How to Give Access to Exports/ Reports in Back Office | Scribe

    How to Give Access to Exports/ Reports in Back Office

    • Laura DiNitto |
    • 16 steps |
    • 49 seconds
      1
      Click admin tools
      2
      Click System
      3
      Click on report
      information ordinal icon
      THIS IS FOR FOR EXPORT REPORTS
      alert ordinal icon
      Alert! FOR REGULAR REPORTS SKIP TO STEP # 11
      4
      Click the advance query tab on the top
      5
      Under query name search the name of the export
      6
      Select the correct report
      7
      On the right side click on the button next to user
      8
      Search the user you'd like to give access to
      9
      Click on the check box next to the name
      10
      Click save
      Click save
      information ordinal icon
      THIS IS FOR REGULAR REPORTS
      11
      Click on tab on the top click on report
      12
      Under description type the name on the report
      13
      Select the report
      14
      Click the button next to user
      15
      Search for the user and click the check box next to their name
      16
      Click save