Bulk Update Report Access
Hi all,
I’m in the process of moving all users from Admin users to more appropriate roles. This way, I can start restricting who has access to what information.
I’m facing a problem because we have years of reports that seem only accessible to Admin users. For example, when I change a sales rep to a sales role, it removes their access to see many previously created reports.
As it stands, we are happy for all users to have access to all reports.
Do you have any idea what I can do?
I really appreciate any help you can provide.
If a specific sales rep needs to view a report, you can customize said report and then go to “more options.” There is the option to select certain roles or even employees for access. You also may need to review employee level permissions. Employee record > Reports > select report type and then access level (view/create/edit/full). Hope that helps!
