How to set up Role in Business Insights for Sage 100
How to Setup Role for Business Insights
Use Caution when working with the below product functionality. Always create a backup of your data before proceeding with advanced solutions.
- Go to Library Master, Main, Role Maintenance
- Select the role for the user.
- Go to the Tasks Tab and then to Business Insights, check mark:
- Business Insights Report
- Business Insights Reporter Export
- Go to the Tasks Tab and then to Library Master
- Business insights Reporter Listing,
- Business Insights Reporter
- Rebuild Business Insights Reporter Views.
- Go to Module Options the Tasks Tab, Library Master, and check mark:
- Show Business Insights Reporter Views.
If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.