Table of Contents
Support Guide
Set Report Access Permissions Today
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Shape Software
Configuring User Permissions to your Reporting Pages
Manage access to your system reporting pages and analytics through Report Access Permissions. Define what admins, directors, managers and basic users can see in their “Reports” section. Utilize the check boxes on this page to determine what User roles (user, manager, director, admin, portal user, partner user, and member user) have access to the pre-built reports in your system including Outgoing Email Performance, Record Conversion Report, All Records Report, and many more!
As a general rule, what users have the ability to see within the reports is defined by the Record Visibility by Role settings page. For example, regular users have the default setting to only see their assigned records, so if they were to pull a custom report, they can only report on the data based on the records assigned to them, they cannot pull reports across all system data.
Adjusting Report Access
- Go to Settings>Report Access Permissions
Start by clicking on “Settings” and then “Users & Permissions” dropdown to find the “Report Access Permissions” settings page.
Report Access Permissions: https://secure.setshape.com/report-permissions
- Use the checkboxes to select what user roles have permission to access each report
Determine what User roles (User, Manager, Director, Admin, Portal User, Partner User, and Member User) have access to the pre-built reports in your system including Outgoing Email Performance, Record Conversion Report, All Records Report, and many many more!
Frequently Asked Questions
Keywords: report access, report permissions, role restrictions, user permissions, settings
