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FAQ: How to Give Permissions to Create/Edit/Delete Reports

How do I grant permissions to create, edit, or delete reports?

To manage user permissions for reports, follow these steps:

  1. Navigate to Admin > Security Setup > Manage Roles

    • Click on Manage Roles to view available roles and their permissions.

  2. Edit > Role Permissions:

    • Select the role you want to modify and click Edit.

  3. Enable Report Permissions:

    • Locate the Reports section.

    • Check the appropriate boxes to grant specific permissions:

      • View Reports

      • Create Reports

      • Edit Reports

      • Delete Reports

  4. Save Changes:

    • Click Save to apply the updated permissions.

Now, users assigned to this role will have the selected report permissions.

For additional support, contact your CRM administrator.

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