Sharing Reports with People - Overview

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caption 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 permissionreports. 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.

Previous.png Creating Summary Reports Assigning Multiple Reports to a Role