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Report Setup - Security Permissions

Report security permissions control access to individual Standard Reports, by user group.

  1. In the main menu, click Reports, Standard Reports.
  2. Click Setup in the upper left corner.



  1. Open the Security Permissions tab.


All available reports will list, grouped by category.

  1. User Group: Select the User Group.
  2. Allowed/Blocked: Click in the Allowed column to toggle between allowing or blocking report access. Or click Set All to quickly grant access to all reports.
    • X: User group can access the report.
    • Blank: User group cannot access the report.

    When the user does not have access to a report [Locked] shows next to the report name when the user is logged on.


  3. Click OK to save.

Note: There are two Security Permissions (Setup, Security) that control whether or not a user can access financial reports for other providers:

  • Production and Income, View All Providers: User can access Production and Income reports for all providers. If a provider does not have this permission, they can still view their own reports, but only when they are logged on.
  • Daily - View All Providers: User can access the Daily Payments, Daily Procedures, Daily Adjustments and Daily Writeoffs reports for all providers. If a provider does not have this permission, they can still view their own reports, but only when they are logged on.

 

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