Client Configuration

Options on the Client Configuration page

Option	Description
Product Access	All products available to your company. The selected product controls the data that displays on this page Note: Your company's configuration determines the products that appear in this section.
Overall Access	All available services for the product selected in the Product Access field. The following services are available for Powerpay: My Reports Adhoc Report Builder Dashboards When a service is activated, it appears as a hyperlink on the navigation panel and on the Home page. Note: Your company's configuration determines the services that appear in this section.
Folder Access	Client custom folders that are set up for your company and that are available to assign to users. In this section, you can: Add or delete folders. Delete one or more reports for a selected folder. Change report descriptions. For more information, see Folder Access. Note: The number to the right of a folder name indicates the number of reports in the folder.

The Product Access section displays the DaaS products. The selected product controls the data that appears on this page.

The Overall Access option displays all services available for the selected product. The following DaaS services are available for a Powerpay client depending on the client's configuration:

• My Reports
• Adhoc Report Builder
• Dashboards

Only Internal users can activate or deactivate services.

Note: Although the Folder Access section appears on the page, you can add and delete custom folders only if the My Reports service or the Adhoc Report Builder service is activated for your company.

The Folder Access section of this page contains the client custom folders that are set up for your company and are available to assign to users.

All customer administrators are automatically assigned access to the following two folders that appear in this section:

• Main folder (also referred to as the parent folder) labeled with the client ID
• Custom Reports folder

Use the Folder Access section to:

• Add or delete additional client custom folders.
• Delete one or more reports for a selected folder.
• Change report descriptions.

Note: The number to the right of a folder name indicates the number of reports in the folder.

Adding folders

After you add a client custom folder on this page, you must open the User Access page to assign users access to the new folder. When this is done, and the system refreshes (usually in 5 to 10 minutes), the new folder appears in the Adhoc Report Builder service and in the My Reports service.

Folders appear in the Folder Access section in the order that they are added.

Note: In addition to customer users, customer administrators must be given access to all new client custom folders. DaaS allows you to assign your own access to client custom folders on the User Access page.

Deleting folders

The following rules apply:

• You can't delete the main (or parent) folder or the Custom Reports folder.
• You can delete empty folders only. If you want to delete a folder that contains reports, you must delete all reports first. Then, you can delete the folder.

Deleting reports and changing report descriptions

In the Folder Access section, when you select a folder, all reports and their descriptions appear. You can delete one or more reports or change the report descriptions.

The options selected for your company on the Client Configuration page determine the options available to assign to your company's users on the User Access page.

1. Open the Client Configuration page.

   How?

   Do one of the following:

   • In the navigation panel, click Administration > Client Configuration.
   • On the Home page, click Administration.

2. In the Product Access section, if more than one product appears, select a product.

   All available options for the selected product appear.

1. Open the Client Configuration page.

   How?

   Do one of the following:

   • In the navigation panel, click Administration > Client Configuration.
   • On the Home page, click Administration.

2. In the Product Access section, verify that the My Reports service or the Adhoc Report Builder service is activated. If not, activate one or both of the services.

   Note: The My Reports service or the Adhoc Report Builder service must be activated before you can add a client custom folder.

3. In the Folder Access section, do one of the following:

   How to add and delete a folder

   To ...	Do this ...
   Add a folder	Click Add Folder. In the Add Folder window that appears, enter the folder name and click Add. The folder appears in the Folder Access section. In the upper left corner of the page, click Save. Tip: After you add a custom folder on this page, you must open the User Access page and grant access to the folder. When this is done and the system refreshes (usually in 5 to 10 minutes), the folder appears in the Adhoc Report Builder service and in the My Reports service.
   Delete a folder	Select the folders you want to delete. Click Delete Folder. When the confirmation message appears, click OK. The folders you selected to delete no longer appear in the Folder Access section. In the upper left corner of the page, click Save. The following rules apply: You can't delete the main (or parent) folder or the Custom Reports folder. You can delete empty folders only. If you want to delete a folder that contains reports, you must delete all reports first. Then, you can delete the folder.

   Caution: In order for DaaS to save your folder changes, you must click Save before you leave this page.
   

1. Open the Client Configuration page.

   How?

   Do one of the following:

   • In the navigation panel, click Administration Client Configuration.
   • On the Home page, click Administration.

2. In the Product Access section, verify that the My Reports service or the Adhoc Report Builder service is activated. If not, activate one or both services.

   Note: The My Reports service or the Adhoc Report Builder service must be activated before you can delete reports.

3. In the Folder Access section, select the folder that you want to delete reports for.
   1. Select the folder for which you want to delete reports.
   2. Do one of the following:

   How to delete reports

   To delete ...	Do this ...
   One or more reports	Click the check box for each report you want to delete. Click Delete Report. At the top of the page, click Save.
   All reports	To select the check boxes for all reports, click the first check box in the list. Click Delete Report. At the top of the page, click Save.

   Caution: For DaaS to save your changes, you must click Save before you leave this page.

1. Open the Client Configuration page.

   How?

   Do one of the following:

   • In the navigation panel, click Administration > Client Configuration.
   • On the Home page, click Administration.

2. In the Product Access section, verify that the My Reports service or the Adhoc Report Builder service is activated. If not, activate one or both services.

   Note: The My Reports service or the Adhoc Report Builder service must be activated before you can change report descriptions.

3. In the Folder Access section:
   1. Select the folder that contains the report that you want to change the description of.
   2. Do this:
      1. Click the check box for the report you want to change.
      2. Click Edit Description.
      3. Change the description.
      4. Click Save Description.

   Note: You can edit one report description at a time.

   Caution: For DaaS to save your changes, you must click Save before you leave this page.