Managing Performance Reporting user security

Use this utility to configure security for Axiom Performance Reporting users.

NOTE: This tool is intended only for adding users, subsystems, and roles. You cannot use this utility to remove a user from a system or role; instead, you must use the Security Manager. However, be aware that removing users from roles or subsystems in the Security Manager will not remove the associated filters or revoke access in most cases.

This utility has the following sections:

  • EXISTING PERFORMANCE REPORTING USERS – Lists existing users of the Management Reporting subsystem

  • EXISTING OTHER USERS – Lists users that exist in security but are not members of the Management Reporting subsystem

  • NEW USERS – Allows you to add new users to the Management Reporting subsystem

NOTE:Please note the following about changes and saving:
  • Changed rows are indicated by a green [Save] tag, as shown in the following example. This tag indicates a change was made or an unexpected previous parameter was found and modified, thereby creating a change.
  • Changes to a username, email, or password may not trigger a save unless accompanied by other changes, such as a change to filters, subsystems, or roles, that trigger the [Save] tag. If a [Save] tag does not appear at the beginning of a row to which you made a change, the change is not saved. Make the changes in the Security Manager if you are unable to make them in the update utility.
  • If a user is assigned to a product subsystem but not a role, this tool automatically assigns them to the user role, thereby, creating a change.
  • Executing the Process file option does not cause a refresh after save, so you will continue to see the newly added record in the NEW USERS section until you perform a refresh. Additional changes made to the record in this section will NOT be saved, even if you click the Save button in the Main ribbon tab to save subsequent changes unless you first refresh the utility, make additional changes, and then save.

To configure security:

  1. In the Bud Admin task pane under Financial Reporting, expand Security Setup, and then double-click Performance Reporting Security Update.

  2. In the utility, moving from left to right, edit the data in the columns as needed. Use the following table as a guide. You can enter data into blue cells and select data from drop-downs in green cells.

    NOTE: To add new users, enter them into the NEW USERS section at the bottom of the worksheet.

    Field Steps
    LoginName

    The login name for the user.

    If your organization uses the login information supplied by your IT department, then the login name is auto generated.

    NOTE: If you attempt to add an existing user in the NEW USERS section, the name and row become highlighted to let you know that the user is already in the system. Delete the name, then locate the user in the sections above and make changes there.
    PrincipalID This entry is auto generated by the system. Do not make changes to this cell.
    FirstName Type the user’s first name.
    LastName Type the user’s last name.
    EmailAddress Type the user’s email address.
    AuthenticationType Click the drop-down to select how the user is authenticated to use the system.
    Only Axiom Prompt Password If the user uses Windows authentication, then this field remains blank. If this user uses the Axiom Prompt, then type in the user's password.
    IsSyncEnabled This information is imported from Security Manager. Do not make changes to this cell.
    UserLicenseType This information is imported from Security Manager. Do not make changes to this cell.
    IsEnabled This information is imported from Security Manager. Do not make changes to this cell.
    IsAdmin This information is imported from Security Manager. Do not make changes to this cell.
    Management Reporting System

    Do one of the following:

    • To give a user access to Axiom Performance Reporting, select TRUE.
    • To rescind or deny access to a user, select FALSE.
    Productivity System

    Do one of the following:

    • To give access to the Productivity system, select TRUE.

    • To rescind or deny access, select FALSE.
    Mgmt Reporting Role

    To give access to Management Reporting, from the drop-down, select one of the following:

    • Management Reporting Admin – Provides access to Management reports, Management utilities, Dimension maintenance, imports, scheduled jobs, and Process Management.
    • Management Reporting Analyst – In addition to user role permissions, provides access to Axiom Explorer, scheduled jobs, Axiom Windows Client, and User Documents folder.
    • Management Reporting User – Provides access to Management reports.
    Productivity Role

    To give access to the Productivity module, from the drop-down, select one of the following:

    • Productivity User – Provides access to Productivity reports.

    • Productivity Admin – Provides access to Productivity reports and Productivity utilities.
    Management Reporting Physician Role To give access, from the drop-down, select Management Reporting Physician.

  3. Before saving, be sure you understand how saving works in this utility. In the Main ribbon tab, click Save.

    IMPORTANT: DO NOT execute a save-as or open in a read/write mode. Structural modifications to this tool could negatively impact your security setup.

  4. In the Main ribbon tab, click Refresh Data.