Rollup Reports template permissions

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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.

    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.

    4. Click Revoke All to remove all dataset permissions. 


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