BI Tool Assigning Access to Business Categories

BI Tool > Settings > Administrator > Users

 

Click an employee to select. Once highlighted, click the edit icon (the pen) on the User Administration screen header.

 

Graphical user interface, table

Description automatically generated

Figure 21: Choosing an employee profile

 

All the business categories available from MoversSuite are listed on the employee profile. Click the Has Access box to allow the user to view that report category and set as many as appropriate.

 

Graphical user interface, table

Description automatically generated with medium confidence

Figure 22: Has Access when clicked gives permission to view that Category

 

To limit access on a category that “Has Access” granted, click the arrow  icon on that category to expand the view and refine the options. See BI Tool Assigning Access to Reports for more details.  

 

Graphical user interface, table

Description automatically generated

Figure 23: Expanded view of Category