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Managing Report Access
With the introduction of the Sandbox feature, the way admins give users access to reports has changed. Now, admins need to choose the specific Sandbox stage (Dev, QA, UAT, or Live) when granting report access at the organizational level. This means users can only see or access reports in the stage that is selected for them.
For example, if a user is given access to a report in the Dev stage, they can only view that report in the Dev stage, unless they also have access to it in other stages. This means that admins need to specify the stage when granting users access to reports.
How to provide access for certain reports?
- Navigate to the Admin Menu -> Reports -> Report Access.
- Once redirected to the list page for Report Access, specify the desired stage and workspace.
- Click on Add, prompting a pop-up titled Add New Report Access.
- Choose the relevant report and the associated role(s) for which access is required. Complete the process by clicking Save.
- Look out for a confirmation message stating that the Report Access has been successfully granted.
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