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Report Access Restrictions

Derek Fitzgerald
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November 13, 2024

Hello,

I have a couple of reports created within our service manager project that are meant more for manager access. Unfortunately I am not finding a way to limit that access to only the project lead/admin, it does not need to be accessed by agents.

Is there a setting within the creation that I'm missing or is this not an option or is there a workaround?

Thanks in advance,

-Derek

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Harrison Ponce
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November 13, 2024

Hi @Derek Fitzgerald , great question! We've looked into this also and have only found this possible with filters and dashboards.

There is an open suggestion for this which you can vote, watch, and comment on if you like:

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