Assigning Access to Reports

Settings > Administrator > Users

After drilling-down to the Report view of a business category on a specific employee profile, see Assigning Access to Business Categories, click the Report buttonto list the reports and dashboards associated with it.

Figure 18: Access can be assigned to reports individually with a category

After clicking the Report button, the Reports assignment window will display. If a checkbox is grey, this means the report includes other views to which the user doesn’t have access.

After selecting (check-marking) the report, save and return to the previous screen. If you do not want to save, click X.

NOTE: You will only need to do this for existing reports. For new reports in this business category, the user will have access automatically.