User Management, Access & Analytics

The ReportBurster Portal provides robust user management, secure access control, and actionable analytics—empowering you to distribute sensitive documents confidently and gain insights into user engagement.

Table of Contents

1. User Management & Roles
2. Access Control
3. Search, Filtering & Self-Service
4. Analytics & Insights
5. Security & Compliance
6. When & How to Use These Features

User Management & Roles

The portal supports a flexible user management system, allowing you to define and assign roles such as admin, employee, customer, parent, student, or any custom role your organization needs.

• Role-Based Access
  Each user is assigned one or more roles, which determine what documents and features they can access.
• User Provisioning
  Users can be created automatically (e.g., when publishing documents from ReportBurster), imported in bulk, or managed individually.
• Self-Service & Delegation
  Users log in to view their own documents, while admins manage users and permissions centrally.

Access Control

Access to documents and portal features is strictly controlled.

• Ownership & Permissions
  Each document is linked to its rightful owner (e.g., employee, customer, student) using a relationship field. Only authorized users can view or download their documents.
• Granular Restrictions
  Restrict access based on user role, document type, or custom business rules.
• Audit Trails
  All access and actions can be logged for compliance and security.

Search, Filtering & Self-Service

• Search & Filter
  Users can search and filter their documents by title, period, status, or any custom field—making it easy to find what they need.
• Self-Service Portal
  Users have a personalized dashboard showing only the documents they are authorized to view.

Analytics & Insights

The portal provides analytics features to help you understand and optimize document distribution and user engagement.

• Document Delivery Tracking
  See which documents have been published, viewed, or downloaded.
• User Activity
  Track logins, document views, and other key actions.
• Engagement Metrics
  Identify which users are most active, which documents are most accessed, and spot trends over time.
• Custom Reports
  Generate reports on document delivery, user access, and portal usage for compliance or business intelligence.

Security & Compliance

• Secure Authentication
  All user access is protected by secure login and session management.
• Role-Based Authorization
  Only authorized users can access sensitive documents or admin features.
• Data Privacy
  User data and documents are protected according to best practices and compliance requirements.

When & How to Use These Features

• Onboarding New Users
  Automatically create user accounts when distributing documents, or invite users to self-register.
• Distributing Sensitive Documents
  Ensure only the intended recipients can access their documents, with full auditability.
• Monitoring Engagement
  Use analytics to confirm delivery, track usage, and demonstrate compliance.
• Scaling Your Operations
  Manage thousands of users and documents efficiently, with granular control and actionable insights.

The ReportBurster Portal gives you the tools to manage users, control access, and analyze engagement—so you can deliver documents securely and efficiently, at any scale.