Maintaining Report and Interface Items Permits

A Report and Interface Items Permit is used to determine the level of access Users have to the items listed in the Reports and Interfaces function ie. Reports, custom built interfaces, etc.
A similar Permit regime exists for Main Menu Applications and Queries.
A Report and Interface Items Permit is based on a combination of Division Group, Role and Report and Interface Items Group.
Access levels can be set to:
- No Access: Items won't be listed in the Reports and Interfaces function.
- View only: The item can be opened but Add, Change, Delete operations will be prohibited.
- Maintain: The item can be opened and Add, Change, Delete operations will be allowed.

File

Security

Reporting and Interfaces

Reports and Interfaces Rights

Mandatory Prerequisites

Prior to creating a Report and Interface Items Permit, refer to the following Topics:

Division Group - Maintaining Groups (Generic)
Report and Interface Items Group - Maintaining Report and Interface Items Groups
Role - Maintaining Roles

Screenshot and Field Descriptions: Report and Interface Items Permit

Division-G: this is the Division Group for which you will be configuring Report and Interface Items Permits.

Role: this is the Role for which you will be configuring a Report and Interface Items Permits.

Report and Interface Items Group table: this displays a list of all of the Report and Interface Items Groups. Specify if the Division Group / Role combination has been granted View or Maintain rights to the Report and Interface Items Groups, by ticking the check boxes in the View and Maintain columns.

How Do I : Search For and Maintain Entities

These General Rules are described in the Fundamentals Manual: How Do I : Search For and Maintain Entities

How Do I : Add new Report and Interface Items Permits

At the Division-G field, locate the Division Group.
At the Role field, locate the Role.
In the Report and Interface Items Group table, tick the check box in the Maintain column to grant maintain rights to the Report and Interface Items Group. The check box in the View column will automatically be ticked as well.
Tick the check box in the View column to grant view only rights to the Report and Interface Items Group.
Click the Application tool-bar push button: Add.
Confirm that you wish to add the new permits.

How Do I : Modify existing Report and Interface Items Permits

At the Division-G field, locate the Division Group.
At the Role field, locate the Role.
In the Report and Interface Items Group table, tick the check box in the Maintain column to grant maintain rights to the Report and Interface Items Group. The check box in the View column will automatically be ticked as well.
Tick the check box in the View column to grant view only rights to the Report and Interface Items Group.
Click the Application tool-bar push button: Change.
Confirm that you wish to change the permits.

How Do I : Delete existing Report and Interface Items Permits

At the Division-G field, locate the Division Group.
At the Role field, locate the Role.
Click the Application tool-bar push button: Delete.
Confirm that you wish to delete the permits.

Note: Deleting Report and Interface Items Permits deletes the permits for ALL of the Report and Interface Items Groups in the selected Division Group / Role combination. If you only wish to remove the permits for a subset of Report and Interface Items Groups, refer to "How Do I : Modify existing Report and Interface Items Permits".