To apply role security to a report

Some reports may need to be restricted to specific user roles for visibility and access. Access to reports is controlled through Role Management security.

• Go to the following area:
  • Latest (left-hand) menu: System Configuration > Role Management
  • Pre-2025 (top) menu: System > Security > Role Management
• A list of existing roles will be presented

• Click on the name of the role that you wish to configure
• From the list of Actions select Reports

• The screen will display all of the reports that have been created and display whether the selected role can access the report
• To make a report accessible click on the button

• Click Review Changes – a summary of the changes will be presented
• Click Update to confirm changes
• Confirmation of the change will be presented
• Then go on to make any other changes to any other roles as required
• The report will now be available to use from the Reports menu

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