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Administrators

The user who installs Management Reporter is assigned the role of administrator. The administrator has permission to perform the activities shown in the following table. For more information about each activity, click the appropriate links in the table.

Activity

Link to more information

Install Management Reporter or upgrade an existing installation

Install or upgrade Management Reporter

Configure the integration of Management Reporter and the Microsoft Dynamics ERP software

Configure the server connection

Configure Management Reporter security

Set up security

Create users and groups and assign appropriate permissions

Set up and manage users and groups

Add companies, select a default company, and modify company information

Set up company information (data provider)

Design and view reports

View log files

View log files

Submit XBRL instance documents

NoteNote
You must have the XBRL Submit user permission to submit an instance document to file with authorities.

(DEU) Create and submit an XBRL instance document

See Also

Application users