Enable a role in your organization to use Report app

If you are the User Manager administrator, you can give access to someone in your organisation to use Report app as follows.

The Report app is designed for desktop viewing and visualizing of telemetry data stored within the AoFrio Cloud. There are a number of detailed settings that you can enable with User Manager. 

Views

• Show Sales Visits - This lets the user to see the sales visit data collected by the Track app. The Sales tab must be enabled in the Report categories panel for this setting to be available.
• Edit Settings - This allows the user to edit the Settings page in the Report app. Settings in this area are global and will affect all Report app users on the database. The System tab must be enabled in the Report categories panel for this setting to be available.
• Edit Service Requests - This allows the user to edit service requests. The Maintenance tab must be enabled in the Report categories panel for this setting to be available.
• Edit Cooler Install Notes - This setting allows the editing of cooler install notes. The Asset tab must be enabled in the Report categories panel for this setting to be available.
• Delete Cooler Install Notes - This setting allows cooler install notes removal. The Asset tab must be enabled in the Report categories panel for this setting to be available.
• Set Cooler tags - This setting allows the user to set cooler tags from a predefined list. It opens up an option for further customization of cooler groups. The Asset tab must be enabled in the Report categories panel for this setting to be available.

Report categories
Each report category in the following pages matches a main menu item in the Report app. When you enabling an option for a role it will become visible for the end users with that role. At least one of the categories must be enabled to save a permission set for the role you select.

• Dashboard - The Main Dashboard in the Report app will be visible for the user.
• Sales - This setting allows the viewing of the Sales tab when logged in. The statistics contained here is used by sales staff and relates to sales numbers and cooler performance with respect to product temperature, etc.
• Maintenance - Enables Maintenance tab in the main menu. This allows the user to look at cooler statistics and review service requests for coolers.
• Asset - This setting allows the viewing of the Asset tab. This section contains all the information about coolers.
• Capital - This setting allows the viewing of the Capital tab.
• System - This setting allows the viewing of the System tab.

Import Types

• Usage status and Org position - This feature enables bulk update of coolers’ usage status and org positions through an import functionality. The System tab must be enabled in the Report categories panel for this setting to be available.

Permissions

• OEM ID - This lets the user filter coolers by manufacturer (OEM) on a role basis.
• Multi-factor Auth - This lets the user add an additional level of login security that requires an additional code from Google Authenticator to verify the user’s identity at the login stage.
  

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Enable a role in your organization to use the Report app

1. Open User Manager on your desktop. Go to the Home Screen and select the ROLES tab. 
2. Select a role from the left-hand dropdown menu and choose Report in the right-hand dropdown menu.
3. To enable the role for the app you have selected:
   1. Check the Report enabled box.
   2. Choose a number of Max activated devices for the maximum devices allowed access (We recommend no more than 3 to prevent code sharing between users).
   3. (Optional) Check other boxes as required to provide additional functionality and
      permissions. 

   4. Click SAVE to confirm the permissions for the role.