The Reports tab on the Self Service Portal Role window lets you control access to vFire Core Reports that have been enabled for the Self Service Portal. You can set which reports the Self Service Portal role can access therefore restricting them to selected report/s on the Self Service Portal.
Before you start
You must have Self Service Portal Setup enabled within your General Access Security Role in order to configure any Self Service administration settings.
-
Select Menu
and then Admin. Select System Administration. The System Administration window is displayed. 
In the Explorer pane, locate the Self Service Portal group, scrolling down if necessary. 
You may need to expand the group to see the options within it.Select Self Service Portal Roles to open the window.
- Select
to create a new role, or 
to update an existing role. - If you are creating a new role, enter the name in the Role Name field.
- Select the Reports tab
, if it is not already uppermost. - Select View Organization Reports to define which of the reports which have been generated for their organization the User can view.
- To give the role access to a report, select it from the Select Report list, and then select
. To give the role access to all of the report types, select 
. The reports to which Users with the role will have access are displayed in the Selected Reports list. - To remove access to a report, select the report in the Selected Reports list and then select
. To remove access to all of the reports, select 
. - Select View Global Reports to define which of the reports which are not organization specific the User can view.
- Use the , , and buttons in the same way to set access to the global reports.
- Select
to save the changes and close the window. Provide the Change Reasons if prompted to do so. Alternatively, select another tab, if appropriate.
If you do not select any of the options below, the User will have access to all reports.