How to assign Reports access to users

The following article outlines how to assign Reports Access to users without a Reporting role. Superusers are automatically able to access Reports. Due to customization, your interface text may differ. In this article, we are using the default labels Location and Department. Learn more here.

You must be a SuperUser or have custom access to manage users and reports access to complete the following steps:

Steps:

To assign a user Reports Access for one or more Departments within a Location:

1. Navigate to Settings → Manage Users.
2. Select the user from the list and select the Roles & Permissions tab.
3. Select Edit permissions.
4. Select the checkbox beside the Reports module and select Apply.

5. Go to Settings → Reports Access under the Manage Access section. 

6. On the top-right, select the specific Location from the drop-down menu. 

7. On the left-hand side, select the specific department you'd like to assign Reports Access to. To assign all departments, click the Select all departments button.

8. Enter Users to assign permission. Users must have a Reporting role to be assigned report permissions. All changes will be automatically saved. 

To Assign/Remove User access to Reports Access for all Locations and Departments: 

1. Navigate to Settings → Reports Access.

2. In the top-right, use the Location and select All

3. Use the Add / Remove as applicable

4. Input the users to be assigned/remove access.

5. Click Submit.

You have now added the users to all Locations and Departments.