Manage Report Access

Access to reports is governed by user role. If your user role has access to the Users page, you can assign view, create, edit, and delete permissions to any reports in your instance of ItemPath.

For more about user roles and management, see Setting User Roles.

Report access indicators

When viewing a report, you can see your permission level by checking the icons in the report view:

The pencil icon indicates edit access, while the trash-bin indicates delete access. If the icons are green, you have edit or delete permissions for the report. If the icons are red, then you don’t have that permission for the report.

As an administrator, you can review permissions and user roles from the Users page.

Assign report permissions

From a user role page in Users, you can assign global report permissions with the toggles in the Reports row:

At the global level, a fully toggled setting indicates that this permission applies to all reports in your installation. An un-toggled (grey) setting indicates that this permission applies to no reports in your installation. And a partially toggled (yellow) setting indicates that this setting applies to some reports in your installation.

Note: The create permission can only be set as a global value, and allows users to create reports using any report theme.

To assign permissions for individual reports, expand the accordion and assign permissions for each report. Depending on the number of reports in your installation, this view may take a moment for this view to load.

When assigning user role permissions, note the following:

• Activating or removing a global permission applies that setting to all reports in your installation.
• You can’t grant edit or delete permissions for a report unless the user also has the view permission. This applies to both individual report permissions and global settings.