User Rights for the Report Center

There are three options in 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.

Follow these steps to change the settings:

  1. Go to Settings > User Roles & Rights.
  2. Click a role name. The role Edit overlay appears.
  3. On the “Home” tab, check or uncheck any of these check boxes in the “Report Access column”:
    1. SA Dashboard – access to SA’s preset dashboards and its components
    2. View Report Center – access to the Report Center and shared reports
    3. Manage Report Center (Pro and Pro Plus members only) – permissions for creating and managing reports mceclip0_-_2020-12-01T125757.098.png
  4. Click Save.
  5. 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 its 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" as shown in the last image. Each tab of the Edit overlay has additional reports permissions as shown here on the Accounting tab of the overlay:

mceclip1_-_2020-12-01T125828.250.png

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, an Operations Manager may only need to see CRM reports, etc.

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