Setting Up Company Reporter Access

Answered

Comments

1 comment

  • Official comment
    Avatar
    Chip Phillips, Community Manager

    Howdy Chase!

    A user set as a Company Reporter should have access to Company submission data, be able to run Company reports, and export submissions for all departments.  

    This is different than a Department Reporter, who can only view and export submissions for the department to which they are assigned.

    Here is a link to a related Help Center topic on how to set user roles when Departments are enabled:

    https://help.gocanvas.com/hc/en-us/articles/115006654347-How-to-manage-roles-and-Groups-when-Departments-is-enabled

     

    Comment actions Permalink

Please sign in to leave a comment.