Configuring report access
Prerequisites
- Access to the Configuration > Customize > Report (CM027) menu.
- Previously created report.
Introduction
After configuring a report, it is possible to define who will be allowed to access it, as well as the operations that can performed on it.
See how to configure access to a report:
Configuring access
Available access types
| Team | Members of a team created in SoftExpert Administration. |
| Organizational unit | Users from a certain business unit/department of the organization. |
| Department/Position | Users from a certain department of the organization, who have a specific position. |
| Position | Users holding a certain position in the organization. |
| User | A specific user. |
| All | All users who have access to SoftExpert Configuration. |
Available security controls
| View | It allows for viewing the data of the report. |
| Edit | It allows for editing the data of the report. |
| Delete | It allows for deleting the report. |
| Scheduling | It allows for scheduling the report. |
Conclusion
All done! The report access permissions will be duly configured.