Setting Permissions on Report

You must give permissions to users so that they can run the new, custom report.

You can give permissions using a Project template (to distribute the permission to all projects), or do it on case-by-case bases, one project at a time.

To set permissions:

  1. Sign in as a Company Administrator.
  2. Go to the Company Workspace tab and switch to Admin mode.
  3. In the left Navigator, click Company Sponsored Shells > Projects.
  4. Find your Project (the project that you want to add the Custom Report to) and open.
  5. Open the User Administration grouping node and click Access Control.
  6. Go to the Custom Report, click the report to open the Permission Settings window.
  7. Add View access for any Users or Groups that you want to be able to run the Custom Report in your Project.

Repeat the preceding steps if you want to add your Custom Report to other Projects.


Last Published Tuesday, December 12, 2023