Permissions on Reports
It is possible to limit the visibility of report templates for limited platform users who are assigned a lower level in the Project User Hierarchy. Likewise, the Management permissions corresponding to the actions on report templates (own / from other authors) can be configured in the role: create, edit, delete.
Report Files
Within the Reports permissions section, which also depends on a permission, the permissions related to the report files have been segmented. In this way, the options for Download (.xls / .pdf), Delete and Create report files can be shown / hidden independently.
Filtering user permissions
Finally, in addition to the role permissions configuration tool, the system allows you to limit, from the project users section, the visibility of report templates (by option All / Specific Checkbox).

Last updated
Was this helpful?