Adjusting permissions to view and fill out reports

How do I grant permission to employees and customer contacts to view and fill out reports?

When creating a report template, you need to consider who should be allowed to see the completed reports and who should be able to fill out a report.

You can adjust permissions for employees and customer contacts.

The administrator can always see and fill out all reports. A supervisor can see and fill out reports for customers they have been assigned to through customer areas under Company structure. For more information regarding this, go to Company Structure.

NOTE:

Once you start using a template to fill out reports, you can no longer edit the template. Instead, you can create a new report template or copy an existing one and edit the copy. 

In this article, you will learn more about: 

• How to adjust permissions for your employees
• How to adjust permissions for your customer contacts

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Adjusting permissions for your employees

	In the top menu, click on Settings
	In the category Permissions (employee), click on the desired permission: None, Can view, or Can fill in
	None: The employee is unable to see the customer's completed reports. Can view: The employee is able to see completed reports by the administrator or supervisors if they select the employee when filling out a new report. Can fill in: The employee is able to see completed reports by the administrator or supervisors if they select the employee when filling out a new report. The employee can also fill out the report themselves.
	NOTE: Only employees who have been granted access to CleanManager can see and fill out reports.

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Adjusting permissions for your customer contact

	In the top menu, click on Settings
	In the category Permissions (contact), click on the desired permission: None, Can view, or Can fill in
	None: The customer contact is unable to see the completed reports. Can view: The customer contact is able to see their completed reports. Can fill in: The customer contact is able to see their completed reports as well as fill out a report.
	NOTE: The customer contact needs to be granted access to CleanManager in order to see and fill out reports.

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Continue to the article: Adjusting signature fields

The next article will continue to help you set up your reports.