User Management

Introduction

From 'Users' option in the menu, the user with Security Admin permissions, can choose to manage Users or User Groups.


CXO Reporting Suite allows the admins to set Permissions, Point of View Security Filters or Report Permissions at a User level or a Group of users.

Type of users

There are differences in the type of users that will login to CXO.

  • Light User
  • Regular User
  • Report Builder
  • Admin

Simple examples of the different roles are as follows:


Security setup

The security can be created on the user and the user groups. For less maintenance on the security it is advised to have the security set on the groups. The user will be member of a group and all the Permissions, Point of View Security Filters or Report Permissions set on the group will apply for the members of the group.