Determining which users have access to each module
The Digita NetClient Modules report and the Digita NetStaff Modules report can help you to determine which users have access to each module.
In the Admin tab of the navigation pane, click the
Reports
link in the Utilities section.
note
If you don’t see this link, you don’t have access to this area.
In the Reports list, do one of the following.
Select Digita NetClient Modules to determine which Digita NetClient users have access to each module.
Select Digita NetStaff Modules to determine which Digita NetStaff users have access to each module.
In the right pane, select a module from the
Module
dropdown list.
Digita NetFirm lists the users who have access to the selected module.
note
In the Digita NetStaff Modules report, you can click the Groups button at the top of the Digita NetStaff Modules pane to view a list of Digita NetStaff groups that have access to the module.
To search for a user, enter any part of the user’s name or login in the
Find
field.
tip
Delete the entry from the
Find
field to view the full list of users who have access to the module.
note
Click a column heading to sort the report by the entries in that column.