Customizable Report Permissions

API and Admin, Reports

Choose which user roles can access to individual summary reports and report modules.

To customize report permissions:

  1. From the top, right corner of the platform, click Settings .
  2. From the left navigation, click Reports.
  3. Click the Permissions tab.
  4. Locate the report you want to permission, and click the Edit icon.
  5. Clear the checkboxes next to the roles that should not have access to the selected report/module.
  6. Click Save.