Skip to main content
Solved

Branch Access


Is there a way for a user to see all data for all branches when running a particular report regardless of access rights?

 

Scenario: Vendor asks a branch for full remittance details on a check but that branch only has access to there branches information so they can not send. Is there a way for them to pull all info on that check without changing access rights? 

Best answer by jamesh

derekdutton87 wrote:

Is there a way for a user to see all data for all branches when running a particular report regardless of access rights?

 

Scenario: Vendor asks a branch for full remittance details on a check but that branch only has access to there branches information so they can not send. Is there a way for them to pull all info on that check without changing access rights? 

@derekdutton87 - The user will need access to the branch to be able to view the data when they run the report natively.

You could attempt a workaround to this, and instead run the report from an automation schedule and under the branch field/parameter, use @@branch and it will report all branches.  You can further filter the report to that single vendor and that specific check and have the report emailed on a one time use schedule to the user that can verify the information and forward it to the vendor.  This automation schedule will have admin rights as a system user and won’t need additional permissions added (Assuming the user has access to automation schedules). Not sure how long this will work before they lock down this workaround.  ;) 

View original
Did this topic help you find an answer to your question?

2 replies

dhile
Freshman II
  • Freshman II
  • 9 replies
  • March 7, 2024

I believe that this is a limitation of user rights. The only way that I can think to do this would be to give users access to the other branches and then limit what they can see on those other branches.


jamesh
Semi-Pro I
Forum|alt.badge.img+7
  • Semi-Pro I
  • 177 replies
  • Answer
  • March 8, 2024
derekdutton87 wrote:

Is there a way for a user to see all data for all branches when running a particular report regardless of access rights?

 

Scenario: Vendor asks a branch for full remittance details on a check but that branch only has access to there branches information so they can not send. Is there a way for them to pull all info on that check without changing access rights? 

@derekdutton87 - The user will need access to the branch to be able to view the data when they run the report natively.

You could attempt a workaround to this, and instead run the report from an automation schedule and under the branch field/parameter, use @@branch and it will report all branches.  You can further filter the report to that single vendor and that specific check and have the report emailed on a one time use schedule to the user that can verify the information and forward it to the vendor.  This automation schedule will have admin rights as a system user and won’t need additional permissions added (Assuming the user has access to automation schedules). Not sure how long this will work before they lock down this workaround.  ;) 


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings