Access: Requesters

The Requester Access page allows you to define limitations to the records that can be accessed by the user. This page is only useful for requesters who are also members of the system, which are users with access to the system or Service Requester. General access rights to system features and modules are defined based on the access group to which the user belongs. This page allows you to refine these rights to exclude access to particular records, including report groups or locations.

The two access rights that can be defined on this page are described in the following sections.

ClosedAccessible Locations for Requester in Service Requester

This feature allows you to define the locations that will be available for selection in the Service Requester. If no locations are defined, the user will only be able to enter general information about the item/location requiring service. If locations are defined, the user will be able to select the specific location and asset from an available hierarchy.

Important!

If you want to have the requester access the entire hierarchy from the service requester, ensure the record shows the root of the Asset List as an accessible location.

Although default accessible locations can also be defined from the member's access group, these are only applied to the requester when the access group is initially assigned. If access group definitions have changed, these may not be reflected on the requester record. All accessible locations (or limitations) in effect for the displayed record will be shown on this Requester Access tab. No additional values are in effect from the associated access group.

ClosedAdd Accessible Location

  1. Click Add.

    The Asset/Location module lookup opens, allowing you to select one or more locations.

  2. Locate the location you want to add.

  3. Click the location you want to add.

  4. Continue selecting additional locations as needed.

    To remove a record that has been added to the My Selection(s) area in error, click the blue arrow directly to the left of the row.

  5. Click Apply.

    The Asset/Location lookup closes, and the new locations are added to the Accessible Locations List.

  6. Click Save.

     

ClosedRemove Accessible Location

  1. Click the check box to the left of the location you want to remove.

    A check mark appears, indicating the record has been selected.

  2. Continue to select any additional locations you want to remove.

  3. Click Remove.

    The location records are removed.

  4. Click Save.

     

ClosedAccessible Report Groups for Requester

If the user is a member of an access group with access to the Reporter, the Accessible Report Groups list can be used to limit the reports which can be accessed. If no report groups are defined, the user will have access to all report groups defined for their access group. To limit to specific report groups, use the options on this page.

ClosedAdd Accessible Report Group

  1. Click Add.

    The Report Group lookup opens, allowing you to select one or more report groups.

  2. Locate the report group you want to add.

  3. Click the report group you want to add.

  4. Continue selecting additional report groups as needed.

    To remove a record that has been added to the My Selection(s) area in error, click the blue arrow directly to the left of the row.

  5. Click Apply.

    The Report Group lookup closes, and the new report groups will be added to the list.

  6. Click Save.

     

ClosedRemove Accessible Report Group

  1. Click the check box to the left of the report group you want to remove.

    A check mark appears, indicating the record has been selected.

  2. Continue to select any additional report groups you want to remove.

  3. Click Remove.

    The report group records will be removed.

  4. Click Save.

     

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