Configurable Report Access for Privilege Groups
Enable specific report access toggling for each privilege group to ensure managers retain comprehensive visibility, while staff gain access only to their individual KPI metrics, reflecting the unique access needs of each role.
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Austin Towns commented
currently can only share all classic reports, all classic EXCEPT for commissions, or none. It would be helpful to have the option to allow access to ONLY commission reports.
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Rebecca Bialas commented
I specifically want to allow access to the Inventory Report, so my staff can help manage what supplies need to be ordered, without allowing access to every other report as well!
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Christa Vincent commented
specific report access based on staff member's position and needs (so staff may view some reports but not access all staff compensation, sales etc)
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Holly Sharpe commented
In the Meevo2 system you could set which privilege group has access to which reports. I had the ability toggle on and off which reports were accessible for each privilege group. This was very helpful. I don't need my managers to access all reporting and would like to grant access to staff for just their own KPI metrics. Each role is different and should have different access.
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Holly Sharpe commented
I don't want to handover access to all of my reports, but I would like the ability to assign certain reports by my employees privilege group status. As an owner, this would be very helpful so we don't have to give up access on an all or nothing basis. Meevo2 had this as an option and I was able to assigning specific reports based on that staff's security clearance (i.e. "privilege group") and It was sooo helpful.
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Brittney Bennett commented
Need the ability to limit what reports can be pulled by who. Service providers and front desk shouldn't be able to run every reoprt but management should be able to pull everything.
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Jeremy Shieh commented
The beta reports contain TOO MUCH sensitive data when deep diving that under few circumstances anyone lower than a disctrict manager should have access to.
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Christopher Cho commented
I think it would be a good idea to create a permission to allow service providers to see individual reports instead of all service provider reports.