The Report Profile setting, within the Personnel setup of the MoversSuite Administration - web 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 MoversSuite Administration - web,

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 50: 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.