Edit report sharing settings

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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 next to the report name, then select Access levels.
    Dropdown menu showing options for managing user access levels and filters.

    Tip: You can also open report sharing settings from the report card. Click More 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.

  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.

  4. From the dropdown select the access type.
    User interface for managing member access with options for viewing and editing permissions.

    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 to remove the member.

User management interface showing member access options for Andrew and Mary.

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