particular report in question. To set the Reports User Permissions, follow these steps:
*Note: By default users are given permission to generate all reports.
1. Log in as Administrator
To access the Reports Permission you will need to log in as Administrator or as a user who has been set as having permission to edit user credentials and permissions.
2. Open the Preferences/Permissions window
To access and edit the User Report Permissions, click the 'Tools' button in the top toolbar and then click 'Administative', then 'Preferences'.
Now go to the Report Permissions tab.
3. Set the User Permissions
Within the User Permissions tab, it is possible to set which user has the permission to generate which reports.
Tip: If you right click a row a menu option will appear that will you tick or untick all items for a user in one action.
This setting determines whether a User can access and produce any of the reports in Migration Manager. If the box is unticked then the user will be unable to generate any of the reports
If this setting is not ticked, then a User can only view their own billing details when generating the following Accounts reports:
- Time Billing Detail
- Fee Earner Performance Report
- Incomplete Time Billing Entries
- Billing Receipts by Staff Member
All of the remaining settings control whether the user can generate a specified Accounts or System Report.
Once you have finished entering all of your relevant Accounts User Permissions, click 'Save & Exit' to finish.