Forum Discussion

KarenHenke's avatar
KarenHenke
Qrew Cadet
4 years ago

Assign access to reports by report group?

Hello!

Is it possible to assign access to a report group so that any report in that group is only accessible to the roles that have permission?

For example:
Report group "COMMON" - (accessible to): Viewer, Team Member, Administrator, User, Sales
Report group "METRICS" - (accessible to): Team Member, Administrator, Sales
Report group "CHARTS" - (accessible to): Administrator, Sales

The report group would set the access to the report.
For example, if I move a report from METRICS to CHARTS, those with Role: Team Members would no longer have access to the report.

Trying to find an easier/quicker way to manage report access.
Thanks!



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Karen Henke
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  • No.  I never heard of anything along those lines.

    Personally, my own philosophy is that users only find reports that are put on dashboards. So I tend to make report link buttons or the big buttons on dashboards and group them by function so the people can find the reports they want.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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