How do I Add or Update a Users’ Enterprise Role?

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 To gain access to Qu Enterprise Intelligence (EI) an employee must first have an enterprise role assigned to their “Employee” account. These roles determine the access privileges to Qu EI; they may only be configured at the enterprise level.  Depending on the organization, several enterprise roles may be available for assignment to users. View what access a role has by navigating to enterprise roles and clicking on the desired one.

To assign an enterprise role to a user:

  1. Select the user in the Employees section
  2. On the user profile, select the Enterprise Roles Tab
  3. Select the location at which the role is to be assigned
    1. A user can have different roles assigned for different locations, e.g. Manager at Store 1 and Team Lead at Store 2.

  1. In the drop down, select the desired Enterprise Role for assignment:

    1. After selecting a role, view the Effective Configurator Privileges and Effective Report Privileges

 

  1. Click Save

To view the roles and locations to which a user is assigned, click on the grid view button on the right of the page. The assigned enterprise roles will be displayed.

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