Difference between revisions of "Manager Permission – Reports and Dashboards"

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#REDIRECT [[Reports#Permissioning Reports]]
Access to the '''report-creation''' features is controlled by the [[Role|role]]-based manager permission.  So you must be in a [[Role|role]] associated with this feature in order to create reports.
 
 
 
You don’t need to enable the reports manager permission to users, if they are only going to view reports.
 
 
 
You must be a member of a [[Role|role]] with manager permission for '''Reports''' if you wish to:
 
 
 
* '''Create''' new reports.
 
* '''Edit''' or copy existing reports.
 
 
 
This permission is set through the [[Configuration Menu]].
 
 
 
1. Click the [[Configuration Menu|Configuration]], Roles & Permissions [[Menu|menu]].
 
 
 
[[Image:Reps1.png]]
 
 
2. Click the '''Manager Permissions''' tab.
 
 
 
The number of permissions listed on this page will vary depending on the applications that you have chosen to use.
 
 
 
[[Image:Reps2.png]]
 
 
3. Click the '''Reports''' permission.
 
 
 
[[Image:Reps3.png]]
 
 
4. Enable the '''Staff''' [[Role|role]] to use this permission.
 
 
 
5. Click the '''Save''' button.
 
 
 
Provided your own account is in the selected [[Role|role]], you will now be able to create reports.
 
 
 
==See Also==
 
* [[Manager Permissions]]
 
{{PrevNextStart}}[[Getting Started with Reports and Dashboards]]
 
{{PrevNextMid}}[[Accessing Reports in SmartSimple]]
 
{{PrevNextEnd}}
 
 
 
[[Category:Reports]][[Category:System Management]]
 

Latest revision as of 21:49, 1 July 2019