User permission levels in Access LMS Evo are controlled by a combination of system roles and reporting scopes that affect what you're able to see and do on the system.
The various reporting scopes are detailed in the below table.
🤓 Tip: Ensure when granting permissions you are mindful the level being given is appropriate for the respective user/s.
Reporting scope | Details |
Direct Reports | Users with this reporting scope can't see any further down in the organisation structure than their direct reports.
Can run reports on themselves and, if they're also a manager, anyone who reports directly to them. |
All Reports | Default setting for all users. Users can run reports on themselves and if they're also a manager, anyone who reports directly to them.
If any of their direct reports are also managers, these users can see all the way down the organisation structure. |
Organisation Unit | Users can run reports on themselves, anyone within their organisation unit and any sub units.
Users can't report on any units adjacent to or higher than their own unit. |
Organisation | Users can run reports on all users within the organisation, across all units. |
Organisation (Restricted) | Users can run reports on anyone within the organisation, excluding the unit they're in. 🤓Tip: We recommend using this if the user works in data sensitive departments such as HR.
📌Note: If the user is an administrator or manager, this prevents them from registering or emailing users within their unit. |
All Organisations | This is the highest level of reporting scope.
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Edit reporting scope
⚠️ Note: You must be an Administrator to edit a users reporting scope. Administrators can amend other users Reporting Scope up to their own permission level.
To edit the reporting scope for a user, follow the steps below.
Click Workforce, then click People.
Search for and select the relevant user.
Click System Roles, then select the relevant reporting scope.
Click Save Changes.