Managing Category Permissions

What are Category Permissions?

This feature allows you to view and manage the level of access each user has for a specific category. If a category is not showing up for a user, it simply means that they do not have any access to that category.

How to manage Category Permissions

To update Category Permissions, navigate to the settings menu and open Report Management. From the main menu of Report Management, select the Category you would like to make the permission changes to by clicking the arrow on the left hand side.

At the bottom of the expanded box you will see permissions. Click here to bring up the list of the users and what permissions they all have for this category. You can give them full access here or you can change their report access in Allowance Rate, see more below on Report Count.

What is 'Report Count'?

Report Count is the number of reports the user has permission to view in that category.

As an example, under the Finance Category, there are 3 reports; Profit & Loss, Aged Debt and Aged Credit. You might only want to give some users access to the Aged Debt report. If you only choose to give permissions to Aged Debt it will then show the report count is 1/3 for the Finance Category for that user.

To remove access to the entire category of reports you can untick the allowance box and it will remove access to that category and any reports that are in it.