Difference between revisions of "Reporting on User Type and Access Type"

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(Created page with 'You can generate a Report that displays the Access Type assigned to the contacts within SmartSimple. Select the relevant table: :File:ContactTables.png * Contacts: E…')
 
 
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You can generate a [[Report]] that displays the Access Type assigned to the contacts within [[SmartSimple]].
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You can generate a [[Report]] that displays the '''Access Type''' and/or '''User Type''' for the contacts within [[SmartSimple]].
  
 
Select the relevant table:
 
Select the relevant table:
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* People: Both
 
* People: Both
  
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In the report builder select the contact fields you wish to display, as well as the '''Access Type''' field.
 
  
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The numbers displayed in the Access Type are associated with the following access types:
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==Access Type==
 +
In the report builder select the contact fields you wish to display, as well as either the '''Access Type''' or '''Access Type - Name''' field.
  
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* '''1''': Administration or Portal Interface
 
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* '''3''': User Centric or Applicant Interface
 
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* '''5''': Web Service User
 
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* '''0''': No Access
 
  
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:{| border="1" style="background-color:#ffffcc;" cellpadding="10" cellspacing="0"
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! Access Type!!Access Type - Name
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|-
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| '''1'''||Administration or Portal Interface
 +
|-
 +
| '''3'''||User Centric or Applicant Interface
 +
|-
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| '''5'''||Web Service User
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|-
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| '''0'''||No Access
 +
|}
 +
 +
 +
==User Type==
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In the report builder select the contact fields you wish to display, as well as the '''User Type - Name''' field.
 +
 +
 +
:{| border="1" style="background-color:#ffffcc;" cellpadding="10" cellspacing="0"
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!User Type - Name
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|-
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|Global User Administrator
 +
|-
 +
|Local User Administrator
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|-
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|User
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|}
 +
 +
 +
==Variable==
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* User type can also be displayed '''outside of reporting''' using the following syntax:
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 +
When displayed on the contact record:
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:<font size="3">'''@type@'''</font>
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 +
For the current user:
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:<font size="3">'''@me.type@'''</font>
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 +
Within a UTA:
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:<font size="3">'''@owner.type@'''</font> etc.
  
  
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* [[Enabling User Access]]
 
* [[Enabling User Access]]
  
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[[Category: Reports]]
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[[Category: Reports]][[Category:System Auditing]][[Category:Security]]

Latest revision as of 13:49, 12 May 2011

You can generate a Report that displays the Access Type and/or User Type for the contacts within SmartSimple.

Select the relevant table:

ContactTables.png
  • Contacts: External contacts
  • Users: Internal contacts
  • People: Both


Access Type

In the report builder select the contact fields you wish to display, as well as either the Access Type or Access Type - Name field.


Access Type Access Type - Name
1 Administration or Portal Interface
3 User Centric or Applicant Interface
5 Web Service User
0 No Access


User Type

In the report builder select the contact fields you wish to display, as well as the User Type - Name field.


User Type - Name
Global User Administrator
Local User Administrator
User


Variable

  • User type can also be displayed outside of reporting using the following syntax:

When displayed on the contact record:

@type@

For the current user:

@me.type@

Within a UTA:

@owner.type@ etc.


See Also

Retrieved from ‘https://wiki.smartsimple.com/index.php?title=Reporting_on_User_Type_and_Access_Type&oldid=10940’