How to configure employee access to different reports?: Difference between revisions
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Latest revision as of 09:34, 30 June 2023
Access to Planfix reports usually doesn't need to be configured. When employees see reports, they only see the data they have access to.
Nevertheless, you can restrict access to a report. You can manage report access in a separate report tab:
By default, only a report's creator can view it. Access to a report can be given to colleagues and clients in this tab when creating or editing the report.