For organizations using Role-Based Permissions, user access to Reports is determined by their Role. Follow the steps listed below to learn how to add Report permissions to a Role.
Step 1: Select the Role
In the Administrator view, expand the Access Control category on the navigation bar and select ‘Users’.
In the Account Management app, select Roles from the navigation bar.
Click the pencil icon next to the Role you want to add permissions for.
Step 2: Edit Report permissions
Scroll to the Permissions section of the page, where the Forms tab will be open by default. Click Reports to open the tab.
The first column lists every report category in your site with the subsequent reports indented below them. You can use the search bar to filter the results by name.
The toggles in the column headers function as a Select All option. A gray toggle indicates that users assigned to this role cannot perform this action for any record. Once a permission box is checked, the gray toggle will turn yellow, indicating that users are able to perform the action for some but not all records. Clicking the toggle itself will then check the permission box for every available record. The toggle will turn green to indicate that users have access to perform this action for all available records. You can click the toggle once again to uncheck all boxes at once or select the Undo button at the top to revert your most recent changes.
Note: Checking ‘View’ or ‘Edit’ for a report category will grant users the ability to run all reports, including new reports created later, within that category.
Note: ‘Edit’ access for a Report within a Role works in conjunction with Advanced Access for standard users; click here to learn more.
Repeat this step for the Aggregate Reports tab.
Step 4: Save your changes
To confirm your selected permissions, click Update in the bottom-right corner.
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How do I assign users access to Reports in Apricot? | How do I give a Role permission to view Reports? | How do I allow users to edit Reports in a category? | How do I use toggles to manage Report permissions? | How do I filter Reports when assigning access? | How do I save changes after updating Report permissions? | How do I assign access to Aggregate Reports for a Role?