--- title: "Rollup Reports template permissions" slug: "rollup-reports-template-permissions" updated: 2026-10-15T00:32:38Z published: 2026-10-15T00:32:38Z canonical: "help.servicetitan.com/rollup-reports-template-permissions" --- > ## 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. # Rollup Reports template permissions ## Overview You can set permissions to determine which reports you want your employees to access. --- ### #### Who uses this feature - Administrators, Owners, General Managers - Applies to all business types ## Set permissions for Rollup Reporting templates 1. Click **Report Template (Datasets)**. A list of all report datasets displays. 2. Determine which report datasets you want the user to access. You can:![Report template options including payments, calls, and campaign summary sections.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/rollup-reports-template-permissions-image-yii8ffnt.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A11Z&se=2026-10-31T02%3A41%3A11Z&sr=c&sp=r&sig=TuBTu3qDWOo0eUcFFYHwtfbHzoVYOOkFjeXbvP5vWxM%3D) 1. Click **View All** to allow the user to view all datasets. 2. Click **Edit All** to allow the user to edit all datasets. 3. Click **None** for each individual dataset to allow the user to view only or view and edit the individual dataset. ![Dropdown menu showing access levels: None, Can View, Can View & Edit.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/rollup-reports-template-permissions-image-ukk7t7v3.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A11Z&se=2026-10-31T02%3A41%3A11Z&sr=c&sp=r&sig=TuBTu3qDWOo0eUcFFYHwtfbHzoVYOOkFjeXbvP5vWxM%3D) 4. Click **Revoke All** to remove all dataset permissions. ## Want to learn more? - See [Rollup Reporting](/construction/docs/rollup-reporting-home) - See [Create a report](/construction/docs/create-a-report)