To grant User or Group permission to a live data report, complete the following steps:
- Go to Live Data Main Menu > Live Data Reports and open a Live Data Report record
- Notice that core Q360 live data reports are identified with Report No prefixed with “Q” and their attributes are not editable
- Click the Permissions tab
- In the Users grid, select a User or Group you want to add from the User or Group drop down menu, then click the grid ADD icon
- The option you added will now display in the Users grid
- Check the View, Edit, Delete and / or Schedule checkboxes in the grid if you want the User or Group to be able work with the report grid output
- Click the SAVE icon in the Users grid (note: this icon will only be visible when the grid is in EDIT mode)
- The grid on the Access List tab will display all Users who now have access to this live data report
Upon refreshing Q360 (browser refresh or logout / login, the User or Group may now see the live data definition name appear under the Live Data menu or under the applicable section if the optional category tags have been defined for the LDR record such as Live Data Main Menu > Accounting