In this article, we'll guide you through the process of managing access to your custom reports by teams. This functionality allows you to control who can view and edit specific reports based on team membership.
Step 1: Access Analytics
Begin by logging into your Pabau account using your credentials. Once logged in, navigate to the "Analytics" section in the left sidebar menu. Then, click on "Reports" to access the reports management page.
Step 2: Selecting the Report
On the Analytics page, locate and click on the "My Reports" tab on the left sidebar. Here, you'll find a list of all the custom reports you've created in your account. Click on the specific report for which you want to change the access settings.
Step 3: Editing Report Access
Once the report is open, click on the "Edit" button located in the top right corner of the screen.
In the Edit Report modal that appears, locate the human icon in the top right corner, next to the "Save" button, and click on it.
This will open the "Manage access" menu on the right side of the screen. Within the "Manage access" menu, you can choose who can access the report:
- Private to the creator
- Accessible by everyone
- Accessible by specific users or teams
If you select the "To specific users or teams" option, you can choose individual employees or entire teams to grant access to the report.
To grant access to a team, simply check the box next to the team name. This will automatically grant access to all members of that team.
Alternatively, you can select specific employees by checking their individual avatars in the Employees section.
Step 4: Save Changes
Once you've made your selections, click on "Save" in the bottom right corner of the "Manage access" menu to save your changes.
Finally, click on "Save Report" again in the Edit Report modal at the top right corner to confirm and apply the access settings changes.
Step 5: Review the Report
Staff members you’ve shared the report with can find it in the 'Shared with Me' tab on the reports page.
By following the steps outlined above, you can effectively manage access to your custom reports by teams in Pabau. This allows you to control who can view and edit specific reports, ensuring that only relevant team members have access to the necessary data and insights.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.