You must have the role of administrator to create user accounts and assign the appropriate permissions for a user’s work functions, add a user to a group, and provide access to specific companies. The administrator can also inactivate or delete a user account.

Windows authentication verifies a user’s existing Windows credentials to allow access to Management Reporter. Rather than entering a user name and password, a user can click OKin the connection dialogue box.

Security note Security Note

Two levels of security are used in Management Reporter. Management Reporter always refers to a user’s Windows authentication when security is discussed. Windows users are added, as allowed, to use the application. However, to log on to a company and access the data that is needed to create reports, a user must also be set up as a valid user in the Microsoft Dynamics ERP system.

Create a user account

A user cannot use Management Reporter until they are set up as a valid user. As part of Management Reporter security, an administrator must assign a role for a user before the user can generate or view reports within Management Reporter. For more information about roles, see Users in Management Reporter .

Note Note

Some data provider integrations can create user accounts in Management Reporter based on user permissions in the Microsoft Dynamics ERP system. For more information about user roles and data integrations, see the data integration guidefor your Microsoft Dynamics ERP system.

  1. Open Report Designer. On the Filemenu, click New, and then click Userto open the New Userdialogue box. You can also select Securityin the navigation pane, right-click in the results pane, and then select New User.

  2. On the Generaltab, in the User namefield, type the domain and user name of the user to add, or click Searchto browse for users.

  3. In the Management Reporter assigned rolefield, select a role for the user in Management Reporter. For more information about roles, see Users in Management Reporter .

  4. To grant permission to modify building blocks that are part of a report schedule, select the Edit scheduled building blockscheck box.

  5. To add this user to a group, click the Groupstab. In the Member oflist, select the Accesscheck box next to the group name or names to associate with this user. To remove access, clear the Accesscheck box or boxes.

  6. To grant access to companies, click the Company Accesstab. In the Accesscolumn, select the check box next to each company that the user should have access to. The Inherited from groupcheck box indicates any companies that the user inherits access to based on the user group settings.

  7. Click OKto save the new user settings.

Modify a user account

  1. Open Report Designer. In the navigation pane, click Security, and then click Users.

  2. Right-click a user name and select Modify Userto open the Modify Userdialogue box.

  3. Change the appropriate settings.

  4. Click OK.

Inactivate a user account

You can inactivate a user account without deleting the user information in Management Reporter. This can be helpful if you have a limited number of Management Reporter licences and you want to temporarily allow access to another user.

  1. Open Report Designer. In the navigation pane, click Security, and then click Users.

  2. Right-click a user name and select Modify Userto open the Modify Userdialogue box.

  3. On the Generaltab, select the Account is disabledcheck box.

  4. Click OK.

Delete a user account

  1. Open Report Designer. In the navigation pane, click Security, and then click Users.

  2. Right-click a user name, and then select Delete.

  3. Click Yesto permanently delete the user account.

See Also