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- Control access to business finances
- Control access to rates
- Control who can create projects
- Control project administration
- Control staff and team management
- Control expenses and claims
- Control report definition editing
- Control access to contacts
- Give full project control with Owner
- Manage project work without changing money
- Let project members edit tasks safely
- Share a project safely with Viewer
- Let a team lead coordinate shared work
- Share teammate profiles without management access
- Keep team members focused on their own work
Control report definition editing
Let staff run reports while reserving definition creation and mutation for the right people.
What you'll achieve
Set and verify the difference between Reports View and Reports Edit.
You'll end up with: Priya Sharma has Reports Edit and can create report definitions as an administrator.
Before you start
Reports is always reachable, but its contents are not universal
Reports has View and Edit. There is no Hidden level. View opens the report list, runs reports, exports results, and browses available fields. Edit adds definition creation and duplication. Changing an existing definition also requires its creator or an Admin.
Reports does not override the underlying data permissions. A visible Reports navigation item does not make financial, contact, project, or staff rows visible. Discovery, execution, CSV, and PDF all require access to the report's base entity and admitted rows.
Compare View and Edit
- 1
Save Viewer for Priya Sharma and start Preview.
- 2
Open Reports and confirm New Report and definition actions are absent.
- 3
Stop Preview, save Admin, and preview again.
- 4
Open Reports and confirm New Report is visible.
Reports Edit allows new definitions and duplication. Overwrite, rename, audience changes, deletion, and saved print settings for an existing definition additionally require its creator or an administrator.
Troubleshooting
- Reports is still visible under Viewer. This is correct. Reports has no Hidden level.
- A report category or saved report is missing. The person may lack its base entity.
- A report opens with fewer rows. Row routing follows the underlying entity and project branch.
- Edit is set but an existing definition is read-only. The person must also be its creator or an administrator.
Where this fits next
Build a definition in custom reports, or continue to Contacts.