Minimum Role Requirements for using Velixo Reports

Minimum Role Requirements for using Velixo Reports

Overview

At the most basic level, Velixo is governed by the same access rights as MYOB Advanced.  So if you want to control access to various Velixo features, you can do so by controlling access to the screens used for those elements in MYOB Advanced:

  • Drilldown - Account Details and Project Transaction Details
  • GL Writeback - Journal Transactions
  • Budget Writeback - Budget

First-time use

The first time you connect to a tenant, the system will prompt you to create the generic inquiries that are necessary to support Velixo Reports.

seteup_inquiries.png

To do that, you need access to the Generic Inquiries page within MYOB Advanced).  At a minimum, a user would require DELETE access to that page.

If you do not have sufficient access to the Generic Inquiries page, an error will be displayed.

Day-to-day use

Once the inquiries have been created, you only need to have Read access to the VelixoReportsPro-*** inquiries (from the Hidden or Data Views section of the site map) to be able to use Velixo Reports.

Under typical circumstances, all Acumatica (or MYOB) users have access to all of the VelixoReportsPro-*** inquiries.  If you experience issues in accessing these or you want to exercise more granular control over which users do have access, more information is available in this article.

Restriction Groups (aka 'Row-Level Security')

As the name suggestions, Restriction Groups provide the ability to restrict accounts, subaccounts projects, etc. on a user-by-user basis.  Velixo Reports supports the user of Restriction Groups.

    • Related Articles

    • Issue when trying to connect to MYOB Advanced from Velixo

      Issue When you are trying to connect to your instance using Velixo, you are receiving the screenshot below. This is often after an upgrade. Reason Each time a new version is release, Velixo adds additional Inquiries that are utilized for that ...
    • Upgrading to a newer version of MYOB Advanced

      Velixo is fully committed to supporting new versions of Acumatica and MYOB Advanced within 30 days of release. Sometimes, changes in the product will require slight configuration adjustments before Velixo can be used for the new version. Note: please ...
    • Using Velixo Reports in Citrix/Terminal Server enviroments

      Overview  This is a best practices guide for installing and configuring Velixo Reports in a Citrix or Terminal Server environment. The document applies to standalone Citrix/Terminal servers and to Citrix server farms. MSI-Based Installation ...
    • "Error! MYOB Advanced could not recognize the OData syntax."

      After Velixo Upgrade to version 6, you are getting the error below when using some GI Function Queries “Error! MYOB Advanced could not recognize the OData syntax. Most likely, your filter contains a function which MYOB Advanced does not support ...
    • SQLite Connection Error with Velixo

      Issue When trying to run or update Velixo on a workstation, you are getting a SQLite access error Symptoms You are prompted with the screenshot above when: Trying to reset the local cache Do a new install and refresh a worksheet Trying to add your ...