Permissions for Reports

Access to reports in CStoreOffice® is controlled with permissions. To be able to view, configure and run reports, the user must be granted corresponding permissions.

You can use the reports permissions functionality to allow or deny access to reports for users performing different roles in your company. For example, users with the Manager or Manager Assistant role may have access to Accountant reports, while users with the Driver role must not be able to access these reports.

Only users with the system user role can grant or remove permissions for reports.

You can restrict user access to the following areas in the Reports form in CStoreOffice®:

• Separate reports
• Report sections (tabs)

Granting Permissions for Reports

To allow the user to access specific reports, you must grant permissions for these report to the role assigned to the user or the user account.

To grant permissions for reports to a user role, follow the steps:

1. Go to Settings > General > Roles.

   

2. In the Roles list, select the necessary role and at the bottom of the form, click the Edit button.
3. In the permissions list, go to Reports > Related Components.
4. On the right of the necessary report permission, click the unlock icon.

   

5. At the bottom of the form, click the Save button to save the changes.

To grant permissions for reports to a specific user, follow the steps:

1. Go to Settings > General > Employees.

   

2. In the Employee list report, click the necessary employee record.
3. In the left pane of the Edit Employee form, click Login & Password.
4. Next to the Role field, click Advanced.
5. In the permissions list, go to Reports > Related Components.
6. On the right of the necessary report permission, click the unlock icon.

   

7. At the bottom of the form, click the Save button to save the changes.

Granting Permissions for Reports Sections

Beside allowing or denying access to separate reports, you can restrict access to the whole reports sections. If the user is denied to access a specific report section, this user does not see this section under the Reports menu, and this tab in the Reports form.

You can allow and deny access to the reports sections using the following permissions:

• Dashboards
• Display Store tab at Reports page
• Display Accounting tab at Reports page
• Display Payroll tab at Reports page
• Display H.R. tab at Reports page
• Display PriceBook tab at Reports page
• Display Lottery tab at Reports page
• Display Favorites tab at Reports page

To allow or deny access to reports sections for a user role, follow the steps:

1. Go to Settings > General > Roles.

   

2. In the Roles list, select the necessary role and at the bottom of the form, click the Edit button.
3. In the permissions list, go to Reports > Related Components.
4. On the right of the permission for the necessary report section, click the unlock or lock icon.

   

5. At the bottom of the form, click the Save button to save the changes.

To allow or deny access to reports sections for a specific user, follow the steps:

1. Go to Settings > General > Employees.

   

2. In the Employee list report, click the necessary employee record.
3. In the left pane of the Edit Employee form, click Login & Password.
4. Next to the Role field, click Advanced.
5. In the permissions list, go to Reports > Related Components.
6. On the right of the necessary report permission, click the unlock or lock icon.

   

7. At the bottom of the form, click the Save button to save the changes.