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Adding Data Security Rules for Epicor Data Discovery

You can restrict the data users view from a selected dimension member. For example, you can set up a rule that limits members of a salesperson role to only see sales linked to their specific territory. Do this by creating data security rules.

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Active Home Page Tour

Active Home Page Tour

Accessing the Main Menu in the Active Home Page

Accessing the Main Menu in the Active Home Page

Using Favorites and Recents in the Active Home Page

Using Favorites and Recents in the Active Home Page

Changing the Workstation in the Active Home Page

Changing the Workstation in the Active Home Page

Adding a Widget to the Home Page

Adding a Widget to the Home Page

Accessing Utilities in the Active Home Page

Accessing Utilities in the Active Home Page

Searching for Help from the Active Home Page

Searching for Help from the Active Home Page

Changing the Company in the Active Home Page

Changing the Company in the Active Home Page

Using the Search Panel in the Active Home Page

Using the Search Panel in the Active Home Page

Changing the User in the Active Home Page

Changing the User in the Active Home Page

Changing the Language in the Active Home Page

Changing the Language in the Active Home Page

Changing the User Workstation in the Active Home Page

Changing the User Workstation in the Active Home Page

Using a Published Layout as Your Own

Using a Published Layout as Your Own

Adding a Logo in the Active Home Page

Adding a Logo in the Active Home Page

Understanding the Settings in the Active Home Page

Understanding the Settings in the Active Home Page

Currently loaded videos are 1 through 15 of 15 total videos.