Information on setting a Security Profile in RMS to all access to all Scheduled reports.
Overview
The Security Profile a User has assigned to them determines which menu items they see and which functions they can perform whilst logged into RMS.
Providing users with access to report scheduling enables them to configure delivery timelines and send reports to the appropriate recipients as needed.
Users who do not have access to 'See all Scheduled Reports' will only have access to view the Scheduled Reports they have created.
✎ Please Note: RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.
★ Tip: After saving changes to the setup, Users should log out of RMS and then
Log back in to ensure the database updates and reflects the modifications.
Log back in to ensure the database updates and reflects the modifications.
Guide
In the side menu of RMS, go to Setup > Users > Security Profiles.
- Select an existing Security Profile and choose 'Edit'.
- Expand the 'Report Screens' Function Menu.
- Expand the 'Report Scheduling' Function Menu.
- In the 'Allow' column, Yes/No on the 'Report Scheduling' Function you want to allow access to.
- Select Save/Exit.
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