Permissions – Custom Reports

Custom Report Permissions

Custom report permissions can be edited in Settings Custom Report Permissions.

Select from dropdown menu the User Sales Group you want to edit. Click the Hae (Search) button and you will get the list of users in the current sales group. If a user has not been attached to any sales group, they can be found under the sales group named – No Group –.

Select the sales channel and sales group permissions that you want and click the Save button. Always remember to save changes before you make a new search!

Module Manager
Module Tools
Permissions – Business Intelligence
Sales Organization Access
Report Generator
Related Lists
Combined Shape