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What are the user types and their abilities within Drillpoint ?

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Answer: 

Drillpoint allows you to have two user Types:  Designers and Viewers

 

The number of each type available is established by the license key used when installing and Setup of the administration Drillpoint module.

Designer Type:
 

  • You can use this form to assign the organization database, add a Financial Report Outline (FRO) to a report, and set up default run-time options for the report.

  • You can choose whether or not these options are "Available" and can be changed by a "Viewer" at the time the report is run.

  • Use this tab to assign an organization database and add a Financial Report Outline (FRO) to a report.
         Note: You can also create a new FRO by selecting "Add New FRO" from the drop-down list or by clicking the plus sign (+).

  •  Use this tab to specify which report options will be available to users running this report and set their default value. Checking "Include" will enable that feature for the report. Clicking "Lock" for any feature will prevent report viewers from being able to modify the setting when they refresh the report.

  •  Use this tab to specify which report options will be available to users running this report and set their default value. Checking "Include" will enable that feature for the report. Clicking "Lock" for any feature will prevent report viewers from being able to modify the setting when they refresh the report.

 
Viewer Type:  

  • Able to run a refresh on previously created reports.  Limited to changes that have been granted by designers for this particular report

  • These users are set up so that reports are accessed by users who need a report but do not need to make extensive changes to the report

 
 
 
Note: Advanced Security Settings (set through Abila MIP) will affect the report output. Features of the Report, such as drill down, will also have the Abila MIP Advanced Security settings of the selected Viewer applied.
Exclusive View users in MIP can only be Viewer users in Drillpoint. 
 

Required Tags

Article Type: 
Product Info
Product Line: 
Abila MIP Fund Accounting
Product Module/Feature: 
DrillPoint

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