Restrict Employee Access to Specific Reports

To configure SmarterTrack to restrict Employees' access to specific reports, the System Administrator can create a custom role that specifies which reports the Employee can access. For step-by-step instructions on creating roles, refer to the KB article Create Roles.

Applies to SmarterTrack 11.x-12.x

The System Administrator will need to edit a role to allow the Employee to view specific reports. Follow these steps to modify the roles report permissions:

  1. Log in to the SmarterTrack management interface as a System Administrator.
  2. Click the Settings icon.
  3. Expand the Manage folders in the navigation pane.
  4. Click Roles. A list of available roles will load in the content pane.
  5. Select the custom role that specifies the Employee's report access.
  6. Click Edit in the content pane toolbar.
  7. In the Reports tab, select the reports you would like the Employee to have access to.
  8. Click Save.

Finally, the System Administrator will need to assign the role to the appropriate Employees. Follow these steps to assign the custom role and provide access to specific reports:

  1. Log in to the SmarterTrack management interface as a System Administrator.
  2. Click the Settings icon
  3. Expand the Manage folders in the navigation pane.
  4. Click Employees. A list of available Employees will load in the content pane.
  5. Select the Employee that you want to assign the role to.
  6. Click Edit in the content pane toolbar.
  7. Click the Roles tab.
  8. Select the custom role that specifies the Employee's report access.
  9. Click Save.
  10. Repeat steps 5 through 9 for each Employee that requires specific report access.

For more information, please refer to the Roles page of the SmarterTrack Online Help.

 

Applies to SmarterTrack 7.x - 10.x

The System Administrator will need to edit a role to allow the Employee to view specific reports. Follow these steps to modify the roles report permissions:
  1. Log in to the SmarterTrack management interface as a System Administrator.
  2. Click the settings icon.
  3. Expand the System Settings and Organization folders in the navigation pane.
  4. Click Roles. A list of available roles will load in the content pane.
  5. Select the custom role that specifies the Employee's report access.
  6. Click Edit in the content pane toolbar.
  7. In the Reports field, select the reports you would like the employee to have access to.
  8. Click Save.

Finally, the System Administrator will need to assign the role to the appropriate Employees. Follow these steps to assign the custom role and provide access to specific reports:

  1. Log in to the SmarterTrack management interface as a System Administrator.
  2. Click the settings icon
  3. Expand the System Settings and Organization folders in the navigation pane.
  4. Click Employees. A list of available Employees will load in the content pane.
  5. Select the Employee that you want to assign the role to.
  6. Click Edit in the content pane toolbar.
  7. Click the Roles tab.
  8. Select the custom role that specifies the Employee's report access.
  9. Click Save.
  10. Repeat steps 5 through 9 for each Employee that requires specific report access.

For more information, please refer to the Roles page of the SmarterTrack Online Help.

 

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