Springboard Administration

Add Users to a Reports Role

From the Configure Reporting Roles screen, select the Users link next to the reports role.

 

 

Note: All of the financial institution’s Springboard users with access to view reports will be 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: Box will be checked if the user is assigned to the report role.

 

To Add Users to a Report Role:

  1. Filter available users by their assigned Springboard role by selecting from the drop-down menu in the Springboard Role box.
     
Note: Users within a Springboard role can all be assigned to the same reports role or users can be assigned to individual reports roles. 

 

  1. Check the box in the Assignment column next to the user(s) being added to the role. Click on the Select All to add all users to the reports role.
  2. Click on Update.
  3. Click on Cancel.

 

 

Note: Three users are now assigned to the role in this example.