Customise the access to reports for each team member - User Reports

Choose what reports your team members see, this is bespoke to each user.

To view the short video on User Reports please click here

If you would like your team members to access some reports but not all, you can do this by going to Menu > Security > Users 

Click on the team member name which you want to set up - then click on User Reports. Here you will see a list of all your reports

Click on the triangle symbol, this will show a list of all reports under that category. You can then turn the toggle to green (ON) to allow that team member to have access to that particular report.

Once all the changes have been made click save in the bottom left of the screen.

Watch a short video on setting up user roles