Summary

The User Permissions report displays a filtered list of users and their Springbrook security settings.

Step by Step

1     Open the User Permissions report (SS> Security> Print User Permissions).

2     Configure the report.

• The Security For drop-down menu is used to filter the displayed user permissions to those set up at the user, user group or department level.
  • The field label below is determined by the selection in the Security For field above. Click the field label to select the User, User Group or Department that you would like to use to filter the report.
    • Users are created and maintained on the User Maintenance window (SS> Security> User).
    • User Groups are created and maintained on the User Group Maintenance window (SS> Security> User Group).
    • Departments are created and maintained on the Department Maintenance window (SS> Maintenance> Department).
• Check the Include inaccessible menu items toggle to include menu items that the user does not have access to in the report.
  • This will create a line item in the report for every system, process or step that is set to "No Access" on a user security record.
• The System, Process Name and Step Name drop-down menus are used to further filter the permissions displayed in the report.
• After specifying the desired filter details, click the Search button to display the resulting permissions.
• The printed report displays the same information that is displayed in the data grid.

3     Print the report.

• Once the required report settings have been specified, click the Print button to print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select PDF to print the report in the default Springbrook PDF format.
  • Select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once a print option is selected, that option will automatically be selected the next time you access the report. For example, if you select Excel from the drop-down menu, the next time you access the report the Excel button   will be displayed by default.
• Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
  • Enter a Date and Time to generate the report and click SUBMIT.
• Users can also regenerate a report with the same configuration as a prior report via the report history section. This can help improve efficiency when an identical report is frequently generated.
  • Once a report has been generated, the date and time it was generated will display in the report history accessed via the Expand Arrow button   on the right side of the window.
  • Expand the report history and click on a previous report record to automatically populate the report criteria with the criteria specified on the previously generated report. This section will display the last three times the report was generated.