With Reports Access, you can now customize how your users see the spend for specific Locations/Departments!
- To set this up, simply go to Settings -> Report Access
There, departments can be selected on the left, and users can be added on the right. Adding a user is as simple as searching their name and hitting enter! Users can be removed by simply clicking on the tag with their name on it.
- That is it! Based on your selection of each user's visibility, the users can only see reports (spent amount, etc) by their role and permission given on this page.
- During the selection of the users, if you don't see the user you are looking for, make sure that they have been given permission under Manager Users for that location/department. You can see how to assign their permission under the Manage User setting here.
For convenience, we have added the functionality to add a user to all departments within all locations. This can be done by selecting the ALL value from the locations dropdown and searching for the user. You can remove a user the same way, simply select ‘REMOVE’ beside the user input box and search as you would.
Similarly, you can add a user to all departments within a specific location. Click “Select all departments” on the departments label and add normally.