Report access

In Report access the permissions for workbooks are assigned with Reports. Administrators and map creators can manage the report access here.

If a workbook contains one or more reports, it depends on the permissions of the user whether he is allowed to open the workbook and which pages he is allowed to view. The authorizations also determine which reports he can see and which areas are displayed. This is called role-specific access. For example, you can define that a sales representative only has access to the maps and data of his area, while the regional manager has access to maps and data of his region and only the sales manager sees the complete map with all data.

Authorization sets

All available authorization sets are listed in the upper area of the report management. Authorization sets are used to bundle accesses for a particular report. You can select authorization sets at Release for existing Reports from an EasyMap-workbook. easymap office-Kartenmappe auswählen.

Create Authorization Set

To create a new authorization set, click New authorization set. Enter a name for the new authorization set in the dialog. Click on Add.

Add users or groups

To add users or groups to an authorization set, first click on the corresponding authorization set.

After you have selected an authorization set, you can add a New authorization in the lower area of the administration. First, select a user or group for which you want to grant authorization. In the next step, the user or group is assigned the area number of the corresponding area.

Hint: Falls Sie einen Report auf Grundlage einer im easymap office district manager If you have inserted a report based on a territory structure created in EasyMap DistrictManager, you will find the numbers of the territories in the corresponding Territory Work Table.

In this example, all users of the Marketing Department group can see area 05.

Provide several areas to one user

Of course, you can assign several areas to a user or a group within an authorization set. However, a new authorization is required for each area number. If you want to make all areas of the report available to a user or group for viewing, enter * under Area number. For example, if you want to provide a user with all areas starting with a "1" for viewing, enter this as follows: "1*". The symbol "*" thus stands as a placeholder.

Further topics:

Exporting and Importing Report Permissions

You can export the table with all report authorizations. Click on Export and you will receive a CSV file that can be opened with Excel.

It is also possible to import access rights into the EasyMap Xplorer. The existing report authorizations are not overwritten. For the import to succeed, the file to be imported must be a CSV file. easymap explorer zu importieren. Die bereits bestehenden Reportberechtigungen werden dabei nicht überschrieben. Damit der Import gelingt, muss die zu importierende Datei eine CSV-Datei sein.

If you create the CSV file with the permissions in Excel, the column header of the table must be structured as shown above. One authorization is assigned per line.

If you want to assign an authorization to a certain User, the following columns must be filled in correctly:

User ID: If you have exported all users under User administration, the respective user ID is displayed in the exported table.
Name: The user must be a registered EasyMap Xplorer user. easymap explorer Nutzer sein.
Territory number
Permission set
The columns Group ID and Group names are filled not.

If you want to assign an authorization to a Group, the following columns must be filled in correctly:

Group ID: If you have exported all groups under Group administration, the respective group ID is displayed in the exported table.
Group name: The groups have already been created in group management.
Territory number
Permission set
The columns User ID and Name are not filled.

Hint: If an authorization set does not exist, the authorization set is automatically recreated during import.

After you have correctly created the table to be imported, click Report Access on Import at the bottom of the page and select the path of the CSV table and upload the table.