Enterprise Level Reporting Access in Connect for Appetize

Description: You will learn how to navigate and manage enterprise and venue-level reports, adjust access permissions through Role Based Security, and assign specific reports and venues to users for streamlined and secure data access within the system.

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Users now have access to Enterprise level reports in addition to Venue level reports.  

To access these reports:

1. Select the Analytics tab, then click the Reports button. 
   

2. There, the user will find the list view of reports.  By default, the user will see 50 reports per page.
   

Remove Reports from Connect Roles

Access to these reports will be limited by Role Based Security. Admin users can revoke and allow viewing permissions to individual reports based on Connect Roles, streamlining use and protecting sensitive information. By default, all users will have access to all reports until viewing rights are revoked.  

To change viewing rights for a Connect Role:

1. Navigate to Connect Roles in the Enterprise dashboard. 
   
2. Select a Connect Role.
   
3. Click the Assigned Reports tab.
   
4. Then, Unassign and select Add Report to best suit the role.
   
5. Now, the specified Connect User will only have access to those reports permitted by their Role.
   • For example, inventory managers can be given access to only inventory reports, and revenue reports will be hidden.

Restrict Venue Reports by User

Users can be granted access to an unlimited number of Venues for the Enterprise. Once the user is assigned to a specific venue, they shall have access to the data through Analytics Reports related to those Venues only. 

To change the venue assignments for a Connect user:

1. Navigate to Connect Accounts in the Enterprise dashboard. 
   
2. Select an account.
   
3. Click the Venue Assignment tab. 
   
4. To assign an additional venue, select Add Venue.
5. To remove an assigned venue, select Unassign to the far right of the venue name. 
6. Now, the Connect user will only have access to the assigned venues. 
   • For example, if I am a franchisee and I have 2 stores, I should have access to the Revenue Report and financial data for both 2 stores (Venues) but not to any other locations.