We have quite a few reports available now, and some of our customers don’t want to make them all available to all end-users.
Now you can choose which reports do & don’t show up for each user, at the user level.
You can launch this capability here:
This brings up a list of reports across the top and a list of users vertically, where you can choose which reports are available to each user by checking/unchecking each box appropriately — for instance we will take away all but the Activity Detail, the Diagnostic Reports, and a Custom report called “Loaner Vehicles” for the user ar-ant.
Notice the usability enhancements where we allow you to tab/space vertically OR horizontally to easily use the keyboard to make several changes quickly (space changes the selection of a checkbox and tab/alt-tab push you to the next/previous checkbox based on whether or not you have the “Tab Vertically” option chosen. Also, when you make a change, a green “checkbox” is shown, and gradually it turns dim so that you can see which changes you made most recently, or since you opened up the page.
Now when we log in as that user, we ONLY see the reports which have been granted to us:
We wanted this functionality out there sooner rather than later for a particular customer, so as I document it, I see we’re missing a few “must haves” — specifically the ability to rapidly “toggle all” for a user, a report, or a group of reports, to make it less time consuming for large customers. Additionally we need a “default reports” setting where the admin user can set what permissions a new user will receive without having to go in and change them. Last, we will EVENTUALLY need to support user “roles” (e.g. maintenance, management, dispatch) so we can either “apply” those roles’ permissions easily to members of those roles or assign users to those roles to augment their permissions. This will be a while though, as we have roughly 10,000 users so far and we’ve only heard that request a few times (plus it will be a lot of work, but eventually necessary).
The first 2 will be there in the next day/week, and next we will allow the same type of user-granular permissions for dashboard dashlets, map options, and alerts over the next few weeks. Happy restricting!