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Adjust user access to parts of eGrow Connect

This is only available with the Role-based User Security Add-on Module

You can make changes to the capabilities or visible reports and widgets for your employees by managing the user roles and permissions.

Tip: We recommend blocking all except what is pertinent to a user's role within eGrow Connect rather than only blocking things that are private. This allows employees to focus on their assigned tasks in eGrow Connect and minimizes accidental user error.

  1. Navigate to system setup logo System Setup > Users & Permissions > Roles.
  2. Select an existing role, or click Add New icon Add Role at the top of the left pane to create a new role.
  3. In the right pane, you have the choice to "Allow Access" or not in three different tabs.
    • Permissions: This is where you will allow or block different functionality and tasks within the eGrow Connect software. If "Allow Access" is set to No, the user may still see the item, but will not be allowed to make changes to it.
    • Reports: Choose from the list of reports which this user role would need to access. Toggling to green means this user role will be allowed to run and view reports of this type.
    • Dashboard Widgets: Dashboard Add-on Module Only Choose from the list of dashboard widgets which this user role should be allowed to view. Toggling to green means this user role will be allowed to view the data provided in the widget.