Learn how to control the types of reports your team can access in AroFlo's report menu
Updated on February 20th, 2024
Using permission groups, you can control the types of reports your team can access in AroFlo's report menu. This is especially useful if you want members of your team to only see reports that are relevant to their role. Each report type includes access settings that allow you turn on or off a user's ability to view, create, edit, or delete reports.
Once users are assigned to permission groups, you will also be able to restrict user access to specific custom reports. For more information, see Report Restrictions.
Report types and access options
The Types section lists all of the report types (categories) that are available within AroFlo's report menu.
The following access options allow you to turn on or off a user's ability to view, create, edit, or delete reports:
Access options
Description
List
Add or remove the report type from the report menu.
View
Disable all reports listed under that report type.
Create
Enable or disable creation of new custom reports.
Edit
Enable or disable editing of existing custom reports.
Delete
Enable or disable delete function on custom reports.
Filters
The Filter section allows you to limit access to specific report lists, i.e. standard or custom.
Fields
The Fields section allows you to control access to custom report settings.
Field options
Description
Restrictions
Allows user to view, add, or remove access restrictions on individual reports.
Available to Clients
Allows user to make reports available to clients who are permitted to access your site.
Available Columns
Allows user to view, add, edit, or remove columns within a report.
