Skip to main content

Give access to reports area

You can give permission to employees to view and run reports, in a few easy steps.

Aurelian Bodea avatar
Written by Aurelian Bodea
Updated over 4 months ago

πŸ“ŒNote: We're hosting a webinar on the standard reports and other reports section. You can sign up to the webinar to watch the live event or watch the recording at a later date.

To give an employee access to the reports menu please follow the steps below:

  1. Depending on your setup, click Configuration or Admin Menu.

  2. Click Roles & Permissions, then select the role you need to edit.

  3. Click Role Permissions, then select Edit Permissions.

  4. Enable the permissions:

    • Report Viewer, view

    • Menu Report, view

  5. Click Save.

  6. To pull through these changes, refresh your browser.

πŸ“ŒNote: These permissions will then give the employee access to the reports area of the HR system. The employee will then need to be given access to the individual reports or report groups by assigning the relevant report permissions to the employee.

Did this answer your question?