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johan
GpsGate
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GUIDE: Give users rights to see specific reports.

Fri Dec 09, 2011 5:37 pm

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GUIDE: Give users rights to see specific reports.

This guide is a simple example on how to give different "Roles" of users rights to do different things in the application. In this particular case access to different Reports.

First you create tags for the groups of vehicles you want to display.

1. Select Admin -> Tags from menu in VehicleTracker
2. Click "Add New"
3. Enter a Name.
4. Check all vehicles you want included.
5. Click Save.
6. Repeat for each group of vehicles you want to display

Now you need to create the reports you need. IN each report you will set all parameters, including which tags a report is showing. You will save the parameters, and as you will see below, we will not allow other users change those parameters.

0. Go to "Map View"
1. Select "Reports -> Manage Reports" from menu.
2. Select a "Report Definition" and click "Open"
3. Enter a Name, Description, and set all the other parameters including Tags that should be shown in this report.
4. Make sure you deselect "Show parameters". This will prevent other users from changing your report!
5. Click "Save"

Repeat the steps above for each report you want to create. If you for example plan to have 3 different Roles, which should see 3 different Tags of vehicles, you should create 3 reports. One for each Tag.

When a user displays the reports only the time period will be displayed. You can also schedule the reports to be emailed.

An finally you should assign different Roles to be able to see specific Views.

1. Select Admin -> Features from menu.
2. Click on "Create a copy" for "_Operators"
3. Enter a Name.
4. Check all users you want included in this Role.
5. In the tree view to the right you can edit the privileges of this Role.
5.1 Make sure "Plugins -> Reporting -> _CreateReport" is deselected. IN this way users in this Role cannot create and edit reports.
5.2 Under "Plugins -> Reporting -> _ViewReport" select the reports this Role of users should be able to see. Those reports will be listed in the Reports Menu when the user logs into Map View.
6. Click Save.
7. Repeat for all Roles you want to create.

Roles and Features are the core concepts to build up groups of users that are assigned to do specific tasks.

Test by logging in as a user which is member of one of the restricted Roles, and verify he only can access what you intended.

Related info

You should NOT use Roles to add several of customers into one application! You should create a new application for each customer as described here:
http://gpsgate.com/videos?movie=zt0hVkLVWj0

Give users rights to see specific Views:
http://forum.gpsgate.com/topic.asp?TOPIC_ID=12605

Read more about reports: here:
http://gpsgate.com/reports

Regards,
Johan

GpsGate Support

catpl
Posts: 177
Joined: Sun Feb 27, 2011 11:51 am

RE: GUIDE: Give users rights to see specific reports.

Mon Dec 12, 2011 9:14 am

Hi Johan,

Is there a method to filter out selected dates only.

This is applicable for short-term fleet rental that allows users to see only selected dates (from the date rental starts)

User avatar
johan
GpsGate
Posts: 14888
Joined: Wed Aug 04, 2004 10:40 pm
Location: Sweden
Contact: Website

RE: GUIDE: Give users rights to see specific reports.

Mon Dec 12, 2011 12:58 pm

Maybe you can solve this by scheduling reports by email.

Regards,
Johan

GpsGate Support

limyo
Posts: 375
Joined: Sat Jun 19, 2010 4:18 pm
Location: Cambodia

RE: GUIDE: Give users rights to see specific reports.

Sun Sep 16, 2012 9:27 am

Hello Johan,

The instruction to give users rights to see specific report is work properly.
But if we look deeply to users requirement they will not happy.
Ex. One of 3 user in an application has 30 vehicles, each time generate a report he must generate for all 30.
What he need:
-Some times generate report few random select vehicle for follow up. He not happy to generate all 30 vehicle because it may take long time, take time to export to Excel to cut out unneeded vehicles then print out or email.

I suggest the Role should allow user select their own specified vehicle tags in report that have the right to view.

Thanks
Best regards

Yo Lim

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johan
GpsGate
Posts: 14888
Joined: Wed Aug 04, 2004 10:40 pm
Location: Sweden
Contact: Website

RE: GUIDE: Give users rights to see specific reports.

Sun Sep 16, 2012 10:50 am

limyo: Yes, you will see features in that direction in coming updates.

Regards,
Johan

GpsGate Support

limyo
Posts: 375
Joined: Sat Jun 19, 2010 4:18 pm
Location: Cambodia

RE: GUIDE: Give users rights to see specific reports.

Sun Sep 16, 2012 2:21 pm

Thanks for fast respond & include requested feature into next update.

Best regards
Yo Lim

limyo
Posts: 375
Joined: Sat Jun 19, 2010 4:18 pm
Location: Cambodia

RE: GUIDE: Give users rights to see specific reports.

Sat Sep 29, 2012 2:20 pm

In Beta 3.1 the report security still can not protect a user view tags of other users that he don't have the right to view in application.

Thanks
Best regards

Yo Lim

User avatar
johan
GpsGate
Posts: 14888
Joined: Wed Aug 04, 2004 10:40 pm
Location: Sweden
Contact: Website

RE: GUIDE: Give users rights to see specific reports.

Sat Sep 29, 2012 2:23 pm

What you have in 3.1 is the _ReadData privilege. There you can specify which data (which tags) a member of that Role will have right to access.

This is implemented for all features, except reporting. The Reporting plugin will consider the _ReadData privilege soon as well.

Regards,
Johan

GpsGate Support

limyo
Posts: 375
Joined: Sat Jun 19, 2010 4:18 pm
Location: Cambodia

RE: GUIDE: Give users rights to see specific reports.

Sat Sep 29, 2012 5:44 pm

It great to have Reporting plugin _ReadData privilege, because customer need to protect a user from generate report tags of other users in an application.

Thanks
Best regards

Yo Lim

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