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Access permissions for reports

In APRO CRM you can flexibly adjust permissions for reports.

There are two types of access permissions:

  • permission to create report templates,
  • permission to build reports using these templates.

By default, the CRM administrators are granted both the permissions.

Go to Main menu — Settings — CRM — Reports to specify the access permissions  for other CRM users to create, edit, and delete report templates:

When creating a new report (Main menu — Reports), you can specify the access permissions for CRM users to use this report as template:


 

You need to select the values for two fields here:

1. Type of users:

  • "All, except:" (all users except the ones from a certain list);
  • "CRM administrators and:" (all users of type "CRM administrator" and users/groups of users from an additional list);
  • "CRM administrators, managers, and:" (all users of types "CRM administrator" and "Manager", as well as users/groups of users from an additional list).

2. List of users or their groups:

  • branches;
  • departments;
  • CRM groups;
  • random lists of users.

When a branch/department/CRM group is selected, the permissions are set for all of its users, as well as for the new users that might be added to it later.


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APRO CRM is a SaaS cloud solution and is hosted by our servers. The CRM is flexible and can adjust to your business needs. You will be getting all the necessary assistance from your personal adviser while using the system