Setting Report Permissions (Admin)

In this article:

• Changing Report Permissions
• Options Available in the Report Permission List

An admin user can give users access to the different Actionstep reports in your system based on their system role. You can also customize how users are able to access these reports.

Changing Report Permissions

To access report permissions:

1. In Actionstep, go to Admin > Users & Permissions. The Users & Permissions page appears.
2. Click Report permissions on the right side of the page. The Report Permissions List appears, listing all reports alphabetically (See Options Available in the Report Permission List, below, for a description of what's viewable here.).
   TIP:  You can make changes to columns, sorting, and filters and they will be saved / displayed the next time you access this page.
   NOTE:  You can grant or remove access to the report for the specific user either by selecting the checkbox in the corresponding column, or by selecting the checkbox next to a report name and clicking Grant Permission or Revoke Permission and then selecting one or more roles you want to change. (This second option can help you assign permissions to multiple system roles at once.) 

   
   

   

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3. Click the link for the report you want to manage permissions for. The Report Permission Editor page appears.
4. Make any of the following changes:
   • Report Name and Description: Shows the name and description of the report's functionality. These cannot be edited.
   • Allowed System Roles options: Select or clear the system roles that can have access to the report. (Unselected roles cannot access the report.)
   • Report Locations: Select one or more locations where the report can be accessed:
     • Accounting Reports are accessible in Reports > Accounting Reports.
     • Action Reports are available on the Reports page for a specific matter.
     • Billing reports are accessible in Reports > Billing Reports.
     • Marketing Reports are no longer supported. Reports assigned to this category will be inaccessible.
     • Sale & Purchase Reports are accessible from an invoice or order page, like Accounting > Supplier Invoices > Supplier Invoice > [Select invoice]. Access them from the Reports drop-down list at the bottom of the page.
       
     • Trust Accounting Reports can be accessed in Reports > Trust Reports.
     • Workflow Reports can be accessed in Reports > Matter Reports.
5. Click Save to save your changes.

Options Available in the Report Permission List 

The list accessible by going to Admin > Users & permissions > Report permissions includes at least the following seven columns:

• ID: The unique identifier of the reports. These IDs are the same in every system.
• Report Name: The name of the report. The name is hyperlinked to the Report permissions editor (Editor detailed below).
• Report Description: A short description of the report’s functionality.
• Report Group: The category for a given report. These categories cannot be edited.
• Report Locations: Displays where the report can be accessed (detailed below).
• Status: Shows whether the report is Active or Deprecated. Deprecated reports cannot be used.
• Admin: Lets you indicate whether users with the (default) Administrator role can access the given report.
• Additional system role columns: Each system role receives its own column to toggle reports on (selected) and off (cleared) for that role.

Related Articles:

• Setting Menu Permissions (Admin)
• Trust Request Permissions (Admin)