Follow the steps listed below to learn how to assign Report Center roles to standard users for additional navigation bar features.
Step 1: Navigate to the user
In the Administrator view of Apricot, expand Access Control in the navigation bar and select Users.
A list of users in your Apricot site will be displayed. You can click the Search Field dropdown to filter the results by username, name, or other criteria. Select the Username of the standard user you want to access the Report Center category of the navigation bar.
Step 2: Add a Role
Click Edit at the top-right corner of the User Details page.
Scroll to the Assigned Roles section and click the ‘+ Add’ button to open the Roles Search pop-up window.
Step 3: Select a Role
Click the gray arrow to expand the Report Center Product Area and view its available Roles.
Click the name of each Role you want to assign to the standard user. Note: The ‘Link All’ button will select every role across every Product Area. The ‘Clear History’ button will undo any selected Roles.
Manage Aggregate Reports: This Role is non-functional and will not work if assigned to a standard user; Aggregate Reports continue to only be accessible by Administrators.
Manage Data Archives: The user can export large amounts of data from the Apricot database through the Data Archives tool.
Manage Reports: The user can create and edit reports using the Report Builder tool.
Note: You must first create a Category for the user to place reports into as they will not have access to create a new Category. They will only be able to create new reports by default.
Note: You do not need this role for standard users to be able to edit reports. You can check the Edit box for individual reports in their permission to grant them access.
The selected Roles will display under ‘Links to be Added Upon Save’ in the Assigned Roles section.
Step 4: Save the record
Select ‘Save Record’ in the Record Options palette at the top-right of the page to confirm your changes.
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