Assign Reports to a Role : Solution Center

Assign Reports to a Role Print

Modified on: Sun, Mar 3, 2019 at 2:19 PM

Use caution as you assign Permissions to Roles! Be sure each user assigned to a Role is on a Need To Know basis only. Remember: It is always easier to grant more access tomorrow than risk a privacy breach today! Learn more on Roles and Permissions here.

1. Click Agency Admin from the System Navigation Bar

2. Click the Permissions tab

3. Select the Role you wish to assign Reports from the list on the left

4. Click the Reports toggle

5. Select from the list of Available Reports which Reports you wish to limit this Role to have - by selecting Available Reports, you are establishing this Role to ONLY access selected Reports

6. If this Role has access to all Reports, leave Assigned Reports blank

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Assign Reports to a Role Print

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