---
title: "Edit report sharing settings"
slug: "edit-report-sharing-settings"
updated: 2026-10-15T00:32:44Z
published: 2026-10-15T00:32:44Z
canonical: "help.servicetitan.com/edit-report-sharing-settings"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Edit report sharing settings

## Overview

Open the report, select **Access levels**, update member permissions as needed, and click **Save** to ensure secure, role-based access and better collaboration.

## Edit report sharing settings

1. Open the report for which you want to edit the sharing settings.
2. Click **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A29Z&se=2026-10-31T02%3A46%3A29Z&sr=c&sp=r&sig=1o1uzm45hJ5I0VBy6rmGirK7kS06nkFl6RZc%2Fm8DD94%3D) next to the report name, then select **Access levels**. ![Dropdown menu showing options for managing user access levels and filters.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-report-sharing-settings-image-1zks0cyz.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A29Z&se=2026-10-31T02%3A46%3A29Z&sr=c&sp=r&sig=1o1uzm45hJ5I0VBy6rmGirK7kS06nkFl6RZc%2Fm8DD94%3D)

> [!TIP]
> **Tip:** You can also open report sharing settings from the report card. Click **More**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A29Z&se=2026-10-31T02%3A46%3A29Z&sr=c&sp=r&sig=1o1uzm45hJ5I0VBy6rmGirK7kS06nkFl6RZc%2Fm8DD94%3D) in the lower corner of the report card and select **Access levels**.

*![Menu options for managing access levels in the Accounting section of a platform.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-report-sharing-settings-image-7ki25284.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A29Z&se=2026-10-31T02%3A46%3A29Z&sr=c&sp=r&sig=1o1uzm45hJ5I0VBy6rmGirK7kS06nkFl6RZc%2Fm8DD94%3D)*
3. On the *Members & Access* screen that opens, in the **Search** field, enter the name of the member you want to give permission to. ![Input field for adding members, with a suggestion for 'Mary' displayed below.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-report-sharing-settings-image-vop6ekbw.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A29Z&se=2026-10-31T02%3A46%3A29Z&sr=c&sp=r&sig=1o1uzm45hJ5I0VBy6rmGirK7kS06nkFl6RZc%2Fm8DD94%3D)
4. From the dropdown select the access type. ![User interface for managing member access with options for viewing and editing permissions.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-report-sharing-settings-image-63fmk9tg.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A29Z&se=2026-10-31T02%3A46%3A29Z&sr=c&sp=r&sig=1o1uzm45hJ5I0VBy6rmGirK7kS06nkFl6RZc%2Fm8DD94%3D)

> [!TIP]
> **Tip:** You can also select the names of the users you want to share the report to, and then select the access type from the dropdown to automatically set that access level for the selected users.
5. When you’re done, click **Save**.

To remove the access level for a user, click **Delete** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-delete.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A29Z&se=2026-10-31T02%3A46%3A29Z&sr=c&sp=r&sig=1o1uzm45hJ5I0VBy6rmGirK7kS06nkFl6RZc%2Fm8DD94%3D) to remove the member.

![User management interface showing member access options for Andrew and Mary.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-report-sharing-settings-image-kq5cpsh3.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A29Z&se=2026-10-31T02%3A46%3A29Z&sr=c&sp=r&sig=1o1uzm45hJ5I0VBy6rmGirK7kS06nkFl6RZc%2Fm8DD94%3D)

## Want to learn more?

- See [Create a report](/construction/docs/create-a-report)
- See [Run, filter, and export Rollup reports](/construction/docs/run-filter-and-export-rollup-reports)
- See [Schedule Rollup reports](/construction/docs/schedule-rollup-reports)