*** A user must be set up as an Administrator to add new users in Management Reporter ***

Startup Management Reporter Report Designer from within the All Programs list.

Management Reporter – Add New User Within Management Reporter, click on the drop-down menu next to the ‘New’ button and then click the User option.

Within the New User window that appears, click on the Search button and type in the new user’s name within the section that reads “Enter the object names to select (examples):”

For our purposes, type in ‘Administrator’ in the Select Users window and click the OK button.

Within the Management Reporter assigned role section, select the appropriate role for your user. There are four user roles available, they are as follows:

• Viewer—Views reports published to the Reports Library
• Generator—Generates and exports reports
• Designer—Creates building blocks (rows, columns, trees and report definitions), as well as, generates and views reports
• Administrator—Completes all activities in Management Reporter, including user administration

In this example, we will select ‘Administrator’ from the drop-down menu.

If the user you are setting up is not an Administrator, you will need to select the company databases that they can access.

Click the OK button at the bottom-right side to complete the setup.

Bond Consulting Services is a national consulting firm that empowers organizations across the United States to thrive in a digitally transformed world. We operate out of Long Beach, California, where our expert team assists clients with their ERP and CRM needs.

Visit us at www.BondConsultingServices.com or just pick up the phone and call 562.988.3451.

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