Hi all,
We're trying to figure out what combination of account- level permissions gives an admin access to the reports tab under settings. Ideally, we'd like to have reporting be on its own permission but I'm not seeing anything like that in the permissions area.
Has anyone had any success in setting up a reporting only role? If so what permissions did you grant the user?
Thanks,
Andy Starr
Hello Andy Starr you'll need to review first which permissions give you this access and the best way to find it is here account permissions PDF.
Also make sure you create this custom permission in your TEST Environment and test it out
Regards,
Xavier