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Report Security Control

In this section, You will be able to designate which Roles will have access to each Report.

 

EX:  Accountants, Financial Partners, Managers

 

 


 

Setting Report Security Access

 

1. Navigate to Settings > Report Security Control

2. Click the pencil to edit the Report you'd like to adjust access to.

3. Check the box next to each Role you'd like to have access to this particular Report, or un-check the box to remove access.