Monitor menu- Page Access (permissions by role)

Tabs Role Actions
Dashboards

Administrator

Dashboard Manager

  • Manage tabs
  • Manage panels
  • Add default panels
  • Add custom panels
  • View page

System Manager, System Manager (SaaS), Business Process Owner

Business Process Owner (SaaS)

Auditor

Request Approvers

General User

Report Viewer

Live Verify User

View the Dashboard page

Inbox

Administrators

  • View their own notifications, tasks, What-ifs and requests as well as those assigned to other users.
  • View their own open violations and exceptions as well as those of other users.

Other users

View only their own notifications, tasks, What-ifs and requests, and their own open violations and exceptions

Auditor
  • Delete report
  • Download report
  • Create a new what-if
Business Process Owner
  • View the Inbox and report page
  • Delete report
  • Download report
  • Schedule new report
  • Share report
  • Create new request
  • Generate run on demand report
  • Duplicate
  • Schedule new reports
  • Share
  • Create new what-if
General user
  • View Inbox and report page
  • No security on the Notifications page
  • Delete report
  • Download report
  • New report
  • Share report
  • Create new requests on the Requests To Do page
  • Generate Run On Demand report
  • Duplicate
  • Schedule new reports
  • Share
  • Create new What-if
Report Viewer
  • Delete
  • Download
  • Create new reports
  • Share reports with other users
  • Generate Run On Demand report
  • Duplicate
  • New
  • Share
Violations Administrator, Business Process Owner, Business Process Owner (SaaS)
  • View the page
  • Save filters
  • Download information in an Excel sheet and take action on violations.
Auditor
  • Comment
  • Download
  • Reset filters
  • Save filters
  • Show results
  • View page
Exceptions Administrator, Business Process Owner, Business Process Owner (SaaS)
  • View the page
  • Save filters
  • Download information in an Excel sheet, take action on exceptions
  • Drill down to the ERP to view details of exceptions
Auditor
  • Comment
  • Comment (reasons)
  • Discuss
  • Download
  • Drill down  to ERP
  • Reset filters
  • Save filters
  • Show results
  • View page
Users Administrator View user details
Data General Users, Business Process Owner, Business Process Owner (SaaS), Report Viewer. View the page
Administrator, Dashboard Manager. Perform all actions
Auditor
  • Add Filter
  • Clear Filter
  • Download
  • Save Filter
  • Show Result
  • View