Roles help you match an internal user's responsibilities in your company with the information they have access to in Kube. After you add a role, you can customize which roles have access to different YSR Reports. Yardi Spreadsheet Reporting (YSR) reports are custom reports based on your organization's specific needs and must be set up in Yardi Voyager before you can run them in Kube. For more information on these reports, see Running a YSR report in Kube.
This article explains customizing permissions. For more information about adding a role, see Adding a role.
This article is part of the Kube system setup flow. For more information, see Kube setup checklist.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
To Customize YSR Report Permissions
Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Details screen appears.
Select the Security and YSR Reports tabs.
Click Add. The New YSR Report menu appears.
Complete the fields.
Click Save.
TIP: The next step in the Kube system setup process is to add internal users. For more information, see Adding an internal user.