Reporting Manager

Assigning a Reporting Manager

One or more users in your company must be designated as a Reporting Manager, in addition to their assigned User Roles. The company administrator can request to add or change Reporting Managers by emailing Certent Support (Contact Us).

Controlling User Access

The Reporting Manager has access to all projects. On the Manage Users page, the Reporting Manager can change other users to have access only to items that are specified, and then assign them to projects, reports, or sections using Assign Users.

Document Management Functions

The Reporting Manager also has access to all document management commands in the Disclosure Management Console (DMC), detailed below. From the Manage Archive page, the Reporting Manager can restore or permanently delete archived items.

DMC Functions

Function Who Can Use Who Can See
Active and completed projects setting Reporting Manager All users
Archive project Reporting Manager Reporting Manager
Archive report Reporting Manager Reporting Manager
Assign Users to project Reporting Manager All users
Assign Users to report Reporting Manager All users
Assign Users to report sections Reporting Manager All users
Combine Reports Reporting Manager; users with full access to Project Reporting Manager, users with full access to project
Copy Project Reporting Manager; users with full access to project Reporting Manager, users with full access to project
Copy Project Reporting Manager Reporting Manager
Create New Project All users All users
Create New Report Users with default report access of "All," or users with full or partial access to at least one report in the project Users with default report access of "All," or users with full or partial access to at least one report in the project
Group Reports (new group, or drag and drop into groups) Reporting Manager Reporting Manager
Manage Users Reporting Manager Reporting Manager
Move Report Reporting Manager Reporting Manager
New DM PowerPoint report from New DM Content Menu All users All users
Rename Project Reporting Manager Reporting Manager
Rename Report Reporting Manager Reporting Manager
Save Report As Reporting Manager; users with full access to Project All users
Toggle Active or All Projects view All users All users

 

In addition to assigning roles for each user, each company must designate at least one user to be the Reporting Manager. The reporting manager has access to the highest level of document management functions in the DMC. This includes being able to rename, copy, archive, and move. Reporting managers can also control access for other users. By default, they will have access to all projects in the company. On the Manage Users page, they can set other users to not have global access, and then assign them specifically to reports, projects, and sections using Assign Users. Reporting Managers also have access to the Manage Archive page, where items can be permanently deleted or restored.