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Roles: Functionality > Reports

Roles: Functionality > Reports

1. Go to "Settings" in the main menu and click on "Account" 

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1.1. Click on the "Roles" tab and click on the relevant role 

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2. Click on the arrow on the left of "Reports" to unfold this section. This section consists of 1 sub-section:

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There are 2 icons on the right side of the Reports bar:

  • "Show" (green):
    By clicking this icon, you will be able to edit the sub-sections below without any limitations. These sections apply to everyone within this organization.
    This option will also make the Reports module available for any user with this role.
  • "Hide" (red):
    This icon will allow you to block the Reports module completely from the account.

Continue to the following chapter to read about the sub-section available within the Reports module, given that you have enabled the "Show" icon.

 

1.1 Edit reports

Edit reports relates to the role’s permission to edit existing reports in the Reports module.

There are 2 icons on the right side of the "Edit reports" bar:

  • "Show" (green): 
    By clicking this icon, you can enable this role to edit reports in the Reports module. The gear  icon will become available in the upper left corner of the screen.
  • "Hide" (red): 
    By clicking this icon, you will make it impossible for this role to edit reports in the Reports module.

 

In this chapter, you can learn about all the permissions available in the "Reports" section in the "Functionality" tab.

 


 

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