---
title: "Rollup Reports template permissions"
slug: "rollup-reports-template-permissions"
tags: ["Area - Enterprise Hub", "Focus - Construction", "Focus - Service Replacement", "Role - Accountant", "Role - Admin", "Role - Owner Admin", "Type - Commercial", "Type - Residential"]
updated: 2026-10-15T03:33:12Z
published: 2026-10-15T03:33:12Z
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=2026-11-09T11%3A27%3A10Z&se=2026-11-09T12%3A27%3A10Z&sr=c&sp=r&sig=VBIsm51NVH062xkgPG4zxMCwV9KHqyxBRnLxootYG%2Bo%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=2026-11-09T11%3A27%3A10Z&se=2026-11-09T12%3A27%3A10Z&sr=c&sp=r&sig=VBIsm51NVH062xkgPG4zxMCwV9KHqyxBRnLxootYG%2Bo%3D)
  4. Click **Revoke All** to remove all dataset permissions.

## Want to learn more?

- See [Rollup Reporting](/residential-s-r/docs/rollup-reporting-home)
- See [Create a report](/residential-s-r/docs/create-a-report)