There are three options under User Roles and Rights that let you control who can see or manage reports. The three rights have pre-defined settings, but you can change them if you prefer different restrictions for any role.
To change the settings for a role, follow these steps:
- Go to Settings > User Roles & Rights.
- Select a role. The Edit overlay appears.
- On the Home tab, check or uncheck any of the boxes in the “Report Access column”:
- SA Dashboard – Access to SA’s preset dashboards and their components.
- View Report Center – Access to the Report Center and shared reports.
- Manage Report Center (Pro and Pro Plus members only) – Permissions for creating and managing reports.
- Click Save.
- Repeat this for each user role in your company.
The other rights in the "Report Access" column are options for building a new Report Center dashboard.
User Role/Right |
Definition |
|
SA Dashboard |
Allows access to SA’s preset dashboards and their components. |
|
Company Reports |
When building a new dashboard, having this check box selected lets the user see company-wide report components in the Visual Gallery. |
|
CRM Reports |
When building a new dashboard, having this check box selected lets the user see CRM-related components in the Visual Gallery. |
|
Scheduling Reports |
When building a new dashboard, having this check box selected lets the user see scheduling-related components in the Visual Gallery. |
|
Accounting Reports |
When building a new dashboard, having this check box selected lets the user see accounting-related components in the Visual Gallery. |
|
Sales Manager Reports |
When building a new dashboard, having this check box selected lets the user see sales manager report components in the Visual Gallery. |
|
Sales Rep Reports |
When building a new dashboard, having this check box selected lets the user see sales rep report components in the Visual Gallery. |
|
View Report Center |
Allows access to the Report Center and shared reports. |
|
Manage Report Center |
Allows the user to create and manage custom reports (Pro and Pro Plus membership only). |
Assign Permissions for CRM, Scheduling, and Accounting Reports
You can further limit access to the Report Center based on the types of reports you want users to see. These options are nestled under "SA Dashboard".
Each tab of the Edit overlay has additional report permissions as shown here on the Accounting tab of the overlay:
You may want this level of control over users if your employees have very specific tasks. A bookkeeper who uses SA may only need to see Accounting reports, whereas an Operations Manager may only need to see CRM reports, and so on.