How do I give all dispatchers permission to edit a report?

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Problem

Dispatchers do not have access to edit the Jobs report under Operations. The edit report option is not visible to dispatcher users. You want to grant them all edit access, but aren't sure how to do so. You can either grant access individually, or by role.

Solution

Grant edit access to individual users

  1. Go to Reports in the main navigation menu.

  2. Search for the report you want to give employees access to.

  3. On the report card, click More . Then click Share Access.

  4. On the Share Access screen that opens, click Expand next to Manage by role and change the option to Manage individual users.

  5. Locate the users you want to grant access to, and click the box under the Edit column next to their name.

  6. When you're finished, click Save Changes. The selected employees can now edit that report.

The employees you want to edit your reports may not have the correct permissions set to edit. In this case, a Warning icon appears next to their name. Click Warning to see which templates the employee needs access to, and then click Give Permission. After permissions are granted, you can click the box next to Edit for the employee.

Grant access to all employees with a specific role

  1. Go to Settings in the top toolbar.

  2. In the side panel, go to People > Role Permissions.

  3. Next to the role you want to update, click Edit.

  4. On the Edit Role screen that opens, click Reporting Permissions.

  5. On the Dashboard and Reporting Settings screen that opens, click Reporting Permissions.

  6. On the table that displays the different Roles, click Edit next to the role you want to update.

  7. On the Report Templates screen that opens, click the box next to each report template you want to grant the role the ability to edit. You can select the templates individually, or click Edit All to give access to edit all templates.

  8. When you're finished, click Save. All employees assigned to that role now have edit access to the report templates you selected. They will also be able to edit existing reports that were created off of those templates.