This article discusses the different Reporting Roles, their importance, and how they vary from User roles. It will also explain how to change a User's Reporting Role.
Reporting Roles differ from User roles in that they only affect a User's access to information within ETO Results (not Query Wizard, Standard Crystal Reports, nor Universes created in Query Wizard), as opposed to ETO itself.
There are three different Reporting Roles:
Enterprise Manager
Site Manager
Staff
A User with the Reporting Role of "Enterprise Manager" will be able to report on all information within their Enterprise, regardless of their Site or Program access.
A User with the Reporting Role of "Site Manager" will be able to report on all information within the Sites to which they have access. This means that they can access information from Programs to which they have no access, so long as they have access to at least one Program in the same Site.
A User with the Reporting Role of "Staff" will only be able to report on information that they themselves can access within ETO. This means that a User with this Reporting Role will only be able to report on information in the Programs to which they have access.
How to Change a User's Reporting Role
Step 1 – On the Navigation Bar, click on "Site Administration".
Step 2 – Select "Manage User Accounts".
Step 3 – Select "Edit" next to the User account to be adjusted.
Step 4 – Choose the desired "Reporting Role" from the drop-down menu.
Step 5 – Select "Save" or "Save and Close".