How can the Administrator or the Supervisors see who has been granted access to a report template?
During the setup of a report template, you can decide if employees and/or customers should have access to fill out and view the report.
The administrator and supervisors can see who has been granted access after a template has been made.
In this article, you will learn where to see the permissions for a report template:
How to see the set permissions
In the menu, go to Reports > Templates | |
Click on to see the permissions | |
See permissions for employees and customers |
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You can change the permissions in the report template settings. You can learn how to change them in the article: Adjusting permissions to view and fill out reports |
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