Page 9 - GC Using the Reports Dashboard_eBook(SDL)

Roles and Reports
Unanet controls what a user can see and do through a combination of role and access
settings. Roles define what a user has the potential to do and are set within a person's
user profile. A user's access defines what a person can do under a specific role. It is
very important to understand that, by default, merely giving someone a role does not
grant them permission to see or do anything. The combination of roles and organization
access (granted in the Person Profile) is what opens up what a user can see and do in
Unanet. For example, the role of Project Viewer allows a user to run Project reports.
However, this user must also be given access to specific projects before they can
review Project reports.

Role Access

•Which •Which data
functions can I see?
can I
perform?

Project Administrator roles, which allow a user to view Project reports, can be combined
with the Cost Rate Manager role, which allows insight into individual salary data, to
unlock visibility into Project Accounting reports. The following Project Administrator roles
can be combined with the Cost Rate Manager role to grant access to Project
Accounting reports with detailed cost information:

• Project Viewer
• Project Manager
• Project Lead
• Project Approver
• Resource Requestor

If, however, a Project Administrator needs to view cost information but should not have
access to others’ salary data, the system Administrator can enable one or more system
properties to allow non-Cost Rate Managers to view cost reporting.

Reports by Role

The table below lists the various Viewer roles and the reports available to them. A full
chart of roles and report access is included in Appendix B.

Role Description Available Reports

LESSON 1: INTRODUCTION TO REPORTING
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