Reports Permissions provide the following options:

  1. None - no access
  2. View - view only access for all reports
  3. Manage - ability to create, update and delete all reports

There are also permissions for Owned Reports, those created by a team member:

  1. None - no access
  2. Manage - ability to create, update and delete their own reports only

Below we'll show you how to create different permissions for your team. Remember you can create as many permissions as you want.

Creating New Permissions

To create a new permission, follow these steps:

  1. Go to Settings
  2. Choose Manage Permissions
  3. Click on New Permissions

Providing Team Access

To provide team access to manage their own reports, create a permission called "Own Reports" and follow these steps.

  1. Follow the 3 steps above to create a new permission
  2. Name the permission "Own Reports"
  3. Include all Members - set to All Members
  4. Excluded junior members, if desired.
  5. Under Owned report permissions, select Manage
  6. Click Create Permission

Provide View Only Access to All Reports

  1. Follow the 3 steps above to create a new permission
  2. Name the permission "Manage Reports"
  3. Include all Members - toggle Specific Members or All Members as desired.
  4. If choosing specific members, Search for Members you want to have view only Report permissions.
  5. Under Report permissions, select View
  6. Click Create Permission

Provide Full Access to All Reports

Manage All Reports permission is automatically created, with Account Holders added by default.

Follow these steps to add members to the Manage All Reports permission:

  1. Go to Settings
  2. Choose Manage Permissions
  3. Find the Manage All Reports
  4. Click on Edit
  5. Search for members you want to add
  6. Click Update Permission

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