Create ability to grant individual report permissions via user management
Granting Individual Report Permissions
To begin granting individual report permissions, navigate to Admin -> Users and double click on the user you wish to add individual report permissions too. Once open, click on the User Report Permissions button to open the individual report permissions module. Existing User Management
Note: If you have already granted a report group of permissions to a user, the group permissions will take precedent, and the user will have access to all reports in the group regardless of individual report permissions assigned.
Adding and Removing Assignable Reports
Once open, you can assign reports to the user by double clicking a row in the Assignable Reports list, by holding CTRL and selecting multiple rows, or by selecting an assignable report and clicking on the arrow button
Note: Permission changes save live as you do them
Copying Report Permissions from One User to Other Users
In order to copy another user's individual report permissions over to another user, begin by opening the User Report Permissions module for any user. Then, click on the "Copy User Report Permissions" button.
The Copy Report Permissions window should now be visible. To copy permissions, use the instant search box in the Copy From field to select the user from which you'd like to copy all assigned report permissions.
Then, select one or more users by using the Copy To users instant search box.
Select a mode:
Exact Copy = Only the permissions from the user you've selected in "Copy From" will remain on any user you've specified in "Copy To". For example, if the user you are copying from has 8 reports, all "Copy To" users will ONLY have those 8 reports after the copy is completed. Even if a "Copy To" user has all reports assigned currently, after this example exact copy they will only have the 8 reports left assigned.
Only Add = The copy process will only add reports to the "Copy To" users and will not remove any reports.
Additional Resources
GOREV SUPPORT TEAM
If you have any additional questions or concerns regarding this tutorial, please contact the GoRev Support Team by phone at (317) 794-3900 or by email at
Note: Always submit an IT Support Ticket detailing the problem that you are experiencing with this portion of GoRev, if possible, as this will give GoRev Support Agents access to information that will help expedite the resolution of your issue. If you are unsure how to submit an IT Support Ticket in GoRev, please see the GoRev IT Support Ticket Creation Tutorial for assistance