Data Access for Admin Subuser

Admin can provide access to either all objects or a select group of objects to the admin sub-user, customized to align with their specific roles and responsibilities.

To Get Started

  • Login to your admin account.
  • Go to Settings > General > Admin.
  • Double-click on the account for which you want to provide data access to the admin sub-user.
  • Navigate to the Admin Subuser tab.
    admin-subuser-tab (1)

To Grant Permissions

  • Click on Add New (to create a new account) or Edit (to edit the existing account), and the Admin Subuser window will open.
  • Navigate to the Data Access tab.
    Frame 653 (3)
    • Select the Company for which you would like to grant the sub-user access to the relevant object data.
    • Select the Branch of the selected company from which you want the sub-user to have object data access.
    • Select the Object that you want the sub-user to view. Sub-user will have access to all the details of the selected objects.
    • If the Map API key is configured on Admin account and you want to specify which map service would be given access to the sub-user, then you can choose the option from the drop-down list.
Note: The map field will be accessible only if a Map API Key has been configured on the Admin account.
    • Choose the preferred Language from the drop-down list. This selection will determine the language in which the admin sub-user will access the data.
    • If you want to have the cover page (Title Page) when you download the reports, then click on the checkbox to enable Show Cover Page on Download.

Please Note: The sub-user will have access to analytics for the selected objects only, according to the screen rights assigned to them.

  • Save the settings by clicking on the Save 💾 icon.