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Restrict the use of Advanced Reports to certain users

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Written by Antoine Larsen

Set up exclusive report groups to restrict users' access to certain reports.
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To do this, follow the steps below:

  1. From the Proclaim toolbar, select Advanced Report Creator.

  2. In the Exclusive Report Groups section, click the + icon.

  3. Type in the new group name, then click the tick icon.

  4. To add users to the group, in the group members section, click the + icon.

  5. Select the user, then click the tick icon.

  6. Drag and drop the required reports into the Reports/Folders Exclusive to: section.
    ​Note: Ensure the correct group is highlighted.

If you or your system administrator do not have access to the Task Server Administration program, please ask a question in the MyAccess Portal Digital Assistant and ask to "Speak to a human" to be put through directly to our support team.

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