Overview
The User Manager allows the configuration of which solutions can be accessed by a user at the role level and at the user level. This article shows how to adjust these settings at the user level.
Information
First of all, it is important to know that a user can only grant or remove access to another user for solutions that they themselves have access to.
In order to make this configuration, follow these steps:
- Log in to the reporting portal (eManager).
- Go to Tools - User Manager.
- Search for the user using the available filters.
- Once you find the user, click Edit.
- Click Solution Restriction at the top of the screen.
- This screen will open:
- At the Role Level column, you can check if the user's role allows or prevents them from accessing that specific solution. If you disagree with this setting, you can override it by selecting the Allow or Deny options in the Access column. Bear in mind though that, by doing this, this user will not be subject to changes performed at the role level anymore. If these exceptions become frequent, you or your organization will have a hard time configuring permissions properly in the future. If the same settings are going to be shared among several users, consider if creating a new role would not be a better solution.
Note: The creation of a new role is a configuration change that must be directed to your account manager. - When you are done, click Save to apply the changes.
Testing
In order to confirm that everything is working properly, ask the modified user to access the reporting portal (eManager), and check which solutions are available to them.