Overview

Within NorthScope’s System module, Data Access Groups allows the user to determine user access to individual reports, workflow data, and brokers. Users may be given access to individual reports and brokers while user access to workflow items is distinguished by visibility and ability to editWhereas Security Groups identify the functions a user has rights to, Data Access Groups identify what data they see. A user may have full rights to all the features in the Sales Order module but they can only print reports they have Data Access to and can only see sales orders that are in Workflows they have rights to. 

Reports – Editing User Access to Reports

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Setting the “Enable Report Data Access” preference to “Yes” enables the use of report data access and removes “(Disabled)” from the Data Access Groups Reports tab.

Note: When the preference is set to “No”, all users have access to all reports. Once the preference has been changed to “Yes”, no users have access to any reports until individual selections are made within the Reports tab in Data Access Groups.

Step 2: Select the user and company for report data access edits.

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If the user wishes to export the tab’s grid to an Excel file, click the Excel toolbar icon. This will export the visible contents of the grid to an Excel spreadsheet.

                Note: Only visible contents are exported. Therefore, if the line items have been filtered, only the filtered line items will export.

Workflow – Editing User Access to Workflow Data

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Setting the “Enable Workflow Data Access” preference to “Yes” enables the use of workflow data access and removes “(Disabled)” from the Data Access Groups Workflow tab.

Note: When the preference is set to “No”, all users have access to all workflow data. Once the preference has been changed to “Yes”, no users have access to any workflow data until individual selections are made within the Workflow tab in Data Access Groups.

Step 2: Select the user and company for workflow data access edits.

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If the user wishes to export the tab’s grid to an Excel file, click the Excel toolbar icon. This will export the visible contents of the grid to an Excel spreadsheet.

                Note: Only visible contents are exported. Therefore, if the line items have been filtered, only the filtered line items will export.