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− | {{SeqReportPageHeader}}
| + | #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.
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− | You don’t need to enable the reports manager permission to users, if they are only going to view reports.
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− | You must be a member of a [[Role|role]] with manager permission for '''Reports''' if you wish to:
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− | * '''Create''' new reports.
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− | * '''Edit''' or copy existing reports.
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− | This permission is set through the [[Configuration Menu]].
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− | 1. Click the [[Roles & Permissions]] hyperlink under the [[Configuration Menu|Configuration]] heading on the navigation menu.
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− | [[Image:RolesAndPermissions.PNG|link=]]
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− | * You will see the above menu.
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− | 2. Click the hyperlink for '''[[Manager Permissions]]'''.
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− | The number of permissions listed on this page will vary depending on the applications that you have chosen to use.
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− | [[Image:ManagerPermissionsListReportsManagerHighlighted.PNG|link=]]
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− | 3. Select the '''Reports - Manager''' permission.
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− | [[Image:Reps3.png]]
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− | 4. Enable the '''Staff''' [[Role|role]] to use this permission.
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− | 5. Click the '''Save''' button.
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− | Provided your own account is in the selected [[Role|role]], you will now be able to create reports.
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− | ==See Also==
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− | * [[Manager Permissions]]
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− | {{PrevNextStart}}[[Getting Started with Reports and Dashboards]]
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− | {{PrevNextMid}}[[Accessing Reports in SmartSimple]]
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− | {{PrevNextEnd}}
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− | [[Category:Reports]][[Category:System Management]]
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