View source for Restricting the reports to which users have access

== Overview ==

BudgetLink's [[Security|security feature]] allows the administrator to grant users access to specific reports. As such, you can allow one user to use one set of reports, and another to use another set.

You may wish to familiarise yourself with [[Worksheet Sets]].

== Restricting the reports to which users have access ==

[[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]]
[[File:AssignWorksheetSetToLogin.png|300px|thumb|right|Assigning a worksheet set to a login.]]

To restrict the reports to which users have access, please follow these instructions.

# Create one or more '''Worksheet Set'''. For more information, see [[Creating a worksheet set]];
# Once the worksheet set has been created, from the main '''Menu''' in BudgetLink, click on '''30. Settings''';
# Click on '''Security''' item in the menu;
# Click on the '''Manage Security''' button;
# Log in as the '''Administrator''' if prompted;
# Select a login and click on the '''Edit Login''' button on the '''Manage Security Logins''' dialogue;
# On the '''Worksheet Sets''' tab, use the dropdown to assign the correct worksheet set to the user;
# Click '''OK''' to save your changes to the login;
# Click '''Close''' on the '''Manage Security Logins''' dialogue.

=== Notes ===

* You cannot assign a worksheet set to the administrator account as this account must have access to all reports.

<br clear=all>

== Related Topics ==

* [[Security]]