Setting Up Operational Administrative Privileges for Shared Categories

For categories, set operational administrators for departments, users, or roles.
Operational administrators can manage categories that they have permissions to use, as well as reports and report forms in their subcategories.
Note that the operational administrators can only manage categories for which they have access permissions granted by system administrators.

You can perform actions from Options on the user screen. Options has the following menus:

Image of an optional menu

Adding Operational Administrative Privileges

Grant operational administrative privileges for each category.
You cannot grant operational administrative privileges to "(Uncategorized)" categories.

Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click System settings.

  3. Select "Application settings" tab.

  4. Click MultiReport.

  5. Click Operational administrators.

  6. On the "Operational administrators" screen, select a category and click Edit.

    Image of an set action link

  7. On the screen for List of operational administrative privileges, click Add.

    Image of an add action link

  8. On the screen to add operational administrative privileges, select the department, user, or role to grant operational administrative privileges, and then click Add.

    To select a role, switch the view to the Roles tab.
    When you switch tabs after clicking Add, the selected departments, users, or roles are cleared before you switch.
    Adding operational administrative privileges screen

  9. Confirm your settings and click Add.

Deleting Operational Administrative Privileges

Delete operational administrative privileges granted to departments and users.

Selecting and Deleting Operational Administrative Privileges

Select the operational administrative privileges to delete.

Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click System settings.

  3. Select "Application settings" tab.

  4. Click MultiReport.

  5. Click Operational administrators.

  6. On the "Operational administrators" screen, select a category and click Edit.

    Image of an set action link

  7. On the screen for operational administrative privilege list, select the checkboxes of the organizations, users, or roles to delete operational administrative privileges, and then click Delete.

    Image of the 'Delete' button which is surrounded by the red rectangle box

  8. Click Yes on the screen to delete all operational administrative privileges.

Deleting All Operational Administrative Privileges

Delete all operational administrative privileges.

Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click System settings.

  3. Select "Application settings" tab.

  4. Click MultiReport.

  5. Click Operational administrators.

  6. On the "Operational administrators" screen, select a category and click Edit.

    Image of an set action link

  7. On the screen for "List of operational administrative privilege", click Delete all.

    Image of the Delete all action link

  8. Click Yes on the delete all operational administrative privileges screen.