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Set Up a User’s Report Access

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Within the User Management feature, you can determine which reports a user can access under the Reports

Note

As a default, new users can access only Billing and Matter related reports.

Set Up a User’s Report Access

To set up a user’s report access:

  1. From the left navigation panel, click Account Management.
  2. From the Account Management left navigation, click User Management.
  3. On the User Management screen, double-click a user, or single-click them, and from the toolbar, click Edit.
  4. On the Edit User screen, scroll down to the Restrict Report Visibility section and check the box beside it. 
  5. The section expands, displaying Restricted and Allowed columns. Highlight reports listed in either column and use the right and left arrows to move them between columns.

    Note

    To select multiple items, press and hold Ctrl as you make your selections.

  1. Click Save.
    The system saves the user’s reports access. Only Allowed reports will display on the Reports screen.
Note

As a default, when a new user is added, the user will only have access to Billing and Matter related reports.

Updated on April 8, 2022

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