Forum Discussion

dbryant4891's avatar
dbryant4891
Qrew Trainee
12 months ago

Reports & Charts - Managing Client-Specific Name Visibility

Managing an app with over 975 clients and nearly as many users, we've found it simpler to streamline permissions by assigning everyone to a single role labeled "Client User" for external clients. Re...
reports
DonLarson's avatar
DonLarson
Qrew Elite
12 months ago

Expanding slightly on Mark's answer, I start applications now with the Roles set to hide all the Tables.   If the User cannot get to the Table directly than the Reports drop down is not available.

Then their dashboards have to have the reports required.