This guide will demonstrate how to enable Data Validation on user roles. By following these steps, you will be able to report on key fields, such as verifying if Two-Factor Authentication (2FA) has been enabled and completed for each user role.
- Navigate to System > Security > User Role Management
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Select the user role that requires access to the Data Validation pages
- Select Pages from the Actions menu
- Search for ‘data validation’ to view all related pages
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Two pages will be returned in the search:
- Data Validation: This page enables access to the Data Validation menu header under Specialist Reports
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- Role Management – Data Validation Access: This allows the tile to be visible in
User Role Management, enabling the generation of reports for specific
user roles
- Role Management – Data Validation Access: This allows the tile to be visible in
- Change both of these pages to Write Access
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Click Review Changes
- Click Update
- Click OK
You have now enabled the Data Validation menu header under Specialist Reports and the Data Validation tile in the Role Management Actions menu for your chosen user role.
- Click on your user role and select the Data Validation tile
- This page shows the data validation exports available to the user's specific role
- Change 2FA Export to Accessible to grant access to the 2FA Export
- Click Review Changes
- Click Update to confirm the change
- Click OK to apply the permissions for the user role to be able to run the data validation export
Running the Data Validation – 2FA Export report
- Navigate to Reporting > Specialist Reports > Data Validation
We suggest that you create a subset for the users that you wish to report on
- Click on the Subset button
- Create your Subset using the wizard
- Once you have completed your Subset click on Export to download the report
- Open the report and click Enable Editing
You now need to change the formatting of any date related columns to display as a Short Date. This can be done multiple ways in Excel, but for this example:
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Highlight Columns C, D, K & L (click on the header on Column C and then hold Ctrl and select header D, K & L to select multiple columns)
- Select Short Date from the General dropdown
Use the filters as required to obtain the data you need, for example:
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Filter the data in Columns M to view which users have been set up to use Two Factor Authentication
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Filter Columns N to view which users whose 2FA set up has been completed
- You can also filter Column J to view Login Methods
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