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Manage report access
Manage report access
Control who can access and manage your business reports with advanced permissions settings. Learn how to set the appropriate permission levels for your team members, ensuring that your data is shared only with the right people.
Getting started
Report permissions allow you to choose who can see and share specific insights. To get started, you'll need to:
- Upgrade to the Insights add-on.
- If you’re a team member, request permission for Access reporting and Access new reporting & insights.
How report permission works
Insights advanced permissions settings allow you to share and manage access to reports and folders. As a business owner, you can control each team member’s access to ensure that your data is secure and only available to those who need it.
Four levels of access can be granted to your team members:
- Full access:
Can edit reports and share them with others. - Can edit:
Can edit reports but cannot share them with others. - View only:
Can view reports but cannot edit or share them. - No access:
Cannot access or view reports.
Setting up report access
Grant team members access to specific reports by allocating the correct permissions for each individual.
To grant team members access to specific reports:
- Open Workspace settings, select Team then Permissions.
- Scroll down to Reports to set the levels of permission for reports:
-
Access reporting:
Enabled (ticked box)
The team member can access your Standard reports.Disabled (unticked box)
The team member cannot access any reports. -
Access new reporting & insights:
Enabled (ticked box):
The team member will have access to both Custom and Standard reports.Disabled (unticked box):
The team member cannot access newly created custom reports but can still access existing reports or those created before this setting was disabled.
-
Sharing reports
share reports with specific team members, using the access levels so your data is always in the right hands.
- Desktop
- Mobile
To share reports with your team:
- Open Reports.
- Select the report you want to share.
- Click Options and select Share.
- Search by the team member or group names.
- Select the access level you want to provide:
- Full access:
Can edit and share with others. - Can edit:
Can edit but not share with others. - View only:
Cannot edit or share with others but can view. - No access:
Cannot access or view.
- Full access:
The permission level will automatically save once selected.
To share reports with your team:
- Open Reports.
- Tap All reports from the list.
- Select the report you want to share.
- Tap the three dots in the top left corner and select Share.
- Search by the team member or group names.
- Select the access level you want to provide:
- Full access:
Can edit and share with others. - Can edit:
Can edit but not share with others. - View only:
Cannot edit or share with others but can view. - No access:
Cannot access or view.
- Full access:
The permission level will automatically save once selected.
If you want to share all reports, open Reports and click on Options then select Share.
FAQs
Can anyone in my team sign up for Insights?