Edit Report Access

Overview

This article helps you control which users and teams can access a report. You may need this when a report should be shared with specific staff.

Before you begin

• You need at least one report in Reporting (Arbol).

Steps

1. Click Config.
2. Click Platform Settings.
3. Click Reporting (Arbol).
4. Find the report you want to update.
5. Click Edit Access.
6. Enter at least 2 characters in Search for users....
7. Click a user in the results to add that user.
8. Enter at least 2 characters in Search for teams....
9. Click a team in the results to add that team.
10. Click the remove button next to any user or team you want to remove.
11. Click Save Access.

Troubleshooting

• If no user results appear, then enter at least 2 characters.
• If no team results appear, then enter at least 2 characters.
• If Save Access fails, then try again after the dialog finishes loading the current user and team lists.