From the Configure Reporting Roles screen, select the Users link next to the reports role.
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Note: All of the financial institution’s Springboard users with access to view reports are listed.
Field Descriptions:
Username: Username asigned to the user.
First: First name of the user.
Last: Last name of the user.
Springboard Role: Springboard role assigned to the user.
Assignment: If selected, the user is assigned to the report role.
To Add Users to a Report Role:
- Filter available users by their assigned Springboard role. Select the role from the Springboard Role drop-down menu.
Note: Users within a Springboard role can all be assigned to the same reports role or users can be assigned to individual reports roles.
- Select the box in the Assignment column next to the user(s) being added to the role. Select the Select All option to add all users to the reports role.
- Select Update.
- Select Cancel.
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Note: Three users are now assigned to the role in this example.