The Report Profile setting, within the Personnel setup of the Web Administration Tool allows an administrator to assign Report Profiles to employees, hence giving them access to the documents it represents.

 

Setting or updating a user’s Report Profile, will grant them access to the documents for which the profile represents.

 

Assigning Personnel to a Report Profile

1.   Access the Web Administration Tool,

2.   Select the Personnel setup within the User Setup section,

3.   Choose an Employee from the list available through the drop-down menu, (or press New to create an employee record) and the data for the employee will paint to the screen,

4.   Click on the User Setup tab,

Figure 32: User Setup tab of Personnel Setup.

 

5.   Press Edit to allow for the fields to be edited,

6.   Select a Report Profile from the drop-down list,

7.   Press Save to keep the change,

8.   Repeat steps 2 through 7 to update the profile for other employees.

 

Once set, the user can then access the application and view the documents assigned to them.