If you host SelectHR on your own company servers and are not hosted with Access, follow the instructions below to create new SQL logins for data exports.
You will need access to the Admin tool with administrator privileges and an existing SQL login to configure this. Contact your IT team if you don't have this.
Log in to Admin Tool, then click SQL Logins.
A login screen will appear; enter existing SQL credentials to access this feature. The default user provided with the system is SelectAdmin. IT may use another account like SA, for this.
Click Create a new login. By default, the selection will be Windows authentication; however, SQL Server authentication can be chosen to set a password specifically for this area of the system.
Set the Login Name. This is dependent on how your Windows usernames are set eg. DomainName\Username.
Click OK.
Ensure the user can access data within the databases
Highlight the new user in the list.
Click Edit the selected login.
Highlight a database and click Create user to ensure the user can log into the selected database.
Click OK.
Grant access to specific schemas within the database
Click Edit user roles.
Highlight a schema, and click the green arrow pointing right to grant access to it.
To select all schemas in the Available Roles column, highlight the top one, scroll to the bottom of the list, hold the shift key, and click the last one.
The user is now set up to make exports in the export/import utility area of the Admin Tool.