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Information on permissions

How can the Administrator or the Supervisors see who has been granted access to a report template?

During the setup of a report template, you can decide if employees and/or customers should have access to fill out and view the report.

The administrator and supervisors can see who has been granted access after a template has been made.

 

In this article, you will learn where to see the permissions for a report template:




 

 

How to see the set permissions

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In the menu, go to Reports > Templates
 
Click on Info3.png to see the permissions

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See permissions for employees and customers

 

You can change the permissions in the report template settings.

You can learn how to change them in the article: Adjusting permissions to view and fill out reports 

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