How can I configure employee access to different reports?

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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:


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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.


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