Difference between revisions of "Sharing Reports with People - Overview"
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| − | Currently, the only [[User|users]] that are able to see any reports are [[User|users]] with the '''[[Manager permission]]''' – '''reports'''. If you wish to broaden groups of [[User|users]] to access a report, you need to permission the reports by [[Role|role]]. There are two techniques available when you wish to give permission report to [[Role|roles]]. | + | {{SeqReportPageHeader}} |
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| + | Currently, the only [[User|users]] that are able to see any reports are [[User|users]] with the '''[[Manager Permission – Reports and Dashboards|Manager permission]]''' – '''reports'''. If you wish to broaden groups of [[User|users]] to access a report, you need to permission the reports by [[Role|role]]. There are two techniques available when you wish to give permission report to [[Role|roles]]. | ||
* If you want to give access to multiple reports at the same time to a [[Role|role]] – use the [[Configuration Menu|Configuration]], Roles & Permissions [[Menu|menu]] menu and set the permission through the '''Reports''' link. | * If you want to give access to multiple reports at the same time to a [[Role|role]] – use the [[Configuration Menu|Configuration]], Roles & Permissions [[Menu|menu]] menu and set the permission through the '''Reports''' link. | ||
| − | * If you want to give access to a single report | + | * If you want to give access to a single report to multiple [[Role|roles]] – use the '''Assign Roles''' tab within the '''Edit Report''' window. |
| + | {{PrevNextStart}} [[Creating Summary Reports]] | ||
| + | {{PrevNextMid}} [[Assigning Multiple Reports to a Role]] | ||
| + | {{PrevNextEnd}} | ||
[[Category:Reports]] | [[Category:Reports]] | ||
Latest revision as of 13:41, 26 April 2013
Click here to watch a video on SmartSimple's integrated reporting subsystem.
Currently, the only users that are able to see any reports are users with the Manager permission – reports. If you wish to broaden groups of users to access a report, you need to permission the reports by role. There are two techniques available when you wish to give permission report to roles.
- If you want to give access to multiple reports at the same time to a role – use the Configuration, Roles & Permissions menu menu and set the permission through the Reports link.
- If you want to give access to a single report to multiple roles – use the Assign Roles tab within the Edit Report window.
