Procedures

Updated May 9, 2022

This section describes how to grant Users and Groups access to live data reports

Before you begin, note the following:

• Make sure the User is granted the USERREP permission as this will allow them to view the Live Data main menu option
• Live data report access must be granted to Users or Groups if the Public Flag box is not checked on the Live Data form
• The Live Data definition main form does not have to be in edit mode to add Users or Group permissions

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Assign Permissions to Create Live Data Reports

To grant User permission to create a live data report:

1. Go to Maintenance > User Maintenance and open the UserID record
2. Assign the User permission to create a live data report, and the data source(s) applicable:
   • Click the Permissions / Groups tab and in the User Permissions grid, ensure this User has the RUNSQL permission
   • Click the SQL Designer Perms tab and in the Data Sources grid, select the appropriate Access Flag checkbox(es) for which you wish to give this User permission
3. Click the Save icon

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Assign Permissions to Access Live Data Reports

To grant User or Group permission to a live data report, complete the following steps:

1. Go to Live Data > Live Data Reports and open the Workflow record
   • Notice that core Q360 live data reports are identified with Report No prefixed with “Q” and their attributes are not editable
2. Click the  Permissions tab
   • In the Users grid, click the Add User or Group drop-down box, select a User or Group you want to add, then click the Add icon
   • The option you added will now display in the Users grid
   • Check the View, Edit, and Delete boxes if you want the User or Group to be able work with the report grid output
3. Click the Save icon in the Users grid
   • Tip: you can see the list of all Users who now have access to this live data report from the “Access List” tab

Upon refreshing the web client, the User or Group can now see the live data definition name appear under the Live Data menu or under the applicable section if the optional category tags have been defined for the workflow record such as Live Data > Accounting

Access based on permissions and permission types

For custom live data reports, you can grant access based on permission and permission type. For example, you can grant access for all Users or Groups with the APMAIN  Edit permission

To grant Users or Groups this kind of access, complete the following steps:

1. Go to Live Data > Live Data Reports to open the live data record
2. Go to Permissions tab
   • In the Permissions grid, check the permission and permission type box(es) applicable
   • A User having at least one of the those selected permissions will inherit access to this live data report
3. Click the Save icon in the Users grid