Assigning Report Categories to Roles
From the Administration menu, select Roles. The User Role Search page will be displayed, listing all current Roles.
Enter a name into the Role Name search field and click the Search button on the page footer to search for an existing role.
Click on the row containing the Role you wish to assign Widgets to.
The Role Page will be displayed with the Role Details tab in focus.
Select the Reports tab.
The Reports tab enables you to assign Report Categories to the role. Report Categories are created within LU_REPORT_CATEGORY.
Click the Edit button in the Report Categories multi-select box to open the Report Category Lookup selection.
Select the required reports.
If you have the WEX module enabled, use the check boxes in the WEX Reports Available to Role grid to select the required WEX reports.
Copy Reports to a different Role
Reports assigned to the selected Role can be copied to a different Role in bulk if required
Click the Copy Report Categories button to open the Role Lookup Selection.
Search for and select the required Role.
The selected Role details page will be displayed, and details can be amended as required.
Click Save