Set Permissions on the Security Tab

The Security tab on the Email Report Edit screen is where you set up the report's security. Unless a user is added to the Security grid, all users will have full access (viewing and editing) to this report. To add security permissions to an email report, follow these steps.

1. Under Security, click the New button.

2. In the pop-up window, select a User Group from which to select the user to assign security permissions to for this report.

   

3. In the User drop-down menu, select the user.

4. Select one of the three security options:

   • No Access - This user will have no access to this report

   • Read-Only - This user will only be able to view this report. This user will not be able to edit report.

   • Full - This user will be able to view and edit this report.

5. Click the Save button, or click Another to add another user to the group.