Recently, we have received a handful of calls on how to add a new user to Management Reporter (MR). So, I thought this would be a good time to revisit the process.
First, you must be an MR administrator to add users. Also, the user you are adding must have access to the company in Dynamics GP.
If those above items are taken care of, then in Report Designer, select File>New>User.
Next, click on the search button and find the windows user ID.
Type the user’s windows account name and click on check names. Once the user is located, click OK.
Next, choose what role the user will have. These are the four roles available:
- Viewer (can only view reports that have already been run)
- Generator (can generate new reports)
- Designer (can create reports)
- Administrator (can add new users)
Click on Company Access to ensure the user has access to the companies. The user must be able to access the company in Dynamics GP too.
If you need assistance or have further questions, email me at email@example.com and we can assist you.