Grant User Access to Reports
Overview
This Knowledge Base article explains how to manage user access to reports by configuring roles and permissions in the system. It guides administrators through the steps to grant report access and includes screenshots to show what users experience when required permissions are not assigned.
By controlling report permissions, administrators can ensure that only authorized users can view or generate specific reports.
Granting Access to Reports
To grant access to a report:
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Go to Settings > Practice Settings > Roles & Permissions.
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Select Edit for the role you want to update.
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On the Update Role screen, expand the Reports section.
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Select the checkbox for the report you want to allow access to.
In the example below, access is granted to the Demographics Report.
When Access Is Not Granted
If a role does not have permission to access a report, users assigned to that role will not see the report listed in the Reports menu. For example, users without access to the Demographics Report will not see it in More > Reports in the left sidebar.
FAQs
You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.
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